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Office

Use Roundflow on desktop

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

Short answer

Sign in to the office application with the same account used on mobile. Your selected company controls the customers, rounds, calendar, debt and reports you can access.

Step by step

How to do it

  1. 1

    Choose Sign in from the website.

  2. 2

    Enter the same email address and password used in the field app.

  3. 3

    Select the correct company if the account belongs to more than one.

  4. 4

    Use Dashboard for the daily picture, then open Customers, Round planner, Calendar, Debt or Reports.

  5. 5

    Use Import & export for fictional testing or approved company data migration.

What you should see

The office application shows only data belonging to the active company and respects the signed-in user’s role.

Troubleshooting

If something does not look right

The office application asks for company setup

The signed-in account does not yet have an active company membership. Complete onboarding or ask the company owner to confirm access.

A navigation item is missing

Some finance, reporting and administration areas are hidden for worker accounts. Check the user role with the company owner.