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Planning for window cleaners

Planning in Lummi lays out the rounds, staffs them and keeps track of what was actually cleaned. Fixed intervals come back on their own, a rained-out day can be dragged somewhere else on the board, and the hours logged on the task become the invoice basis without a spreadsheet.

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Timeline Drag a stop onto another lane or another hour, or move it with the arrow keys. Mette
Kontorpark
Klinik
Boligforening
Bageri
Jonas
Hotel
Tandlæge
Bryggeri
Rasmus
Skole
Datacenter
Plejecenter
Erhvervspark
Camilla
Kontor
Boligblok
Frisør
Tobias
Børnehave
Kontorhus
Sportshal
Apotek
Nadia
Butikstorv
Bådhus
Autohus

The day on the route board: the stops on the map in the order the van drives them, one colour per cleaner, and the same hours again on the timeline underneath. An illustration, with invented customers and times.

The round lays itself out, season after season

Most window rounds are the same customers in the same order every time - every 4 weeks, every 8 weeks, four times a year. The interval sits on the agreement and the tasks are created ahead, so the board is filled in before you start planning.

  • A fixed interval per customer, rather than typing the round in again every season.
  • Tasks sit on the location with the address, the access details and the notes from last time.
Next visits on the round

  1. Netto, Vestergade - every 4 weeks

    Mon 5 Oct

  2. Office building, Havnegade - every 8 weeks

    Tue 6 Oct

  3. Housing association, Søndermarken

    9 days overdue

Who has room, and who has too much

Every cleaner has contracted hours for the week, and the board holds the planned work up against them. Someone booked over shows it on their row before the week starts - not on Friday afternoon, once two customers have already called.

  • Planned hours against contracted time, per person and per week.
  • Absence and holiday sit on the board, so a day off does not get booked anyway.
Utilisation in week 41

  1. Mikkel

    96%

  2. Jonas

    88%

  3. Sara

    71%

  4. New colleague

    43%

From finished task to invoice draft

The cleaner closes the task on their phone with their hours and any photos. Those are the same hours that count towards the invoice basis and the payroll, so nobody copies them off a note left in the van.

  • Hours logged on the task, from the phone out on the round too.
  • Invoice drafts are built in e-conomic from the work that was done.
When the task is reported done

  1. The task is closed

    With hours and photos

  2. The hours sit on the task

    For payroll and invoicing

  3. The invoice draft is built

    In e-conomic

And the rest of what planning does

What does not need a paragraph, but is there every day on the round.

  • Rain moves a day, not a week

    Drag the day's tasks on across the board. The customer and the location travel with the task, so only the date and the person change.

  • The day's list on the phone

    The cleaner sees their own tasks with the address, the access details and the notes, and reports them done in the same place.

  • Photos as documentation

    Before and after on the task, so an argument about a frame or a balcony can be settled without driving out again.

  • Absence and overtime with profiles

    Sickness, holiday and time off in lieu sit on the same board, and the profiles decide how the hours are counted.

  • A subscription for the standing work

    Regular window cleaning can be invoiced per visit or as a subscription with fixed runs, rather than being picked up by hand.

  • The customer can see the year plan

    Agreements, calendar and reports sit in the customer portal, so when are you coming back does not have to be a phone call. Customer logins cost nothing extra.

Questions we usually get

What gets asked before the first demo.

Can you handle rounds with different intervals?

Yes. The interval is set per agreement, so a customer every 4 weeks, one every 8 weeks and one four times a year can sit on the same round. The tasks are created ahead from the interval.

What do we do when it rains all day?

The tasks are dragged on across the board to another day or another person. Customer, location and services follow along, and the utilisation on the day they move to updates straight away.

Do the cleaners need a laptop in the van?

No. The day's tasks, addresses, notes and the hour logging are on the phone. The office sees on the board what has been reported done.

How does it carry on to the invoice?

The hours and the finished tasks build invoice drafts in e-conomic for the bookkeeping to look through before they go out. Payment status comes back on the customer.

Shall we load your own round and show it?

Create an environment under your own brand, or call and have the board shown in half an hour. We will also say so if planning is not what you are missing.

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