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RoundMate

ROUNDMATE BUSINESS MANAGEMENT SYSTEM

Your working day.
All in one place.

Less searching through messages and spreadsheets. Keep your customers, jobs, rounds and payments together, from the first booking to the finished job.

ILLUSTRATIVE APP PREVIEW · EXAMPLE DATA

Today, sorted.

A clear view before you head out.

JOBS TODAY3
DAY’S VALUE£180
09:00 · Garden maintenance£80 · Example booking
Booked
11:00 · Regular garden visit£55 · Example booking
Booked
14:00 · Lawn care£45 · Example booking
Booked

A simplified illustration of the information you can organise. This is not a live account.

WHAT YOU GET

Tools for the work.
Room to get on with it.

Start with your customer list. The rest of your working day connects to it.

01

Customers, remembered

Keep contact details, addresses and job history together. Add customers individually or bring an existing list across with a CSV import.

02

Jobs, clearly organised

Book work against a customer, set the service and price, and update the job as it moves from planned to completed.

03

Your calendar, in view

See the work you have booked and plan the day ahead. Your dashboard brings today’s jobs and their value into one view.

04

Rounds with less guesswork

Find customers in the same postcode districts as your booked work, and use the round-planning tools to organise your visits.

05

Know what is still owed

Track completed jobs awaiting payment, see what has been paid and keep overdue work visible in the Money section.

06

Figures for your accounts

Export your accounts information and set up accountant details, so preparing your figures starts with the work already recorded.

FROM BOOKED TO DONE

A straightforward working rhythm.

STEP 01

Bring your customers in

Import your list or add your first customer. Keep the details ready for the next visit.

STEP 02

Plan and carry out the work

Book the job, check the calendar and organise the round. Update the job when the work is complete.

STEP 03

Keep on top of the money

Record payment progress, review outstanding jobs and export the figures when you need them.

Before you get started.

Who is RoundMate for?

Sole traders and service businesses organising customer visits and booked work. Choose your trade during setup so the app starts with the right business context.

Can I bring my existing customer list?

Yes. You can import customers from a CSV file or add them individually. You can also add a customer when creating a job.

Is a website included with the app?

Website design is a separate Trade Services purchase. You can explore those examples and prices without creating an app account.

Does creating an account book a demonstration or buy a website?

No. Creating an account starts your app setup. Website enquiries and any agreed website purchase are handled separately.

Where can I ask about pricing or suitability?

Email hello@roundmate.co.uk to discuss the app, current pricing and whether it fits your business before committing.

MAKE IT YOUR WORKING DAY

Choose your trade.
Then set up your business.

Selecting a trade takes you to the app’s sign-in and account creation page. After signing in, new businesses complete their setup and can start adding customers.

Already have an account? Sign in here →

Questions first? Talk to RoundMate

Let’s get you started

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