S SOUTH DOWNS / CRM
SOUTH DOWNS WINDOW CLEANING

The business.
In one place.

Your cleaning rounds, customers, completed work, balances, recurring jobs and text messages—made for managing three vans from your phone.

Built around your existing OneDrive master. The original workbook is never edited by this CRM.

SOUTH DOWNS TEAM ACCESS

Welcome back.

Sign into your existing South Downs workspace. Your password is never saved on this device.

Personal, screen-locked device only. No password is saved; a renewable sign-in token is retained securely by your browser. Sign out before sharing the device. Only one remembered account per browser profile.

Modern 2.0: one team workspace. TEST accounts use separate shadow records; genuine payments and sales are never practice entries. Staff data remains restricted until the server permission check passes.
South Downs Window Cleaning
Management workspace
Connecting…SDOwner
YOUR WORKSPACE

Good to see you.

A clear view of your cleaning business.

Recorded cleans
—
Most recent 1,000 saved jobs
Net sales recorded
—
VAT excluded · recent entries
Gross outstanding
—
Recorded balance only · old Excel debts not yet imported
Upcoming reminders
—
Due or scheduled
YOUR THREE-VAN OPERATION

Keep the rounds moving.

Open Ben, Jamie or Anthony's rounds, record work on the actual date and keep an audited history of every correction.

♙
Customer accounts

Addresses, balances, payments

▦
Repeat services

Monthly, quarterly and annual

⟳
OneDrive source

Check your latest Excel rounds

System readiness

Checking
Checking secure operational services…

The existing Excel master stays read-only. The CRM does not quietly change or delete customers.

Your team

3 vans
Ben · Van 1—
Jamie · Van 2—
Anthony · Van 3—

Worker screens and permissions must be audited before accounts are released.

OPERATIONS

Cleaning rounds

Source visits from your existing private workspace.

8-week rotation
Planned visits
—
Listed net
—
£0 / pending
—
Loading private rounds…
CONTACTS & ACCOUNTS

Customers

Private customer list; no source edits or automatic deletions.

— customers
Customer identities are drawn from the previously staged source and remain subject to reconciliation. Repeated stops are kept separate; don't merge names automatically.
REAL FINANCIAL RECORDS

Sales & ledger

Completed net sales, gross charges, actual payments and audited corrections.

Saved work & transactions

Audit trail preserved
Financial records load after owner sign-in.

Completed cleans and holds

Date / CustomerVanStatusNetCorrection

Money ledger (gross)

Date / CustomerEntryGross +/−Correction
FLEXIBLE SERVICES

Calendar & repeats

Due months stay flexible until you assign a real visit date.

Due / unassigned
—
Booked
—
Completed
—
Recurring services create a future reminder when marked complete. They never silently create a clean, invoice or customer charge.

One-off contacts and flexible calendar jobs

Modern 2.0

A new contact here is NOT added to permanent 4/8-weekly rounds. Completing a reminder never creates a sale.

CONNECTED SOURCE

Live OneDrive

Read-only check against your actual Excel master.

Read-only

Desktop / SDWC Excel sheet

S.D.W.C Master sheet Jan - Dec 2026.xlsx

Compares source jobs and NET amounts with the existing staged rounds. It will never silently approve, import, delete or edit any customer.

Ready for a read-only source comparison.

Day / VanExcelCRMExcel netCRM netStatus
MESSAGE CENTRE V19

Text Customers

Your familiar Samsung workflow, inside the CRM.

SMS V19 runs inside this page. Load your latest Excel workbook into the message centre locally, check recipients and send via Samsung Messages. It does not automatically send texts or sync customer phone numbers to Supabase.

If Samsung does not open the message app from inside the frame, open the same SMS centre separately.

MANAGEMENT PLANNER

Move jobs & add one-offs

Reorder stops and assign work between Ben, Jamie and Anthony, without editing the Excel source.

Schedule a working day

SHADOW
New plans are saved only to the isolated Modern 2.0 planning tables after their reviewed database installation. No changes are written to Excel.
YOUR ASSIGNED WORK

Today's jobs

Saved jobs for the selected date, with separate TEST shadow completions.

Checking account...
Sign in to view assigned work.

Saved shadow activity (not real sales)

OUTDOOR PLANNING

Weather

Quick access to local forecasts for safe outdoor cleaning decisions.

Open the UK Met Office forecast and search your work town. Live weather numbers inside the CRM require a properly licensed commercial data connection.
MAPS & DIRECTIONS

Daily van route

View addresses and open Google Maps navigation for your assigned stops.

Customer addresses are sent to Google Maps only when you tap a map or route link. Google Maps determines the route; this CRM does not claim to optimise stop order.
ACCESS & DATA PROTECTION

Settings

Security status and account controls.

Account session

With “Stay signed in” selected, this browser remembers your login for up to 48 hours of inactivity, including after closing and reopening the tab. Activity renews the 48-hour window. Your password is not stored. A browser-held refresh token is used to renew the session, subject to Supabase session rules. Sign out to clear it; use separate browser profiles for different accounts.

Operations connection

Checking Supabase permissions…

Access permissions

Modern 2.0 uses verified workspace memberships for roles. The new backend must be installed and independently audited before staff access to real customer lists or real work recording can be enabled. TEST shadow entries never post financial transactions.

Protecting the Excel master

OneDrive is accessed via the read-only Worker. No original Excel editing, automatic deletion, phone sharing or banking information is present here.

South Downs · More tools

Action