CleanMoo spreadsheet migration checklist
For Malaysian cleaning companies moving off Excel / Google Sheets.

Do this before import day
- Pick one owner for the live data (not three copies of the same sheet).
- Freeze new jobs in the old sheet for 24 hours if you can, or log them in both places for one week.
- List recurring customers: name, address, usual day/time, assigned maid/cleaner, price in MYR.
- List outstanding invoices: customer, amount, what the job was, how long unpaid.
- List active maids, cleaners and drivers you still send out.

Move first
1. Customer names and sites
2. Recurring weekly/biweekly jobs
3. Open (unpaid) invoices
4. Team list used for assignment

Move later
- Old photos living on phones
- Five-year remark history
- One-off jobs from last year that will not repeat

After go-live
- Assign a named person on every new booking
- Stop confirming jobs only in WhatsApp
- Invoice from completed jobs, not from memory
- Review unpaid invoices once a week

CleanMoo can help you get current client information into the workspace. Use the contact page: https://www.cleanmoo.com/contact/