Round Tracker Help

Discussion in 'Managing Your Business' started by purecleanwindows, Nov 26, 2013.

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  1. I have recently purchased Round Tracker and I can't work out if there is a way to add customers that are not new (existing customers). Can anyone help? Some of them owe me for recent cleans. I was hoping to be able to go back and put who was cleaned when so all my records are together.

    Thanks for any help.
    Sam.
     
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  2. mark m

    mark m Hero
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    I used round tracker years ago and sorry I cant remember how to do that but I do know Mark Henderson who runs it was very helpfully when I had problems so worth a e-mail
     
  3. Gav

    Gav Grand Master
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  4. mark m

    mark m Hero
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    See me and technology ruddy rubbish lol, I did not know you could do that Gav
     
  5. Gav

    Gav Grand Master
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    Yep just use the @ symbol first then start typing the name.
     
  6. mark m

    mark m Hero
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  7. Gav

    Gav Grand Master
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    Yep that's the way mark m and the uuser gets a notification that they were tagged.

    Anyway sorry guys back on track with the op. I have not used round tracker but I am sure someone will be able to chime in.
     
  8. Mark Henderson

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    This tagging business is clever. Like being summoned to a meeting!
    Can you set it up so I get an email as well? Just so happened I checked in.

    Anyway, regarding the question.

    If I understand you correctly you want to add customers that you have previously cleaned that still owe you money so that these debts show up all together with your current records?

    OK, its simple but I'll walk you through it;

    If the customer is already entered in the program fine, if not you'll need to add them on the Home page. (If they are no longer a customer and you only want to show up their debt then just enough details to identify who they are will do for what you want.) What we'll do is send the list you want to the Income History page and then there we'll add the dates they were done and how much they owe you and that's it done.

    1. Click the blue + button at the top of the Home page and enter how many customers you want to add.
    2. Type the customers name, address, and all that. (You can copy and paste the stuff that is the same )
    3. In the Mark/Order column put an x next to all the jobs you want to send to your Income History and then filter that column for x
    4. Select all the Client ID's of the list (shift and cursor keys. Just the Client ID numbers ) then click the job done icon that looks like a clipboard with a tick on it.

    [​IMG]

    [​IMG]

    OK now your jobs are on the Income History page

    5. If you entered the Last Done date and the job price when you filled in the customer details on the Home page then you will probably just need to adjust the Price so that it corresponds to how much they owe you. (If you want to be able to refer to see the various dates for each clean rather than just adding a total owed then you need to repeat the same steps but change the date as well.)

    When they pay as you know you just put the date in the Date Paid column,

    That's it done.

    [​IMG]
     
  9. Mark Henderson

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  10. Gav

    Gav Grand Master
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    Hey Mark Henderson sadly you can not get an email as well for being tagged. You can get email alerts for other things though check preferences and alert preferences under your name at top of site. Just hover over click your name. ;)
     
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