Clik here to view.
Google calendar and synchronization with roundpartner
New feature: Google Calender We have added this month the feature of being able to upload your job list to Google calendar. You will find this useful when an internet connection isn’t available you...
View ArticleClik here to view.
Hide customer function with Roundpartner
We know at times customers may cancel due to moving home or other circumstances. You might have a customer who just wants the job done once. This is where the hide function comes into play, you can...
View ArticleClik here to view.
Uploading your data from George to RoundPartner
You want to use RoundPartner, but all your customers details, jobs and accounts are in George. We know it can be a hassle to have to input all that data again into a new system. To help make the...
View ArticleClik here to view.
How to add new Customer and Job to Roundpartner
RoundPartner has made adding new customers really easy Here is a short tutorial to show how to add new customers and a job. We first start at the Dashboard and you can see a quick link box with the add...
View ArticleClik here to view.
Setting Job Frequency | Monthly Quarterly or Yearly cleans
Window cleaners want to offer their customers flexible time gaps between visits. For example a property on a main busy street may need the windows cleaning more often than another in a quiet side road....
View ArticleClik here to view.
You have a Job you need to twice a week
How do I book in Jobs that get done more than once a week at the same address; such as you have a shop front that you clean on a Tuesday and Friday. Here is a short tutorial for entering two jobs into...
View ArticleClik here to view.
Selecting days of the week you want to work
There may be some days you prefer not to do your window cleaning. You might have family commitments, work part time or other reasons. By going to the My Account section you can customize Roundpartner...
View ArticleClik here to view.
Prospects, storing quotes for potential customers
Having regular inquiries for your window cleaning service is a good measure of how well your business is doing. Whether you use scraps of paper or post-it notes or some other means you will quickly...
View ArticleClik here to view.
Creating Invoices using Roundpartner
To create an invoice you just need to go through some simple steps. First stage is setting up your invoice template with the details you want to give your customers. We have provided an editor for...
View Article
