How do I transfer my jobs or rounds to another CleanerPlanner user/account?
In order to transfer jobs/rounds between CleanerPlanner accounts we need the following information
- Please provide the last 4 digits of the card used to pay for your account as security
- Which CleanerPlanner account is the data being transferred from/to?
- We will need a message from the other account confirming this transfer (they should message us while logged into their CleanerPlanner account)
- Which rounds to transfer
- Which jobs you want to move: active, quote, suspended, complete and/or cancelled?
- Do you wish to transfer debts? (note that transaction history will *not* be transferred)
- Do you want to copy over the customer/job references?
- Do you want to keep a copy of these jobs as active in your own account? (otherwise they will be marked as status = 'transferred')
- What date you would like to complete the transfer? And we will confirm this can be scheduled