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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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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 • 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
Manage Schedules: • Clients • Teams • Your Company 1. Customer Information
Locate an existing customer in a fraction of a second! Add new customers and edit pertinent customer information easily. 1a. Customer Form
Track which marketing programs are getting you business! 1b. Customer FormReferral Source
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
One-click Estimate Sheet to take to Customer In-Home Estimate. 1d. Estimate Sheet
Track Additional Work like polishing silver, cleaning ovens… 1e. Customer FormAdditional Work
…washing windows. Money for extra jobs is automatically tracked and added to payroll. 1f. Additional Work
Change Customer Schedules with one click! It’s easy to skip a visit or assign a different team temporarily. 2. Customer FormCustomer Schedules
Just one click creates a Daily or Weekly Schedule… 3a. Schedules
…for one team or all your teams for any day! News of the Day is important one-time information for your workers and ensures great customer service! 3b. Daily Schedule
The Daily Work Schedule gives each team all customer and job information necessary to perform each cleaning assignment correctly. 4. Daily WorkSchedule Report
Look into the future 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
All 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
Create Daily Gross Receipts with a few keystrokes! 7. Daily Gross Receipts
Completed Jobs 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
HBM makes payroll easy! 9a. Daily 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
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)
After a few postings, reports create themselves! HBM reminds you to reorder inventory… 11a. Supply Reorder Report
…and helps with the reordering process. 11b. Supply Reorder Report
Report on supply usage by a team or teams in a given time period. 12a. Supply Expense
Track the quantity of cleaning supplies utilized by each team. 12b. Supply ExpenseReport
Find out which marketing programs are working best! 13. Reports
This report details income from customers vs. the cost of the marketing campaign that brought the customer to you. 14. Referral Sources
Just select the report you want: • 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
Then create a Weekly Income report by team… 15b. Weekly Income by TeamReport
…or by Associate -- for the week or YTD… all at your fingertips! 16. Weekly Gross by Associate
You have all income and complaint information for all workers at the touch of a tab. 17. Gross Payroll
Create reports for Daily Receipts for any given day, week or month… 18a. Daily Receipts
…and you can use the report as a deposit slip for your bank. 18b. Weekly Gross by Associate
Bill your customers in advance, in arrears or at the time of the cleaning… 19. Invoice Customer
..and send your customers a bill with a simple click! 20. Customer Invoice
Run Customer Complaints Reports by associate, by team or by customer. 21. Customer Complaints
HBM can also export customer label info and data for Mail Merge! 22. Export Customer Info
Thank you for trying 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