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Hyzer373

Do you guys use an app for keeping a log of customers/scheduling you’re monthly round or use a simple notepad/excel page?
Any recommendations 

 

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Bart90
1 hour ago, Hyzer373 said:

Do you guys use an app for keeping a log of customers/scheduling you’re monthly round or use a simple notepad/excel page?
Any recommendations 

 

Excel page for me.  Cheap and simple 👍

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Tango

Google calendar for me. Can use it on PC and my phone!

 

Better still, I keep the customers in my contact list but I put "W " in front - eg John becomes "W John". The W serves 2 purposes - 1) meaning windows 2) to keep my contacts at the bottom of my list so i don't have to scroll all over the place lol.

 

As a bonus, I use an android app called Automate. It lets you design "flows" (program by old terminology) using a flowchart. I've got mine setup to check my calendar for the next day for any events with "W " in the name, then check my contacts for a matching name and then send out the text saying i'll be there the next day.

 

As for actual payments, well i've been using a mysql database but you could use a excel spreadsheet if you wanted. 

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Master Jedi Alejandro
Posted (edited)
6 hours ago, Hyzer373 said:

Do you guys use an app for keeping a log of customers/scheduling you’re monthly round or use a simple notepad/excel page?
Any recommendations 

 

I use @Squeegee App myself. Before that I used spreadsheets but found they got too cumbersome as the round grew. Whatever you decide, just make sure its digital or at least backed up digitally, and to some sort of remote storage, so your always covered from the event of a total loss.

 

EDIT: I'll add I highly recommend Squeegee. They've had issues but overall the app is great!

Edited by Master Jedi Alejandro

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Clearview Lee

Cleaner Planner changed my business around in a very positive way.

 

Highly recommend.

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Hyzer373

Thank you guys 👍

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Green Pro Clean Ltd

Used them all and Cleaner Planner is the only one worth a look. 

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Clearview Lee
38 minutes ago, Green Pro Clean Ltd said:

Used them all and Cleaner Planner is the only one worth a look. 

And worth the money! I think that’s what puts a lot of people off, but you need to break out of the poverty mindset which in turn creates more money. 

 

Big-up!

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Green Pro Clean Ltd

We were on CP for long time then switched to Squeegee as it looked better on paper.  Turned out not to be the case and far too glitchy for us. 

 

Switched back to CP over past couple of weeks and all the franchisees said they prefer it.  A lot simpler and cleaner to use is the feedback I'm getting. 

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Pjj

Just use spread sheets much easier nothing to go wrong , get lost or crash , that’s the way business worked before computers and I still say it’s better but ime a tech dinosaur and glad I am 😂😂😂

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mike007
On 09/05/2019 at 16:14, Hyzer373 said:

Do you guys use an app for keeping a log of customers/scheduling you’re monthly round or use a simple notepad/excel page?
Any recommendations 

 

I use good old desk diary and excel spreadsheet

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DeLaCruz
On 09/05/2019 at 22:39, Master Jedi Alejandro said:

I use @Squeegee App myself. Before that I used spreadsheets but found they got too cumbersome as the round grew. Whatever you decide, just make sure its digital or at least backed up digitally, and to some sort of remote storage, so your always covered from the event of a total loss.

 

EDIT: I'll add I highly recommend Squeegee. They've had issues but overall the app is great!

Can you comment on the issues ? I am starting out and spending 30£pm is not something i am in a position to do right now with all the overheads i have. I took a look at squeegee and it seems okay although the scheduling options seem a little limited (can't specify first Friday of the month for example) - all that said the basic version is free so am willing to give it a whirl provided it doesn't constantly crash or fail to notify of my upcoming jobs. 

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Tango

@DeLaCruz most here seem to prefer cleaner planner instead.

 

I don't use it myself (Google calendar here) however I've seen others speak highly of it like @Green Pro Clean Ltd

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Green Pro Clean Ltd
1 minute ago, Tango said:

@DeLaCruz most here seem to prefer cleaner planner instead.

 

I don't use it myself (Google calendar here) however I've seen others speak highly of it like @Green Pro Clean Ltd

 

No mate. We have moved from Squeegee and I don't recommend them. We use Cleaner Planner as do all our franchises and  subcontractors.

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Tango

That's what I was saying lol - most here prefer cleaner planner - all in the first line lol

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DeLaCruz
6 minutes ago, Tango said:

That's what I was saying lol - most here prefer cleaner planner - all in the first line lol

yeah i know CP is better from what others posted - however as i said its 30£ pm so i cant afford - was trying to ascertain if Squeegee was just not as well designed or if it constantly crashing / failing. 
Seems its the later - thanks for the feedback everyone  

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Master Jedi Alejandro
6 hours ago, DeLaCruz said:

yeah i know CP is better from what others posted - however as i said its 30£ pm so i cant afford - was trying to ascertain if Squeegee was just not as well designed or if it constantly crashing / failing. 
Seems its the later - thanks for the feedback everyone  

It’s not constantly crashing/failing. It has had issues but it’s been fine since. So hopefully they've learned their lesson. 

 

You can schedule the job for ‘first Friday of every month’. Don’t do it myself but assume this is what this is for..

 

 

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Iron Giant

http://www.aworka.com was the one I used before CP for a number of years and I have never heard anything bad said about it in the 7 years or so of using round tracking apps and it starts at £10 a month 

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ks789
21 minutes ago, Incheck said:

Just a diary & a pen for me

Same here. Costs nothing and doesnt take too long. Easier to just look in the file too. Once a month just go through customer list and mark down what day they are due in the coming month.

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DeLaCruz

I have ended up using Google Calendar. Overall it seems very good for organizing tasks once you understand some of the hidden features (watched a couple youtube videos)

 

I like the way you can have as many separate calendars as you want that can be easily switched on / off. I currently have a window cleaning and family calendar running along side but for some of the more multi tasking window cleaners you could have for example a softwash, gutter vac, driveway cleaning, window calendar's all running alongside each other. That way you could easily compare revenue for each different facet of your business. Notifications can be sent via email or just as a alarm on my iphone. Also really like the way that it syncs with my PC at home and also is easily shareable with clients and the missus. It does lack some of the features that Cleaner Planner offers but for me as a new business £360pa is a little too much. Anyone have any questions about the google calendar setup please shoot me a pM

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Tango

I got my phone set up to read my window clients from Google calendar and send the text the day before. Done with an app called automate. 

 

Works well enough for me! 

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chelmsclean
Posted (edited)

Moved from cleaner planner to squeegee.

Cleaner planner easier to get used to as it's just an online version of a paper system, squeegee much more innovative and has a steeper learning curve. Initially hated it but now I'd never go back.

Had a few glitches with new features and their support were instant, cleaner planner took weeks to reply if ever.

Squeegee has been much more stable lately, they've really worked on the app.

Id never ever go back

Edited by chelmsclean

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