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Housecleaning Business Manager. ™. Welcome to the. Demonstration. See how Housecleaning Business Manager will tame your business…. Just Click your mouse anywhere on the screen!. © 2007 Housecleaning Business Manager ™ All Rights Reserved. Front Cover. Increase your profits.

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Welcome to the

Housecleaning Business Manager

Welcome to the

Demonstration

See how

Housecleaning

Business Manager

will tame your business…

Just Click your mouse anywhere on the screen!

© 2007 Housecleaning Business Manager™ All Rights Reserved

Front Cover


Cover 2

  • Improve customer service

  • Save money

  • Save time – more than you can imagine!

  • Speed up day-to-day operations

  • Simplify day-to-day operations

  • Provide tools to improve your marketing

  • campaigns

  • Provide tools to control inventory

  • Provide tools to better communicate with

  • your customers

  • Stop payroll errors

  • Stop scheduling errors

HBM (Housecleaning Business Manager) will:

Cover 2

Click anywhere to continue the demonstration


1 customer information

1. Customer Information


1a customer form

Locate an existing customer in a fraction of a second!

Add new customers and edit pertinent customer information easily.

1a. Customer Form



1c customer form pg 2 estimate

Add special instructions and details about each job.

Create an Estimate Sheet in an instant… with the client on the phone!

1c. Customer FormPg 2 Estimate


1d estimate sheet

One-click Estimate Sheet to take to Customer In-Home Estimate.

1d. Estimate Sheet


1e customer form additional work

Track Additional Work like polishing silver, cleaning ovens…

1e. Customer FormAdditional Work


1f additional work

…washing windows. Money for extra jobs is automatically tracked and added to payroll.

1f. Additional Work


2 customer form customer schedules

Change tracked and added to payroll.Customer Schedules with one click! It’s easy to skip a visit or assign a different team temporarily.

2. Customer FormCustomer Schedules


3a schedules

Just one click creates a tracked and added to payroll.Daily or Weekly Schedule…

3a. Schedules


3b daily schedule

…for one team or all your teams for any day! tracked and added to payroll.

News of the Day is important one-time information for your workers and ensures great customer service!

3b. Daily Schedule


4 daily work schedule report

The tracked and added to payroll.Daily Work Schedule gives each team all customer and job information necessary to perform each cleaning assignment correctly.

4. Daily WorkSchedule Report


5 weekly schedule report

Look into the future tracked and added to payroll.

with a Weekly Schedule. Determine time available for a team or a new client…weeks or months in advance.

Easy-to-use Areas help you to schedule efficiently.

5. Weekly ScheduleReport


6 customer activity

All tracked and added to payroll.Customer Activity

accessed from one screen! Your clients’ schedule, past visits, payments, balances, check numbers, future visits and complaints… at your fingertips!

6. Customer Activity


7 daily gross receipts

Create tracked and added to payroll.Daily Gross Receipts with a few keystrokes!

7. Daily Gross Receipts


8 post payment track additional work

Completed Jobs tracked and added to payroll. and Additional Work are automatically distributed to the cleaners… making payroll a snap!

Curser is ready to enter a check number. A couple of keystrokes and the payment is posted!

8. Post PaymentTrack Additional Work


9a daily personnel

HBM makes payroll easy! tracked and added to payroll.

9a. Daily Personnel


9b personnel

Whether you pay by a percent of the job or by the hour, HBM distributes income automatically.

Enter Payroll Comments for personnel.

9b. Personnel


10 personnel individual

Pay workers by a percent of the job or by the hour. Optionally pay drivers by the job or by the mile. It’s easy to guarantee that each employee earns minimum wage.

10. Personnel (Individual)


11a supply reorder report

After a few Optionally pay drivers by the job or by the mile. It’s easy to guarantee that each employee earns minimum wage.

postings, reports

create themselves!

HBM reminds you to reorder inventory…

11a. Supply Reorder Report


11b supply reorder report

…and helps with the reordering process. Optionally pay drivers by the job or by the mile. It’s easy to guarantee that each employee earns minimum wage.

11b. Supply Reorder Report





14 referral sources

This report details income from customers vs. the cost of the marketing campaign that brought the customer to you.

14. Referral Sources


15a weekly income by team

  • Just select the report you want: the marketing campaign that brought the customer to you.

  • Weekly Income by Team

  • Weekly Gross by Associate

  • Weekly / YTD Income – All Teams

  • Weekly / YTD Gross Income – All

Associates

15a. Weekly Income by Team

15a. Weekly Income by Team


15b weekly income by team report

Then create a the marketing campaign that brought the customer to you.Weekly Income report by team…

15b. Weekly Income by TeamReport


16 weekly gross by associate

…or by the marketing campaign that brought the customer to you.Associate --

for the week or YTD… all at your fingertips!

16. Weekly Gross by Associate


17 gross payroll

You have all income and complaint information for all workers at the touch of a tab.

17. Gross Payroll


18a daily receipts

Create reports for workers at the touch of a tab.Daily Receipts for any given day, week or month…

18a. Daily Receipts


18b weekly gross by associate

…and you can use the report as a deposit slip for your bank.

18b. Weekly Gross by Associate



20 customer invoice

..and send your the cleaning…

customers a bill with a simple click!

20. Customer Invoice


21 customer complaints

Run the cleaning…Customer Complaints Reports by associate, by team or by customer.

21. Customer Complaints


22 export customer info

HBM can also export customer label info and data for the cleaning…Mail Merge!

22. Export Customer Info


Back cover

Thank you for trying the cleaning…

Housecleaning Business Manager

  • HBM is the best software and the best value available.

  • Jeff Campbell’s Clean Team has provided the highest quality goods and services for the lowest prices with the best guarantee anywhere to the housecleaning industry for more than 25 years.

  • Visit www.thecleanteam.com .

  • 30-day trial

  • Backed by a company with more than 25 years

  • experience in the housecleaning industry

We have shown you some of the capabilities of HBM. There are many more, and many additional reports that are standard with HBM.

Back Cover

HBM was developed for you by housecleaning industry pioneer Jeff Campbell. His 25+ years experience as owner and operator of San Francisco’s largest and busiest housecleaning service allowed the development of software with a comprehensive understanding of what your housecleaning company needs to succeed. HBM has the features and benefits necessary to allow you to reach your potential and the success you deserve.

© 2007 Housecleaning Business Manager™ All Rights Reserved


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