Roundflow support

What are you trying to do?

Search practical, step-by-step help based on the workflows available in Roundflow today.

Help articles

Start with the area you need

Account

Create your account and company

Set up the owner account and create the private workspace for your business.

Read the guide

Account

Reset a password and secure your account

Request a safe reset link or change a password while signed in.

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Round book

Add customers, properties and services

Record the customer, the service address and independently priced recurring work.

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Round book

Create, quick-add and order a round

Build a familiar sequence of houses and change the order without losing work.

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Daily work

Schedule and complete Today’s work

Turn an ordered round into an assigned day and record each outcome.

Read the guide

Money

Understand payments and outstanding balances

Record cash or bank transfer payments and see exactly what remains owed.

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Offline

Work offline and resolve sync issues

Keep field work safe on the device and understand queued, failed or conflicting changes.

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Offline

Capture and sync completion photographs

Keep completion evidence private and recover safely from interrupted uploads.

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Office

Use Roundflow on desktop

Plan work, manage customers and review money from the wider office application.

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Still need help?

Tell us what happened and where you got stuck.

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