Not a window cleaner? Where this guide says round, you'll see route. It works the same way. You can change the word in Settings, then Scheduling.
Before you start
Visits come from your customers' service plans. Rounds are made and changed on the web; on the phone you can look at them.
- Open the Board tab and choose The week, under Quick actions. Days lists each day of the week with its visits. Earlier and Later change the week.
- Tap a day to see everyone's visits, by person. Visits nobody has come first, under Not assigned.
- To give one to someone, choose Assign beside it, pick a person under Who does this visit?, and choose Give it to and their name.
- Tap a visit to open it, to move, skip or cancel it.
What happens next
The person you give a visit to sees it in their app at its next sync.
Rounds
Rounds, under Plan on The week, lists each round with its days, cleaner and number of stops. Open one to see its stops in order on a map, the drive, and the value of booked visits. To make or change a round, choose New round on the web or Change on the web.
Rain delay is under Plan too, for window cleaning and gardening. Closed days, such as bank holidays, are set on the web: choose Closed days under Plan.
If something goes wrong
- “This day didn't load” or “The week didn't load.”: check your connection, then choose Try again.
- “That didn't save”: the reason is shown. A visit someone has started stays theirs, so it has no Assign button.
Who can do this
The owner, and managers with Can plan the schedule, rounds and forms.
Still stuck? Send us a message.