Round book
Add customers, properties and services
Record the customer, the service address and independently priced recurring work.
Short answer
Roundflow keeps customers, properties and services separate so one customer can have more than one address and each property can have several independently priced services.
Step by step
How to do it
- 1
Open Customers and choose Add customer.
- 2
Enter the customer name and any available contact details.
- 3
Add a property with its address, access instructions and safety warnings.
- 4
Add one or more services, setting the scope, method, price, estimated duration and frequency for each.
- 5
Open the property and choose Add to a round when the work is ready to schedule.
What you should see
The property page shows the customer, protected access notes and every active service ready to place on a round.
Troubleshooting
If something does not look right
A service will not save
Check that the name, price and frequency are valid. Prices are entered in pounds and pence and must not be negative.
The customer is difficult to find
Search by name, address, postcode, mobile number or email address from the Customers screen.