Round Tracker v4 PRO – User Guide


Chapter 2 A QUICK LOOK AT THE VARIOUS PAGES


Settings: We’ve already had a quick look at the Settings page which is where you can tailor RTv4 PRO to your business.


Overview: Here you can see a breakdown of how your business is doing. You can view a detailed display of how many customers you have, what kind of customers and how you got them. Advertising campaigns can be monitored. A helpful breakdown of your accounts gives a good overview of where your money goes and you will no doubt find the charts helpful.


Home: This is at the heart of RTv4 PRO, and where you will enter your customer details, update your round , do your scheduling and organising and create the short lists of work to be printed as job lists.


Job List: Short lists of work to be done can be sent here. This page is a black and white, printer friendly page where you can then sort the list, hide prices from employees if you wish and include a brief note or instructions.


Income History: When jobs have been done you can send them to this page to mark if, when and how the job was paid for. Invoices can be tracked and detailed debt lists printed. From here, invoices and matching envelopes can be created and jobs which have paid can then be sent from here to your accounts records.


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