Round book
Create, quick-add and order a round
Build a familiar sequence of houses and change the order without losing work.
Short answer
Create a named round, add existing properties or use Quick add a house while working, then place each stop in the order you normally follow.
Step by step
How to do it
- 1
Open Roundflow and choose Create round.
- 2
Enter a recognisable name and optional preferred day or estimated duration.
- 3
Add an existing property from its property page, selecting the services included at that stop.
- 4
Use Quick add a house from the round when you need to capture a new customer, property and services in one flow.
- 5
Hold the visible handle to move a stop, or use the Up and Down controls as an accessible alternative.
What you should see
The saved round reopens in the same order and can be used to generate an assigned working day.
Troubleshooting
If something does not look right
A moved stop returns to its old position
The order could not be saved. Check the connection and try again; Roundflow restores the last confirmed order after a failed update.
Quick add does not complete
Review every selected service for a valid name, price and frequency. The whole quick-add operation succeeds or fails together.