Customers, remembered
Keep contact details, addresses and job history together. Add customers individually or bring an existing list across with a CSV import.
ROUNDMATE BUSINESS MANAGEMENT SYSTEM
Less searching through messages and spreadsheets. Keep your customers, jobs, rounds and payments together, from the first booking to the finished job.
A clear view before you head out.
A simplified illustration of the information you can organise. This is not a live account.
WHAT YOU GET
Start with your customer list. The rest of your working day connects to it.
Keep contact details, addresses and job history together. Add customers individually or bring an existing list across with a CSV import.
Book work against a customer, set the service and price, and update the job as it moves from planned to completed.
See the work you have booked and plan the day ahead. Your dashboard brings today’s jobs and their value into one view.
Find customers in the same postcode districts as your booked work, and use the round-planning tools to organise your visits.
Track completed jobs awaiting payment, see what has been paid and keep overdue work visible in the Money section.
Export your accounts information and set up accountant details, so preparing your figures starts with the work already recorded.
FROM BOOKED TO DONE
Import your list or add your first customer. Keep the details ready for the next visit.
Book the job, check the calendar and organise the round. Update the job when the work is complete.
Record payment progress, review outstanding jobs and export the figures when you need them.
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.
Yes. You can import customers from a CSV file or add them individually. You can also add a customer when creating a job.
Website design is a separate Trade Services purchase. You can explore those examples and prices without creating an app account.
No. Creating an account starts your app setup. Website enquiries and any agreed website purchase are handled separately.
Email hello@roundmate.co.uk to discuss the app, current pricing and whether it fits your business before committing.
MAKE IT YOUR WORKING DAY
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
What's your trade?