Round Tracker v4 PRO – User Guide


Invoice View: We had a quick look at this page already. Here is where the invoice layout can be arranged and formatted to your taste. You don’t usually need to come to this page once the invoice settings have been established though you can edit the body of the invoice if you wish to add more information on individual invoices.


Accounts: This is where you will record your money movements. Income can be sent here automatically from the Income History page and then marked as Sales. Expenses can be entered as well as other transactions such as deposits and transfers. There are 5 accounts you can track and use. Four of these can be names on the Settings page.


Quote Calculator: This handy tool allows you to quote for jobs based on the variables of target hourly rate, estimated time per section or window and the number of windows. Further expenses can be added such as materials or travel costs etc. It is particularly helpful for large jobs such as schools which may have many sections to the job. The job can be broken down into sections, estimating the time to clean one kind of window and multiplying up etc.


Help: The help page is a condensed version of this manual. It’s a kind of quick start guide, but we recommend that you also read this manual carefully. Before reading on it would be worth just quickly having a look over the Help page if you haven’t already done so. It will give you a good idea of what the icons at the top of the various headers are for and a general idea of how to use the program. We also strongly recommend that you register and join the dedicated Round Tracker support forum at www.roundtracker.info


Members receive free updates and tips and the answers to frequently asked questions can be found here.


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