Text the customers still due on a worksheet
Tick sheets on the worksheets list, or tick jobs inside one sheet, and send one message you write yourself. It goes once per customer. Name, company, address, and the visit date drop in for each person. It is a service text: nothing is added on the end, and a marketing opt-out does not block it. Customers who opted out of all texts, and numbers that are not UK mobiles, are left out. If there are not enough credits, none of the texts go out.
- NEWOn the worksheets list, or on the jobs you tick inside one sheet
- IMPROVEDName, company, address, and visit date drop in for each customer
- IMPROVEDA marketing opt-out does not block it. Not enough credits, and none go out
Ask for one invoice by text or email
Request payment sends a pay link for a single charge, by text or email, as a bank-pay link or a portal sign-in. The wording is the one already saved in Settings, and you see it before it goes. It is on a failed Direct Debit, on Record Payment, and on Add Charge once the charge is saved. The link is only created when you press Send.
- NEWText or email, as a bank-pay link or a portal sign-in
- IMPROVEDOn a failed Direct Debit, on Record Payment, and on Add Charge
- IMPROVEDYou see the wording first. The link is created when you press Send
Right-click a row on Outstanding
Right-click a charge, or long-press it on a phone, for that one invoice. Send a debt chase, request payment, resend the invoice, open the customer, copy the amount, or text from your own phone. A normal click still opens Record Payment.
- NEWRight-click, or a long-press on a phone, on one Outstanding row
- IMPROVEDChase, request payment, resend the invoice, or text from your own phone
- IMPROVEDA normal click still opens Record Payment
Buying SMS credits is seen straight away
Reminder and planner sends read the credit balance live. After a top-up they no longer quote a saved zero. If the balance cannot be read, the screen says so instead of claiming you have none.
- FIXEDReminder and planner sends read the live credit balance
- IMPROVEDA top-up is seen straight away
- IMPROVEDIf the balance cannot be read, the screen says so
Draw a round on the phone map
On the worksheet day map and the all-rounds map, one finger draws the shape, drags a corner, or moves the whole area. Two fingers pan and zoom. On a computer it is unchanged: drag selects, and holding Cmd or Ctrl while you drag pans the map.
- IMPROVEDOne finger draws or moves the shape. Two fingers pan and zoom
- IMPROVEDOn the worksheet day map and the all-rounds map
- IMPROVEDOn a computer, drag still selects
A map of today's jobs on the worker app
A small map sits above the job list, with the day's jobs as numbered pins. Pins turn green as jobs are completed. Navigate on a pin opens that job in the cleaner's maps app. It draws on an iPhone, including when the app is installed on the home screen. It needs a signal. The list and the Navigate buttons still work with none.
- NEWNumbered pins above the job list. They turn green as jobs are completed
- IMPROVEDNavigate on a pin opens that job in the cleaner's maps app
- IMPROVEDIt draws on an iPhone, including one installed on the home screen
A second job that travels with the clean
Add a gutter, soffit or conservatory job and it goes out with the window clean: this visit, the next few cleans, or every second clean (or whatever number you set). It has its own price, its own payment method, and its own line on the invoice. It shows as a chip on the worksheet, on Edit Job, and on Today.
- NEWThis visit, the next few cleans, or every X cleans
- IMPROVEDIts own price, payment method, and invoice line
- IMPROVEDShown on the worksheet, Edit Job, and Today
Change the price for the next few cleans
Amend Price now has next number of cleans in the office and on the worker app, not only this clean or every clean from now on. The reason you type, for example Add conservatory, is saved on the visit, so the cleaner sees why the price changed.
- NEWNext number of cleans, in the office and on the worker app
- IMPROVEDThe reason is saved on the visit, so the cleaner sees why the price changed
A note that lasts a few cleans, then goes
Job notes can be temporary: scaffolding up, use the side gate, and so on. Set it for the next few cleans. The standing note on the job is left as it is. It shows on the worker card, the printed round sheet, and Today. A skip does not use one up. Completing the clean does.
- NEWA temporary note for the next few cleans, beside the standing note
- IMPROVEDShown on the worker card, the printed round sheet, and Today
- IMPROVEDA skip leaves it. Completing the clean counts one down
STOP only stops the marketing texts
A customer who replies STOP to a campaign is opted out of marketing only. Visit reminders, reschedules, and job-complete texts still go out. Those still follow the switches on the client card. No texts at all stays a manual tick.
- IMPROVEDSTOP opts out of marketing texts only
- IMPROVEDReminders, reschedules, and job-complete texts still follow the client card
- IMPROVEDNo texts at all stays a tick you set yourself
Unmatching a bank line puts the money back
Unmatching a payment used to clear the tick but leave the invoice looking paid, with nothing left to collect. It now reopens the charge, so it shows as outstanding again and can be settled properly.
- FIXEDUnmatching a bank line reopens the charge
- IMPROVEDThe invoice shows as outstanding again, and can be settled
Office payments show on the activity list
Recording a payment, raising a charge, applying credit, or issuing a credit note from the office now appears on the customer Activity tab and in History, with who did it and when.
- FIXEDOffice payments, charges, credit, and credit notes show on Activity and in History
- IMPROVEDEach row says who did it and when
A credit note for a wrong price
On an unpaid invoice, Issue credit note knocks an amount off what is still owed. The job stays completed. It is not a payment, and it does not sit on the account as credit. The note is numbered, starting CN-1, and you can email it.
- NEWIssue credit note on an unpaid invoice, and beside Write off when you record a payment
- IMPROVEDWhat they still owe drops by that amount. It is not counted as money in
- IMPROVEDA Direct Debit already at the bank is left alone. One still queued is reduced to the new amount
Reply YES, and the job is booked
An SMS campaign can text each customer their own price: the same as last time, a percent on top, or a fixed amount on top. A YES reply creates a new job in New Signups and sends a confirmation. This needs your dedicated text number, so the reply comes back to Round Monster.
- NEWBook-in offers, alongside a plain announcement to everyone
- NEWEach text carries that customer's price
- NEWA YES reply lands an unrouted job in New Signups, and texts a confirmation
What your texts brought in
The campaign page shows how many signed up, the credits those texts used, and the price of the work that booked in. Filter it by period. On New Signups, a job booked by a YES reply is tagged SMS campaign.
- NEWSignups, SMS cost, and work booked, with a period filter
- NEWNew Signups marks a YES booking as SMS campaign, and the source tiles count them
Hide the prices on one worksheet
On a worksheet, Hide pricing from workers blanks every price on that sheet for the crew, including workers who can normally see prices. Totals, the price on the job, and the printed sheet are all hidden. The office still sees the figures.
- NEWHide pricing from workers, on create and edit worksheet
- IMPROVEDIt covers that sheet only, and it overrides a worker who can normally view prices
- IMPROVEDThe office dashboard still shows every figure
Payment terms for home customers
Settings, then Payments. Residential Payment Terms sets the due date for customers who are not a business. Due on Completion means the invoice is due the day of the clean, so a 7-day chase is 7 days after the visit. Business customers keep the company default, or the terms on their own card. Leave it on Same as company default and nothing changes.
- NEWResidential Payment Terms, separate from the company default
- IMPROVEDDue on Completion ages the debt from the day of the clean
- IMPROVEDA business customer's own terms still win
An expired pay link can be chased again
A Stripe pay link that expires unused used to stay stuck on the invoice, so reminders skipped it. When the link expires, that stamp is cleared and the invoice goes back into chasing.
- FIXEDAn unused Stripe pay link is cleared when it expires
- IMPROVEDReminders can chase that invoice again
Chase an invoice from your own phone
If Round Monster is not sending your texts, you can still chase an unpaid invoice from the handset you already use. Long-press a row on Outstanding, or open the invoice and choose Chase by text from your phone. It opens your messages app or WhatsApp with the wording ready, and a pay link when one can be made.
- NEWChase by text from your phone, on an unpaid invoice
- NEWLong-press an Outstanding row to open the same chase
- IMPROVEDSend it from your own messages app or WhatsApp
Front-only wording only on a one-off
The completion text that says the visit was front-only is only used when that visit was a one-off front-only clean. A job that is always cleaned from the front gets the normal completion text. That is their usual service, not an exception.
- FIXEDAlways front-only jobs no longer get the front-only line on every clean
- IMPROVEDThe front-only wording stays for a one-off visit billed as front-only
Overhead power lines, on the job
On the client, tick Overhead power lines at this property. The job then shows a yellow banner in the office and on the worker app, with who added it and when. Taking the tick off records who removed it. It is a note for the crew. It does not stop the clean.
- NEWOverhead power lines at this property, on the client
- NEWA yellow banner on the job and the worker app, with who added it and when
- IMPROVEDRemoving the flag is recorded too
The round's next outing, on the job
Edit Job shows the selected round's next outing under the Round dropdown, with the usual upcoming dates on hover. It is for looking only. The job's own next due date stays as it is.
- IMPROVEDNext outing sits under the Round dropdown, and the dates appear on hover
- IMPROVEDLooking at it never changes the job's own next due date
Move a pin that has drifted
On the client panel, Re-locate looks up the address on file and moves the pin. The postcode is checked before it saves. The job's place on the round is not changed.
- NEWRe-locate is on the client panel
- IMPROVEDThe address is matched and the postcode is checked before the pin moves
- IMPROVEDThe job stays where it is on the round
Log GPS with no signal
Logging a pin on the worker app queues straight away when there is no signal, including Offline Mode. The card stays green after a reload, and the pin syncs when they are back online.
- FIXEDLog GPS queues the pin with no signal, and in Offline Mode
- FIXEDA reload before it syncs keeps the card green
- IMPROVEDThe pin is sent when the phone is back online
Bank matching only settles when it is sure
A line matches on its own only when the reference, or a payer you have confirmed before, lines up with exactly one open invoice for that amount. Anything less is a one-click suggestion. A payment is never applied to a different customer just because the amount and the date match.
- IMPROVEDAuto-match runs only at a sure hit: the reference or a known payer, and one open invoice at that amount
- NEWAnything less is a suggestion you confirm in one click, and that confirmation is remembered
- FIXEDA named payer is never matched to someone else's invoice on amount and date alone
Pick your maps app
On the worker phone, open the menu and choose Google Maps, Apple Maps, or Waze. Map pins and the Today Navigate button open that app. The choice stays on the phone, so a shared van keeps it when people swap logins. Leave it on Default and pins open whatever this phone normally opens.
- NEWGoogle Maps, Apple Maps, or Waze
- IMPROVEDPins and the Today Navigate button both use it
- IMPROVEDRemembered on this phone, even after logout
The email code editor is locked to the words
Settings, then Email Templates, then the code view. It opens locked. You edit the red wording. The layout code is grey and struck through, and a change there is refused. Use Unlock HTML, and you are warned first, when you mean to edit the markup.
- IMPROVEDLocked by default. Only the red wording can be changed
- IMPROVEDThe code you cannot edit is faint and struck through
- NEWUnlock HTML, with a warning, to edit the full markup
A PDF copy of a quote
Download a branded PDF of a quote, or attach one when you email it. The customer gets a document they can save or forward. It is built from the quote as it is saved now.
- NEWDownload PDF on the quote row, and in the row menu
- NEWAttach a PDF copy of the quote on the quote email. It starts ticked
- IMPROVEDWhen a PDF goes with the email, the message says so
Tell the customer when a reminded job moves
Drag a job to another day, or use Move to worksheet, and if that customer was already told the old day you are asked whether to send a date-change text or email. You can edit the message before it goes. Jobs they were never reminded about just move.
- NEWThe prompt only appears for customers already reminded of the old date
- NEWEdit the text for this send. The saved template is left as it is
- IMPROVEDEveryone else moves with no message
Simple job cards on the planner
Planner, then Layers, then Simple job cards. Week views draw each job on one line: the service, the address, and the price, the same density as an expanded month box. Dragging, clicking, and the menus still work. The choice is remembered in this browser.
- NEWOne line per job in the week views
- IMPROVEDMonth view is unchanged. It already draws its own rows
- IMPROVEDDrag, click, select, and the menu keep working
Message the office
A worker can send the office a note that is not about a customer. On the worker app it is in the user menu. On the Today screen it is under the page options menu.
- NEWVehicle issue, Broken equipment, General, or your own subject
- NEWAdd a photo on the worker app. If they are offline, it sends when they are back
- IMPROVEDThe office marks it Done or Dismiss. There is no customer to open
Set the cleaner from one job on the planner
Open a job on the planner and set who should do it: for good, or for the next few cleans. Shown only when Cleaner preferences is on in Settings, then Jobs & Services.
- NEWPermanently names that job's preferred cleaner. Next N cleans covers while the usual person is away, then it goes back
- NEWThe card shows an amber pill while a cover is running, such as Jon, 1 left
- FIXEDClearing the preference also removes a running cover, so the planner and All Jobs stop treating the cover person as the first choice
Exclude expenses from your accounting sync
Settings, then Accounting. Sync Expenses is how you leave costs out of the books that go to Xero, QuickBooks, or FreeAgent. Switch it off and the expenses you record in Round Monster stay there.
- NEWOff: nothing from Finance, then Expenses, is sent with the sync
- IMPROVEDOn: each expense is sent once as money already paid, to the bank account and expense account you pick, and only on or after Only sync from
- IMPROVEDEditing or deleting an expense afterwards does not change the copy already sent
- IMPROVEDXero may need one reconnect before expenses travel with the sync. Disconnect, then Connect to Xero again. Nothing already synced is affected
Turn off route mileage expenses
Settings, then Mileage & Vehicles. Log route mileage as expenses stays on until you switch it off.
- NEWOff hides the tick-box at worksheet sign-off and the Log mileage buttons on round and worksheet maps
- IMPROVEDTyping a mileage expense on the Expenses page still works
All Jobs keeps the change you just made
Changing due dates, the round, or the status on several jobs at once, or deleting them, no longer gets painted back over by an older load that was already on its way.
- FIXEDThe list shows the dates, round, and status you just saved
- FIXEDDeleted jobs stay gone
SMS auto top-up stays as you set it
Opening SMS settings and saving before the page had finished loading used to switch auto top-up off and reset the pack. It now waits until your saved settings have loaded.
- FIXEDA save that fires while the form is still loading is ignored, and you are asked to try again
- FIXEDThe pack and the threshold stay on what you last saved
Email signatures keep the company name
A signature saved with a blank name no longer sends a blank bold line. When the sign-off is swapped for the person sending the email, the company name stays on the line underneath.
- FIXEDA name that is only spaces is treated as blank, so it is not the sign-off line
- FIXEDOutgoing mail and the composer preview both keep the company name under the person's name
A preferred cleaner on the customer, the job, and the planner
Each customer has one preferred cleaner, and a job can name a different person. Tick who you want. The cross marks anyone who should not be sent. The planner and All Jobs follow that choice, and you can cover the next few cleans while the usual cleaner is away. Shown only when Cleaner preferences is on in Settings, then Jobs & Services.
- NEWTick one cleaner on the customer, or override it on a single job. The cross is who not to send
- NEWFilter the planner to someone's assigned rounds, or to every job that asks for them
- NEWHighlight colours cards by preferred cleaner. Click a name in the legend to show only their jobs
- NEWOn All Jobs and in the planner's Select mode, set the cleaner permanently or for the next few cleans
Calls and texts are separate on the worker app
Settings, then Worker Dashboard, replaces Show Customer Contact with three switches. They apply to every role, including an owner using the worker app on their own phone.
- NEWAllow Calls shows the Call button and the customer's number
- NEWAllow SMS shows the SMS button and your quick replies. Texts go from the company sender and use credits. The worker never sees the number
- NEWAllow Custom Messages adds Write your own. It starts off, and only appears while SMS is on
- IMPROVEDA company that already had contact switched on keeps both call and text
Put your quick texts in the order you want
Settings, then SMS Messaging, numbers the pre-approved worker texts and the office pre-made texts separately. The highest number is shown first and 1 is last. Give two texts the same number and they swap.
- NEWPay via portal and Write your own (workers) or Blank message (office) sit in those lists, so either can go anywhere
- IMPROVEDToday's Work and the worker SMS sheet use that order
- IMPROVEDWrite your own only appears for workers when Allow Custom Messages is on
Brand accent colour
Email branding has a Brand Accent. That colour is the signature bar, the company name, contact links, buttons in outgoing emails, and the Accept button on a quote. Header start and end stay for the bar behind the logo, which most businesses leave white. Nothing changes until you pick one.
- NEWSet it under Settings, then Email
- IMPROVEDUsed for the signature, email buttons and links, and the Accept button on a quote
- IMPROVEDLeft alone, existing emails keep the colours they already send
Right-click a worksheet in the list
Right-click a row on the Worksheets list for the same menu the planner uses on a worksheet header. Optimise the route, move the date, change the worker, rename, send reminders, sign off, or delete, without opening the sheet.
- NEWOptimise, move the date, change the worker, rename, send reminders, sign off, or delete
- IMPROVEDThe sheet stays closed until you choose to open it
A back strip on detail pages
Opening a worksheet, round, rental, ticket, or article shows a full-height back strip on the edge of the sidebar. It stays put while a long page scrolls, and it does the same thing as the back link at the top.
- NEWOn worksheets, rounds, rented rounds, support tickets, and knowledge base articles
- IMPROVEDStays on screen while the page scrolls
Bank auto-match no longer fails the whole statement
Auto-match skips income that is an in-flight GoCardless Direct Debit. Those rows are settled by the GoCardless webhook, so a bank line with the same amount and date is left unmatched. If one line still errors, the rest of the statement matches.
- FIXEDIn-flight Direct Debits are never picked as the match for a bank line
- FIXEDOne bad line no longer undoes every other match on the statement
Manual Invoices on Outstanding is a mode
Manual Invoices on Outstanding replaces the other filters instead of stacking on them. Click it again, or click another card, to leave. The button reads Exit Manual Invoices while it is on. The choice is still there when you come back to the page.
- FIXEDClicking Manual Invoices clears the other Outstanding filters
- IMPROVEDClick it again, or another card, to leave
- IMPROVEDThe mode is remembered when you leave Outstanding and come back
Xero uses the customer reference
For companies on Xero, the customer's reference (the number they quote on a bank transfer) is sent as the contact account number, the invoice reference, and the payment reference. Bank lines that quote that number can match in Xero. Contacts already in Xero pick the number up on the next sync.
- IMPROVEDThe contact account number, the invoice reference, and the payment reference all carry that number
- IMPROVEDContacts already in Xero get it on the next sync
Doorstep payments wait for sign-off
For companies set to "On worksheet sign-off only", money a worker marks as collected no longer posts as paid the moment the job is completed. The take is recorded on the worksheet as a claim, the office reviews it on the sign-off summary, and signing off is what posts it: full takes settle in the method the worker recorded, partial takes apply against the charge, and any overpayment is banked as account credit. Direct Debits were already held this way; now cash and card at the door are too.
- IMPROVEDCollected cash and card stay pending until the office signs the worksheet off, matching what the setting has always promised
- IMPROVEDThe sign-off summary's Collected on the Day card now notes that these payments post when you sign off
- FIXEDThe worker's collected method and amount are stamped on the worksheet again (they had stopped recording on 3 Oct), so the cash tally and sign-off split show the real doorstep take
- IMPROVEDUndoing a visit before sign-off is now genuinely free for collected jobs too: no payment has moved yet
Jobs off schedule in Reports
Reports, then Library, has a Jobs off schedule report. It lists active recurring jobs whose next clean is further out than their usual gap, jobs that are more than two weeks past their due date, and recurring jobs with no next date. One-off jobs are left out.
- NEWBooked too far: the next date is more than two weeks past that job's own frequency, measured from the last clean
- NEWOverdue: the due date is more than two weeks ago
- NEWNo next date: an active recurring job with nothing scheduled
- IMPROVEDThe reference is the imported account number when the customer has one, otherwise the Round Monster reference
- IMPROVEDFilter by round or service, and download the rows
Weekly and monthly invoices hold the Direct Debit
A business on weekly, monthly, or on-demand invoicing is no longer debited when each visit is completed. The visits wait until you raise one invoice, and raising it collects every visit together.
- NEWNothing is collected by Direct Debit while the visits are waiting
- NEWRaise it from Outstanding, then To Invoice. Every visit on the invoice is collected on the same charge date
- IMPROVEDOn demand waits until you raise it. Weekly and monthly can still raise on the invoice day in Settings, then Payments
The invoice says when Direct Debit will take it
When the whole invoice is collected by Direct Debit, the email tells the customer there is nothing to pay and hides Pay Now and the bank details. If only part is collected, the rest still shows how to pay.
- IMPROVEDThe email shows the Direct Debit amount and says no action is needed
- IMPROVEDA partial collection keeps Pay Now and the bank details for the remainder
See a consolidated invoice in one place
Visits billed on one invoice sit together on the client card, in Transactions, and in Outstanding. Open the invoice for every visit, the emails sent, a resend, and the PDF.
- NEWA header shows the invoice number, how many visits, and the total
- NEWOpen it for the visits, the email history, resend, and the PDF download
Resend sends the whole consolidated invoice
Resend on one visit of a multi-visit invoice used to list every line and total only that visit. It now emails the full invoice.
- FIXEDThe total in the email is the invoice total
- FIXEDA failed invoice email can be sent again from the invoice, or from the customer email history
Each recurring visit gets its own charge
Completing a visit no longer counts last week's charge as this one when next week's sheet is already on the planner. Each clean is billed on its own date.
- FIXEDA charge belongs to the visit whose date it falls on
- FIXEDBuilding the next sheet early no longer skips the charge for the clean you just did
Moving a job keeps the visit already done
Dragging a job onto another sheet, or using Move or Reschedule, leaves the completed or skipped visit on the sheet it was done on.
- FIXEDCompleted and skipped visits stay on the signed-off sheet
- FIXEDThe job is added to the sheet you moved it to as a new visit
Two addresses in one email field both receive the invoice
Saving two addresses in one box, separated only by a space, used to be treated as a single address, and the invoice never went out. A space now splits them, the same as a comma.
- FIXEDSpaces, commas, and semicolons all separate a list of addresses
- FIXEDSaving a customer rejects an address that is not a valid email
Stripe disconnect tells you if the account cannot come back
An account created in the Round Monster connect step cannot be connected to a platform again after you disconnect it. Connect asks you to use your own Stripe account, and disconnect asks you to type DISCONNECT.
- IMPROVEDUse your existing Stripe account, or create one at stripe.com before you connect
- IMPROVEDDisconnect asks you to type DISCONNECT, and warns you when the account was created through Round Monster
Edit the overdue payment reminder
Settings, then Email Templates, includes Payment Reminder (Overdue). The version you save is what Bulk Chase Debt and the automatic chaser send.
- NEWChange the subject and the body like any other system email
- IMPROVEDBulk Chase Debt and the overdue chaser both use your version
Stay signed in for longer, on each device
Sessions last longer, so leaving the dashboard open overnight no longer means logging in again in the morning. Signing out on one device leaves the others signed in.
- IMPROVEDYou stay signed in until that device has been left unused for a week
- IMPROVEDSigning out on one device leaves the others signed in. The office dashboard, the phone, and the worker app each keep their own session
Set Inactive pauses the jobs
Set Inactive pauses that customer's jobs and takes any pending visits off open worksheets. Setting them active again brings back only the paused jobs.
- IMPROVEDWorks from the customer card and from the clients list. The confirm shows which sheets are affected
- IMPROVEDSetting them active again brings back only the paused jobs
- NEWCustomer and job status changes now show on the customer Activity tab
Find jobs by worksheet, and move a run of them
All Jobs has a Worksheet filter and a Worksheet column. You can select a run of rows and move jobs that are already on a sheet.
- NEWChoose an open worksheet to see only the jobs on it. Each row shows which sheet that job is currently on
- NEWSelect a run of rows by dragging down the list, or by clicking one tick and Shift-clicking another. This works on All Jobs, the client list, a round, and an open worksheet
- IMPROVEDJobs already sitting on a worksheet can be moved to another one from that selection, or by ticking visits on the open sheet. You confirm the move first
Edit an invoice line, and send a welcome text
When you raise an invoice by hand, you can change each line's wording before it is sent. Welcome and booking confirmation texts can go out next to the emails.
- NEWWhen you raise an invoice by hand, you can change each line's wording before it is sent
- NEWWelcome text and booking confirmation text can be ticked next to the matching emails when placing a lead, adding a customer, or adding or editing a job
- IMPROVEDThe text templates are in Settings, SMS Messaging
Free visits complete without a charge
Turn Free on in Settings, then Payments. The job keeps its price. Completing the visit marks it done and moves the schedule, and it never raises a charge, invoice, or Direct Debit.
- NEWTurn Free on in Settings, then Payments. Set it on the customer, or on a single job
- IMPROVEDThe job keeps its normal price, so the round still shows what the clean is worth
- IMPROVEDCompleting it marks the visit done and moves the next clean on, with no charge, invoice, or Direct Debit
- IMPROVEDThe completion text and email leave the amount off
- IMPROVEDIncome forecasts leave Free jobs out, and worksheet sign-off lists them as free visits
- IMPROVEDUndoing a free visit only puts the visit count and the schedule back
An office skip stays skipped for the cleaner
A skip from the office shows Skipped by office on the worksheet and on the worker History tab. The cleaner cannot undo it. Reset to pending in the office still puts the visit back.
- NEWSkipped by office on the worksheet and on the worker History tab
- IMPROVEDThe cleaner cannot undo a skip made in the office
- IMPROVEDReset to pending in the office still puts the visit back
Show the customer reference on worker job cards
Settings, then Worker Dashboard has Show Customer Reference on Job Cards. On, the Ref on each card is the customer reference, the number they quote on a bank transfer, then the job reference if they have none.
- NEWA toggle in Settings, then Worker Dashboard
- IMPROVEDOn, the Ref shows the customer reference first, then the job reference
- IMPROVEDOff keeps the job reference first
Messages opens straight into the inbox
The Unread, Inbox, All, and Archived counts no longer sit in a row of cards above the list. Those filters stay in the bar. On a phone the inbox and the open thread run to the edges of the screen.
- IMPROVEDUnread, Inbox, All, and Archived stay as filters. The row of count cards above the list is gone
- IMPROVEDOn a phone the inbox and the open thread run to the edges of the screen
Send a pay link before the clean
Request payment on a job, or Send a pay link in Add Charge, texts or emails a portal link. The charge stays outstanding until they pay.
- NEWRequest payment on the job, and Send a pay link in Add Charge. Choose text, email, or both
- IMPROVEDDoing it again on the same job re-sends the open link
- IMPROVEDThe job chip shows where that request stands, and Add Charge will not raise a second upfront charge for the same job
- NEWRecord payment is there if they pay another way
- NEWSettings, then SMS: an Upfront Payment Request template
- IMPROVEDWhen that request is the visit invoice, completing the job settles it from what was taken at the door
Bank matching tells Santander payers apart
A Santander line is read from the name after FROM or TO, so different customers no longer collapse into one payer. The reference is tried first.
- IMPROVEDAuto-match runs after an upload, and when you open a statement that has never been matched
- IMPROVEDThe reference is tried first, then a payer you have matched before. If the name points at someone else, the line is flagged for you to pick
- IMPROVEDOne open invoice for that customer is matched on its own. Several that add up to the line are split across them
- NEWExclude can remember that payer, and Restore can forget the rule
A missed job shows the sheet it moved to
A signed-off worksheet now says where a Not completed job went. The orange card only lists jobs that still need rebooking. The sheet they left is hidden when you move them, so they cannot land back on the same one.
- IMPROVEDA Not completed row shows Moved to, with the sheet name and date, and whether it was done there
- IMPROVEDJobs already moved sit on a blue card that opens that worksheet. Move is only offered for jobs that still have nowhere to go
- FIXEDThe picker no longer includes the sheet you are moving them off
Quote texts fit in one message
The default quote text is shorter, so an average company name fits in one text. The price and the link stay on the message. The reference and how often are on the accept page.
- IMPROVEDOffice and doorstep quote texts use the shorter default
- IMPROVEDThe reference and how often are on the accept page
Money In counts credit when it arrives
Account credit is money received on the day it lands, and it is not counted again when a later clean is paid from it.
- IMPROVEDTransactions, with Range applies to Paid on: the green card is Money In (payments plus credit received). A line under it shows how much was held as credit
- IMPROVEDRange applies to Date: the green card is Charged, for work raised in the window, paid or not
- IMPROVEDReports, then Library: Payments collected has a Held as credit column inside the total. Daily payments notes a row as Held as account credit or Paid from account credit
A bank match sets how the money arrived
Matching a line stamps the payment method from the description: GoCardless, other Direct Debit, card, cash, cheque, or bank transfer. A name including dd is no longer read as a Direct Debit.
- FIXEDThe method comes from the line: GoCardless, other Direct Debit, card, cash, cheque, or bank transfer
- FIXEDA name including dd is no longer read as a Direct Debit
Sync from Accounts
The account owner gets Sync to Xero (or QuickBooks or FreeAgent) at the top of Money, then Accounts, once a provider is connected. It runs a Full Sync, and asks for a bank account first if payments are on and none is saved.
- NEWSync to Xero, QuickBooks, or FreeAgent at the top of Money, then Accounts
- NEWIt runs a Full Sync, and asks for a bank account first if payments are on and none is saved
Businesses can sign in with the billing email
An accounts address on the invoice can open the portal, not only the main email on the customer card.
- NEWSign-in accepts either address and replies to the one they typed
- IMPROVEDIf two active customers share it, nobody gets a link and you are notified. A paused card loses to the active one
- IMPROVEDThe portal greets them with the firm name when there is no contact, and shows the firm under the contact's name when there is one
Sign in to the portal by text
Customers with no email can get a portal sign-in link by text. Turn it on under Settings, then Customer Portal. Each text uses one SMS credit.
- NEWSettings, then Customer Portal: turn on Allow sign-in by text message. The portal has to be live first, with the page address filled in
- NEWOn the portal they choose Text message, enter the UK mobile you hold for them, and open the link in the text
- IMPROVEDA shared number goes to the active customer when the others are paused. If two active customers share it, nobody is texted and you get a notification
See who is using the portal
Settings, then Customer Portal shows sign-ins, payments and messages for the period you pick.
- NEWSign-ins, customers, money paid through the portal, and messages received. Last 7 days, 30 days, 90 days, or 12 months
- NEWHow many signed in by email, by text, or from a link you sent
- NEWRecent sign-ins, with a link through to the customer
Send one text to a group of customers
SMS Campaigns sends one message to a filtered group of your own customers: a gutter offer, a weather delay, or a note to people you have not cleaned for a while.
- NEWGrow, then SMS Campaigns. Filter by round, service, active or paused, and how long since the last clean
- NEWSee how many people will get it, and the credit cost, before you send
- NEWNeeds a dedicated number or a verified own number. Opted-out customers and landlines are left out
- NEWOn a dedicated number, replies in the next 14 days show on that campaign
The office menu is regrouped
Day-to-day work stays at the top. Everything else sits in Messaging, Customers, Money, Grow, Team, or System.
- IMPROVEDQuotes, marketing, vehicles, transactions and the rest moved into the section they belong to
- IMPROVEDThe old Check screen is now called Not sent. Same place: System
- IMPROVEDRole Management groups the same way as the sidebar
Messages shows who you are texting
The two-way text inbox shows the customer's address, what you clean for them, and what they owe, next to the thread.
- IMPROVEDUnread, Inbox, All and Archived, plus a search
- IMPROVEDA draft stays with the thread you typed it on
See the money that came in
Transactions can filter by the day you were paid, not only the day the work was done. Reports has a line for each payment.
- NEWTransactions: Range applies to Date, Paid on, or Created. Paid on drops unpaid rows
- NEWMoney, then Reports, then Library: Daily payments. Who paid, how much, and which method
Job-done texts
A completion text can carry a pay link, stay quiet when you already took the money, and greet the customer by their first name.
- NEWSettings, then SMS Messaging: add a portal pay link for the payment methods you choose. Paid visits do not get the link
- NEWSettings, then Notifications: skip the job-done message when payment was collected on the visit. The invoice email is unchanged
- The greeting uses the first name, and the service name is the one you set, not an internal id
A job note that removes itself
On a job note, tick Remove this note automatically and set how many cleans it should last. Only a completed clean counts it down, so a skip leaves it in place. The cleaner still sees it on the visit that uses it up. Undo that clean and the note comes back.
- NEWRemove this note automatically, for a set number of cleans
- IMPROVEDThe card shows Expires next clean, or Expires in N cleans
- IMPROVEDUndo the completion and the note is restored
A cancelled Direct Debit shows as invalid on client card
If a customer cancels their Direct Debit at the bank, the customer list shows DD invalid and the client card says Mandate no longer valid, with the date and reason. Linking a new mandate clears it.
- NEWDD invalid on the customer list
- NEWMandate no longer valid on the client card, with the date and reason
- IMPROVEDClears when a new mandate is linked
News and a changelog in the office
When News is enabled for your company, the sidebar has a News feed and a Changelog tab of these updates. The unread badge counts news articles only.
- NEWNews feed in the sidebar
- NEWChangelog tab on the same screen
- IMPROVEDThe unread badge is for news articles, so release notes do not light it up
Reminders are not sent twice
Sending worksheet reminders again only messages jobs that have not already been reminded for that visit date. The confirm box says how many were skipped. A Contacted tick from the call list stays ticked after a re-send.
- IMPROVEDA re-send only reaches jobs not yet reminded for that date
- IMPROVEDThe confirm box says how many were already reminded
- FIXEDContacted ticks survive a re-send
Direct Debit waits until you sign off
If you use On worksheet sign-off only, the Direct Debit now waits with the customer message. GoCardless is submitted when you sign the sheet off. A job finished off a worksheet still collects and notifies straight away. Companies set to On job completion are unchanged.
- NEWOn worksheet sign-off only holds the Direct Debit as well as the message
- IMPROVEDUndo the visit before sign-off and the Direct Debit has not been submitted
- IMPROVEDJobs completed off a worksheet still collect and notify immediately
Jobs you missed stay on the sheet
Jobs still pending when you sign a worksheet off stay on that sheet as Not completed. The visit was never billed, and the job is still owed. Move them onto another worksheet, and optionally text or email the customer the new date.
- NEWNot completed stays on the signed-off sheet
- NEWMove those jobs onto another worksheet
- NEWOptional text or email about the new date
Record a cash handover
Cash taken at the door stays with the cleaner until the office records a handover. The worker app shows what they are holding. Take all of it or part of it, and open a past handover to see which jobs were in it.
- NEWCash tally on the worker app
- NEWCash panel on Worksheets: record a full or partial handover
- NEWOpen a handover to see the jobs it covered
See where customers came from
Reports → Library has Customers by source (the current book: counts, jobs, value and balance) and Revenue by source (income for a period). The customer book includes a Source column.
- NEWCustomers by source in Reports → Library
- NEWRevenue by source for a period
- IMPROVEDCustomer book includes a Source column
(New Report) See what you actually collected
Payments collected shows money that landed, by day, week or month, split into cash, card, bank transfer, Direct Debit and cheque. Each row uses the day you received it, and you can limit it to one round.
- NEWPayments collected in Reports → Library
- IMPROVEDSplit by cash, card, bank transfer, Direct Debit and cheque
- IMPROVEDUses the day the money was received, and can be limited to one round
A line for every cash take
Cash collected lists each doorstep cash payment: who took it, the customer, whether it has been handed in, and who signed the handover off. Open it from the Cash panel or from Reports → Library.
- NEWCash collected in Reports → Library
- NEWWho collected it, the handover status, and who signed it off
- IMPROVEDOpen the same report from the Worksheets Cash panel
Filter money by round and service
Transactions, Work completed and Aged receivables can be limited to one round or one service. Payments collected can be limited to a round. Aged receivables can also be limited to a date range.
- NEWRound and service filters on Transactions
- NEWThe same filters on Work completed and Aged receivables
- NEWDate range on Aged receivables
A title on the customer
Add Mr, Mrs, Miss, Ms, Dr or a custom title. Quotes, completion emails, invoices and texts greet them with it, including title-only names like Mrs Smith.
- NEWTitle field on the customer (office, worker add-customer, and imports)
- IMPROVEDGreetings no longer come out blank when the first name is empty
- IMPROVEDTitle-only names search and display correctly in the customer list
Sort the jobs list your way
All Jobs has a Sort dropdown: round then route order, round then due date, or due date then route order. Saved filters can remember it.
- NEWSort dropdown on All Jobs
- NEWSaved filters can pin a sort order
- IMPROVEDRO column shows 1, 2, 3 within the round, not 19000 / 20000
A call list when a reminder could not send
Customers with no email and no UK mobile used to vanish from a reminder send. You now get their name, a phone link, and a Contacted tick so the missed count clears as you call.
- NEWNamed list on the reminder card, with tap-to-call links
- NEWContacted tick: the missed count, Check row and bell clear as you go
- NEWAmber Sent · N missed pill on the worksheets list
- IMPROVEDLandline-only customers fall back to email, or land on the call list
Only sync accounting from a date
Set a start date per Xero or FreeAgent connection so old invoices and payments stay put. Xero also gets the customer reference as the contact Account Number and on payments, which helps Find and Match.
- NEWOnly sync from date in Settings → Integrations
- IMPROVEDInvoices and payments before that date are never pushed. Leave it blank to sync all history
- IMPROVEDXero: customer reference on the contact and on newly synced payments
Day Plan keeps a round together
Auto-Build no longer splits a round across sheets just to fill leftover minutes. The whole same-day block goes on the current sheet, or the sheet closes and the round starts the next one.
- IMPROVEDA round only splits when it cannot fit on a single sheet
- IMPROVEDStrategy card copy says so
Save a filter and share it with the team
On Jobs, Quotes, Outstanding, Transactions and Reminders, save a named mix of filters. The whole office sees the same pills, on every device.
- NEWFunnel button on those lists to create a custom filter
- NEWNamed pills in the filter bar — tap to apply, tap again to clear
- IMPROVEDShared with everyone in the company, so nobody rebuilds the same view
Send a quote as a text
The quote composer can SMS a short message with a tap-to-view link, as well as (or instead of) email.
- NEWSMS with link channel on Send Quote
- IMPROVEDThe accept link is added automatically. Needs a UK mobile and Round Monster SMS credits
A library of downloadable reports
Finance → Reports gains a Library tab: aged receivables, work completed, the customer book, revenue by round, and more. Download as CSV. Owners have it on; grant it to other roles under Team → Role Management.
- NEWLibrary tab with named reports and CSV download
- NEWRun & Download Reports permission in Settings → Team → Role Management (on for owners)
- IMPROVEDWorker performance shows revenue gross and net of VAT
See who has actually been asked to pay
Outstanding used to show Notified whenever any email went out. The column is now Payment Requested: it only lights up when the email asked for money.
- IMPROVEDPayment Requested replaces the old Notified badge
- IMPROVEDDirect Debit and already-paid completion emails count as notices, not requests
- NEWNot asked when nothing bill-like has gone out yet
Planner sheets show every job on them
A job on a worksheet used to vanish from the planner if its due date sat outside the week or month you were looking at. It now stays on the sheet.
- FIXEDJobs claimed by a visible worksheet still appear even when they are due later or earlier
Price changes follow unsigned worksheets
If you raise a job price after it is already on a worksheet, the sheet, worker cards and the billed total pick up the new price until the sheet is signed off.
- FIXEDPending worksheet lines refresh when the job price or first-clean price changes
- IMPROVEDOne-visit overrides, completed visits and signed-off sheets are left alone
Choose where jobs go when you delete a round
Deleting a round used to leave its jobs stranded. You now pick: move them onto another round (appended at the end of its route) or send them to Unassigned.
- NEWMove to another round, or Unassign, before the round is deleted
- IMPROVEDBlocked while a live rental exists on that round
Reminders on the worker app
Assign a reminder to a worker and it shows on their phone: a banner for anything due today or overdue. They tap it to see the list and mark each one Done.
- NEWBanner on the worker app for assigned reminders that are due today or overdue
- NEWTap to open the list and mark Done (name and time are recorded, same as in the office)
- IMPROVEDRecurring reminders still generate the next one when marked Done
Say why a customer went inactive
When you set a customer inactive, you can add an optional reason. It is saved at the top of their notes with your name and the time, and shown on their card.
- NEWOptional reason when setting one customer, or a batch, inactive
- NEWAmber banner on the customer card with who set them inactive and when
- IMPROVEDLeave the box blank and it still records who and when
A floor on front-only prices
Small jobs marked Front Only can now charge a minimum you set, instead of dropping to a few pounds. The visit never bills more than the full clean.
- NEWMinimum charge field on Settings → Jobs → Front-Only Cleans
- IMPROVEDThe live example updates as you type. Leave it empty for no floor
Round order on the planner
Choose how round groups stack in each day: drag them yourself, match the Rounds list, or A-Z. Week and month views both follow it.
- NEWRound order in the planner Layers menu (Manual, Rounds list order, or A-Z)
- IMPROVEDDragging a round while auto-sorted reminds you to switch to Manual first
Day Plan auto-build
A third Auto-Build strategy: each day's sheets only take jobs due by that date (plus overdue). Later jobs stay put, so a quiet Monday is not filled with Tuesday's work.
- NEWDay Plan strategy on Auto-Build
- IMPROVEDTap a strategy card to see what it does
- IMPROVEDWarns if rounds have not been reordered yet, or if two rounds share the same order number
Field requests show the real reason
When a worker sends a job to the office, the inbox now shows the reason they picked: quote, new booking, update on services, moving house, billing, account, or other. It used to tag everything as Wants quote.
- IMPROVEDField Requests badges match the worker's selected reason
- IMPROVEDOlder requests that stored the reason as a label are corrected
A new Check view in System
System has a new Check view. Open it when a customer says they never got a text, email or invoice — look them up by name, address or invoice number and see what we sent, skipped, or are waiting on you to raise.
- NEWNew Check view in System (sidebar, next to Knowledge Base — also in the command palette)
- NEWSearch by name, address, postcode or invoice number to see that customer’s messages and why one was skipped
- IMPROVEDWaiting for invoice only counts money still owed. Same-business sites are named by address so they don’t look doubled
Edit the wording on a raised invoice
Fix a typo, add the site address, or match what the customer’s accounts team asked for — without deleting and re-raising. Amounts stay locked.
- NEWEdit Invoice Lines from Outstanding, the transaction panel, or the customer Transactions tab
- IMPROVEDThen Resend Invoice or Download PDF to send the corrected document. Totals cannot be changed here
Manual invoices from Outstanding
Raise a consolidated or on-demand invoice from the header, and get a nudge when unbilled work is over a month old.
- NEWManual Invoices button on Records → Outstanding
- NEWBanner when a customer has unbilled visits older than a month
Bank rec matches the payment reference
When a transfer quotes the customer’s Round Monster reference (RM-XXXX or an imported ref), Auto-Match finds them even if the amount is shared with someone else. Search Transactions, Clients and Outstanding by that same ref.
- NEWAuto-Match reads the customer’s payment reference quoted on the statement line
- NEWSearch Clients, Outstanding and Transactions by RM-XXXX or an imported reference
- NEWVirgin Money PDF statements — upload the PDF the bank issues; it is read in your browser
- IMPROVEDMoney in, money out, left to match, and opening/closing balance on each statement
Drag to select jobs on a round
On the round card, click Select then drag across Round Order to tick a range for a worksheet. Same gesture on the map list when you only want to optimise part of the route.
- NEWPress and drag to tick (or untick) every job between the start and the pointer
- NEWOn a phone, hold briefly then drag so a normal flick still scrolls
- NEWShift-click from the last ticked job to extend the range
Notes on closed worker job cards
Turn on Show Notes on Job Cards so gate codes and special instructions sit on the closed card — workers do not have to open every job.
- NEWSettings → Workers → Show Notes on Job Cards (off by default, cards stay compact)
On-site time on worksheets
When Job Duration is on, worksheets show estimated time on site — a Time column on the list, a stat on the sheet, and a chip on each job.
- NEWTime column and on-site-time stat on Worksheets (jobs without a set duration count as 15 minutes)
Only chase what is actually overdue
Bulk Chase Debt now waits until the invoice due date has passed. You can raise the floor to 3, 7 or 14 days overdue so current customers are not nagged.
- NEWOnly Chase If picker — overdue only (default), 3+ / 7+ / 14+ days, or any age
See every round on one map
The Rounds list has a Map view of every live job. Filter by round, worker, service and job value, draw a box or lasso to select, then move work from the actions dock.
- NEWList | Map on Rounds — pins coloured by round, with worksheet titles and service types
- NEWLasso or box-select jobs, then use the actions dock
- NEWJob-value range filter alongside service types
Distance between stops
A Distances chip on Today’s Work and the worker jobs list shows a straight-line estimate between each remaining stop. Tap again to hide it.
- NEWToggleable stop-to-stop distances on Today and the worker app
Scroll through weeks on the planner
Week and 2 Week views now stack weeks. Scroll down for later weeks, up for earlier ones. The stats and week label follow whichever week you are looking at.
- NEWScroll the week board instead of clicking through one week at a time
- NEWDragging a job to the top or bottom of the board keeps scrolling — and loads more weeks
- IMPROVEDPrev / next week and This Week jump to a week already on the board without a full reload
Hide the planner stats bar
Tuck the stats away when you want more room for the board. The Stats button in the planner toolbar brings them back.
- NEWStats toggle on week and month views — remembered for next time
Quote Monster front-only quotes stay front-only
A quote marked front-only in Quote Monster keeps that flag when it lands in Round Monster. The price is already the front-only rate — it is not discounted again.
- IMPROVEDFront-only transfers keep the flag on the job
Moved jobs still show their real due date
When you drag a job onto a different day, the card shows the original due date so you can see it was brought forward or pushed back. Hidden when it is already sitting on its due day.
- IMPROVEDUses the job’s schedule date, not the working date it was dropped on
Undo a Direct Debit that has started
If you undo a visit after the Direct Debit has gone to GoCardless but not yet to the bank, you can cancel it in the app. No trip to the GoCardless dashboard.
- NEWCancel the Direct Debit and undo the visit in one step
- NEWOr cancel the Direct Debit and keep the job completed, to collect by cash, card or pay-by-bank
- NEWOutstanding: cancel an in-flight Direct Debit, or charge again after a cancelled one
- IMPROVEDIf it has already reached the bank, you get a clear “can’t stop it” message instead of a dead end
Undo after a payment was recorded
A recorded payment no longer blocks undo as a dead end. Void it and undo the visit together, or review the payment first without leaving the screen.
- NEWVoid the payment and undo the visit in one go
- NEWReview the payment in a side panel first. Undo continues when you close it if you voided
- IMPROVEDVoided payments show on the customer’s Activity tab
Quiet job-done messages for monthly invoices
Business customers billed weekly, monthly or on demand can skip the “job completed” text. They get no invoice at the door, so that message was confusing.
- NEWUntick “Send job complete notices” on the customer card (only shown for those invoice periods)
- IMPROVEDCharges still accumulate and the consolidated invoice goes out as normal
Completion texts use the billed price
The price in a job-complete SMS is what this visit actually charged, not the stored job price.
- IMPROVEDAmendments, front-only and first-clean premium are included
Job menus on the month planner
Expand a round or worksheet on month view and you get the same right-click job menus as the week board.
- NEWPer-job rows in expanded month-view boxes
- IMPROVEDRight-click empty day space and the worksheet dock work in month view too
Front-only: reason and completion text
Pick why a visit was front-only at the door, and customers get a dedicated front-only completion message — not the normal job-done wording.
- NEWReason picker when marking Front Only — shown at sign-off
- NEWSeparate editable front-only completion SMS in Settings → SMS
- IMPROVEDIf you skip completion SMS for GoCardless customers, a one-off front-only visit still gets the front-only message so they know why the charge changed
Price this clean only
Amend the price for an already-cleaned job when you are working from rounds with no worksheet — it applies on the next visit, then clears.
- NEWOne-visit price amend from Today / rounds when there is no worksheet
See future cleans on the planner
Optional ghost cards for upcoming projected cleans so you can plan ahead without building every sheet yet.
- NEWProjected cleans toggle on the planner (off by default)
Worksheet dock and richer planner menus
In rounds mode, slide out that day's worksheets between columns to drag work onto them. Right-click worksheet headers for open, select all, reminders, move, or change worker — and empty day space to create a sheet.
- NEWWorksheet dock column in planner rounds view
- NEWContext menus on worksheet headers and empty day cells
- IMPROVEDWarns if you assign a worker on a day they are not working
Working days per worker
Set which days each person works — Auto-Build and planner assignment only use the days they are in.
- NEWPer-worker working days on the worker panel (falls back to the company week if unset)
- IMPROVEDAuto-Build round-robin respects each worker's days
Email when a customer texts in
Get a platform email when a customer replies by SMS — to the person who works that round, otherwise the owner.
- NEWInbound SMS email alerts in Settings → Notifications
- IMPROVEDAlerts are throttled so the same conversation does not flood your inbox
Job Rescheduled email
The reschedule email header is simply Job Rescheduled — it no longer says Weather Delay, so non-weather reasons fit cleanly.
- IMPROVEDTemplate name and branded header drop “(Weather Delay)”
CC more people on invoices
Send invoice and payment-reminder emails to extra addresses — each person gets their own copy, so nobody sees anyone else’s email.
- NEWAdd up to four CC addresses on a customer (billing email stays the primary)
- NEWComma-separated emails already on a customer are split automatically — first stays primary, the rest become CCs
- IMPROVEDEach address is sent separately, so recipients never see each other
Filter the planner by staff
See one person’s week or month at a glance — All team, Unassigned, or a named cleaner.
- NEWStaff filter on week and month views — All team, Unassigned, or pick a worker
- IMPROVEDRound mode filters by who owns the round; worksheet mode by who’s on the sheet
- IMPROVEDDay totals and the day sheet follow the same filter
Round actions on the planner
Act on a whole round group from the planner — assign a worker, move the day’s jobs, send reminders, or open the round.
- NEWRight-click a round on desktop (or open the sheet on mobile) for assign, reschedule, reminders, or open round
Closest round when adding a job
Add Job suggests the nearest round for the customer’s address — same idea as placing a lead — and only auto-picks while the round is still Unassigned.
- NEWClosest-round suggestion and distances on the round dropdown when you pick a customer
- NEWHover a round to see its upcoming clean dates
- IMPROVEDA round you chose by hand is never overridden
Front-only cleans
When the gate is locked and you only do the front, tap Front Only — the reduced price is set from your company rule, on the worker app and on Today (including rounds with no worksheet).
- NEWA Front Only button on the visit — price comes from your Settings rule (percent or fixed off), not typed at the door
- NEWWorks on the worker app and Today, including rounds mode with no worksheet
- NEWMark a job as always front-only so the stored price is already the front rate — no double discount
- IMPROVEDThe invoice line shows (Front only) so the customer sees why the charge is smaller
Bulk Chase Debt
Outstanding chase is clearer: pick email-first or SMS-first for the batch, preview the message, and open a customer before anything goes out.
- IMPROVEDSend Chase is now Bulk Chase Debt
- NEWChoose Email → SMS fallback or SMS → Email for this chase — debt messages ignore the customer's usual contact preference
- NEWSee the exact text that will go out, with clear placeholders for name and amount
- NEWTap a recipient name to open their customer card before you send
Hide prices on auto-collect jobs
Keep Direct Debit and card prices private from workers who should not see them — Collect on day still shows the amount, because they need to know what to take.
- NEWA price-privacy option for auto-collect methods (Direct Debit / card) in payment settings
- IMPROVEDCollect on day always shows the price — privacy is ignored while that is on
Edit price from Today
Amend a job price from the Today list the same way you can on the worker app — no need to leave the day view.
- NEWPrice edit on Today's Work for office users, with the same audit trail as a field amend
Averages use your working days
Per-day averages on stats now divide by the days your company actually works — not a flat seven-day week.
- IMPROVEDDaily averages follow Settings → Company working days (e.g. a 3- or 4-day week)
Smarter frequency picker
When you add or edit a job, the frequency list follows the options your company actually uses.
- IMPROVEDFrequency choices match your company's configured frequencies — including 4-week, 8-week and day-based schedules
Build a worksheet on your phone
Multi-select on All Jobs works again on a phone, so you can pick a list and build a sheet without switching to desktop.
- FIXEDMulti-select and Add to worksheet are usable again on mobile All Jobs
- IMPROVEDAction buttons sit where you can reach them on a small screen
Undo a completion — with a clear preview
Undo a finished visit and see exactly what will happen first. The due date comes back, and it works even if the job was done from Round Today with no worksheet.
- NEWBefore you undo, a preview lists the charge, invoice, Direct Debit and messages that will be cleared
- NEWUndo restores the job's due date so it reappears where it was due
- NEWJobs completed from Round Today (no worksheet) can be undone from Today history
- IMPROVEDIf money has already moved, undo explains what to fix first instead of failing silently
Income forecast on Reports
See expected income ahead, so you can plan the week without building a spreadsheet.
- NEWReports gains a Forecast tab for upcoming income
Today: text and move from the day list
Message a customer — Round Monster SMS, your phone SMS, or WhatsApp — or move a job without leaving Today. Plus a Paused starting status when a new job should not go out yet.
- NEWSend Text from Today via Round Monster, your phone SMS, or WhatsApp — and remember your usual choice
- NEWMove a job from the Today list
- NEWPaused as a starting status for jobs that are not ready to schedule
Planner on a phone
The mobile planner is easier to use: full-width cards, cleaner long-press menus, tap the price for the tip, and open a whole day from month view.
- IMPROVEDMobile week and day sheets show job cards full width
- IMPROVEDLong-press menus wait until you lift your finger before anything can be selected
- IMPROVEDTap the price on a phone to see the pricing tip — without opening the customer card
- IMPROVEDIn month view, tap a day to open all jobs for that day
- IMPROVEDEarly and Late follow the job's real due-date anchor
Swipe back closes panels
On a phone, the edge-swipe back gesture closes the customer card and other slide-outs instead of leaving the page.
- IMPROVEDBack / edge-swipe closes the open panel; desktop is unchanged
Reminders without a worksheet
Send a due-date reminder for any job — it does not have to be on a sheet first — and see exactly what will go out before you send.
- NEWDue-date reminders work from the planner and Today, even when the job is not on a worksheet
- NEWA shared breakdown card shows who gets what before you send
- IMPROVEDReminder texts sign off with your company name
Highlight on the planner
Paint a highlight over jobs you are focusing on, so busy weeks stay readable at a glance.
- NEWA Highlight overlay on the planner so you can mark the jobs that matter right now
Today view, clearer cards
Today uses the same clear job cards as the worker app, so the office day list is easier to scan on a phone or desktop.
- IMPROVEDToday is rebuilt on the worker-card pattern — address, price and actions in one place
- IMPROVEDDay-map toolbar and mobile branding sit cleaner on a phone
- NEWWorkers in tracking mode get History stats for the day
Smoother SMS credit top-up
Buying credits and auto top-up now keep a card ready, tell you if a charge does not go through, and show how many credits a text will use before you send.
- IMPROVEDBuying a credit pack leaves a card on file so auto top-up can charge it next time
- IMPROVEDIf a top-up does not go through, you get an in-app notice and an email — not a silent miss
- NEWA character counter on Messages, the customer card and SMS templates shows when a text will use more than one credit
- IMPROVEDIf SMS is turned off, reminders go by email instead of being skipped
Worksheets, rounds and reminders on a phone
The remaining office lists pick up the same phone cards as Jobs and customers — tiles you can read, buttons with labels, and filters that stay out of the way.
- IMPROVEDWorksheet jobs show Price, Pay, Round and Stop as tiles, with labelled Complete and Skip
- IMPROVEDRound Route Order uses the same cards, with Due, Frequency, Price and Sheet
- IMPROVEDReminders get phone cards and Open filters, so search stays in reach
Sign-in stays snappy
Opening the office or worker app no longer waits on another tab that has the same login open.
- IMPROVEDSign-in and the worker app load quickly even if another tab is already signed in
Business pulse on Reports
See how the book moved — jobs done, money in, and customers gained or lost — without opening a spreadsheet.
- NEWReports gains a Business pulse: jobs completed, work value, skip rate and payments collected
- NEWJobs gained and lost, plus the annual value of the book and the net movement
- NEWToday, This week and Last week presets — compared with the same days last week
- IMPROVEDChanges show as real numbers (2 more jobs), not noisy percentages
Print a signed-off worksheet
A locked sheet now prints as the finished day's record — who did what, and who signed it off — not a blank checklist.
- NEWPrint button on signed-off worksheets so you can file the day before the sheet is cleared
- IMPROVEDDone, skipped and not-done chips, plus the crew and the signed-off time
- IMPROVEDSign-off notes print in the notes box; collect-on-the-day is dropped once the day is over
- IMPROVEDPrinting before the round still gives you blank signature boxes
SMS settings open straight away
Settings → SMS shows your balance and number immediately, and own-number setup lives in the card you pick.
- IMPROVEDThe tab opens without waiting for credit-pack prices to load
- IMPROVEDOwn Mobile Number setup and verification sit inside the option you select
- NEWA verified number shows as Active on the card, so you can see what will send
Pin the worker nav away
On the worker app, tap the blue notch to keep the bottom bar hidden while you work — tap again when you want it back.
- NEWTap the notch to pin the nav hidden; it stays away as you scroll until you unpin it
- IMPROVEDThe notch sits above the home indicator so it stays easy to reach
Planner shows completed worksheets
Finished visits stay on the day they were done, so the board shows the day's work instead of going blank the moment a job is completed.
- NEWCompleted visits stay on the planner as green done cards for 14 days
- NEWMonth view shows an N done pill on each day
- FIXEDAll Jobs Last Cleaned and Last Clean By now record who did the visit — including when the owner cleaned it themselves
@mention a customer on a sticky note
Type @ in a sticky note to tag a customer — the name stays clickable even if they later change theirs.
- NEWType @ to pick a customer from your list
- NEWMentions are chips you can tap to open the customer card
- IMPROVEDA rename does not break the link, and deleting the @name from the note drops the mention
Lists that work on a phone
Jobs, customers, accounts and the rest of the office lists are usable on a phone — filters tuck away, and every row has a proper card.
- NEWOpen filters collapses the filter pills on phones so search stays in reach
- IMPROVEDJobs, customers, worksheets, accounts, payments, direct debit, outstanding and history each have a phone-sized card
- IMPROVEDDropdown menus stay on screen instead of hanging off the edge on a phone
- IMPROVEDGrouped dropdowns show section headers so long lists are easier to scan
Add a customer from the Worker Dash
A worker who meets a new prospect on the round can capture them on their phone — the lead lands in New Signups for you to place.
- NEWWorkers can add a customer from the worker app — name, contact, address, job type, how often, price, notes and a property photo
- NEWThe lead appears in New Signups tagged Field · their name, ready for you to place in a round
- NEWSwitch it on in Settings → Workers — off until you want it
- IMPROVEDAddress search matches the office Add Customer form, including Use what I typed
- IMPROVEDCaptures still land if the phone is offline, and a retry will not create a duplicate
Preferred and blocked cleaners
Remember who a customer wants — and who they asked you not to send — so planning does not depend on someone re-reading the notes.
- NEWOn the customer card, set a preferred cleaner and tick anyone they asked you not to send
- NEWPlanner, round and worksheet cards show Asks for / Don't send pills
- NEWYou will be asked to confirm before a blocked cleaner gets that job
- NEWSwitch it on in Settings → Jobs & Services — hidden until you need it
Map pins stay put
Pins on the rounds map and day map no longer drag by accident — unlock one pin when you mean to move it.
- NEWMove this pin unlocks a single pin for dragging
- IMPROVEDThe pin locks again after you save, or if the save fails
- FIXEDAfter a move, the rounds popup keeps its buttons instead of a dead GPS Updated message
Worksheet planning
Plan a sheet the way you walk it — notes on the row, reverse the route, or start at the far end.
- NEWJob notes tick on worksheet and round lists — office instructions visible on each row
- NEWReverse the current route on a worksheet so the last stop becomes first
- NEWStart at far end tick when you optimise — same preference on rounds and worksheets
- IMPROVEDYour far-end choice is remembered between rounds and worksheets
Branded print sheets
Worksheet and round-order printouts now share one professional A4 layout with your logo, colours and contact details.
- NEWCompany-branded A4 sheets for worksheets and round order — your logo, colours and contact block
- IMPROVEDRepeating header, page numbers, sign-off and a confidential footer on every page
- IMPROVEDWorksheet print rows show frequency, property label, re-clean and skip reason
- IMPROVEDCollect-on-the-day amounts always print; prices stay hidden for workers who should not see them
Smarter round due dates
Round due dates now follow when you would actually go out — a single early job no longer pulls the whole round forward, and a backlog shows as due now.
- NEWA round is due when a proper batch of jobs is ready, not when one stray job is
- NEWHover any round due date to see the upcoming outing pipeline
- NEWCustomer card — Show round due date so you can tell someone when you are next on their street
- IMPROVEDAdding a job to a round suggests the next outing and how many other jobs are due by then
- IMPROVEDDue now only turns red when the round has an overdue backlog
Field Requests — now under Messaging
Worker quote and booking requests from the field have their own inbox, instead of living on New Signups.
- NEWField Requests is a dedicated view under Messaging, with its own pending-count badge
- IMPROVEDNew Signups stays focused on website leads and quote acceptances
- IMPROVEDFind it quickly from the command palette or the /field-requests shortcut
Worksheets & scheduling
Faster ways to get jobs onto sheets, and a quieter worksheets list when you want it.
- NEWCustomer card — compact Worksheet chip on each active job that is not already on a sheet
- IMPROVEDAll Jobs Add-to-Worksheet dropdown shows job count and sheet value
- NEWWorksheets — Hide signed off checkbox next to the worker filter (remembers your choice)
Jobs, addresses & reminders
Clearer payment defaults, freer address entry, and plainer reminder settings.
- IMPROVEDAll Jobs Payment column shows the customer default (e.g. CD · Cash) instead of a vague label
- NEWAddress search — Use what I typed (or press Enter) when Mapbox has no match
- IMPROVEDSettings → Notifications spells out UK send time and that only assigned worksheets are auto-reminded
- IMPROVEDSettings deep-links from elsewhere in the app open the correct tab more reliably
Tour, support & worker photos
A fuller product tour, easier live support sessions, and clearer property-photo prompts in the field.
- IMPROVEDProduct tour covers Customise Stats / Columns, multi-select, planner tools, and live right-click menus
- NEWDuring a support session, Start Live Support Session opens your shared Google Meet room from the banner
- IMPROVEDWorker app — Tap to add Property Photo (clearer wording when capturing on site)
Round Monster 3.0 — ready for public launch
After months of building with real round businesses and a full round of end-to-end testing, Round Monster 3.0 is ready for full public release. This is the product we are proud to put in every window cleaner's hands.
- NEWVersion 3.0 marks Round Monster as launch-ready — battle-tested with live rounds, not a beta label
- IMPROVEDQuote → accept → book, payments, worksheets and the customer portal have been through extensive real-world testing
- IMPROVEDOffice dashboard and worker app polished for everyday use on desktop, phone and home-screen install
- IMPROVEDDay-to-day flows tightened so your team can run the book with confidence from day one
Win work with quotes
Build professional quotes, send them by email, and let customers accept online — with an optional card deposit — then turn accepted quotes into customers and jobs automatically.
- NEWQuotes builder with your catalogue, line items, discounts and VAT
- NEWRecurring service quotes — price per visit, frequency and optional first-clean price
- NEWCustomers accept on a branded page; take a deposit by card when you need one
- NEWAccepted quotes convert straight into a customer and job — no re-keying
- IMPROVEDQuote validity dates and clear messaging when a newer quote link has been sent
Get paid the way your round works
Clearer charging, Direct Debit, card payments, invoices and reminders — so money collection matches how you actually work.
- NEWRequires invoice per customer — formal invoice email on completion when they need one
- NEWChoose how each job gets paid — cash, card, bank transfer or Direct Debit
- IMPROVEDUnified Record Payment and Add Charge flows with clearer receipts
- IMPROVEDBranded Direct Debit thank-you page with your logo and colours
- IMPROVEDOutstanding balances, ageing and payment reminders stay clear for the office and the customer
Office, field and customer portal
Everything your team and customers touch day to day is sharper — from the worker app on site to the portal after the clean.
- NEWFleet Health & MOT History — tax, MOT and vehicle status in one place
- NEWLeave planner with fair mid-year pro-rated holiday allowance
- IMPROVEDWorker app and office dashboard install cleanly on iPhone with proper safe-area layout
- IMPROVEDCustomer portal — clearer next clean, service names, bank references and account credit
- IMPROVEDEmail branding — domain verification, signature logo and header colours that match your business
Reports, re-cleans and everyday polish
Figures you can trust, re-cleans you can track, and dozens of smaller improvements that make the week run smoother.
- IMPROVEDReports and dashboard stats lined up with what you see on Rounds and Jobs
- NEWRe-cleans capture the reason and keep a full trail on the customer record
- NEWEmail attachments and company documents without leaving Round Monster
- IMPROVEDCommander, jobs list, worksheets and inbound email refined for faster daily use
- IMPROVEDBackground accounting sync so Xero, QuickBooks and FreeAgent do not block your screen
Reports & business stats
Dashboard and report figures should now align with what you see on Rounds and Jobs.
- FIXEDMonthly value and opportunity stats use calendar-correct maths
- IMPROVEDRecurring revenue breakdown on Reports loads from your live book, filterable by round
- FIXEDExpense summaries count reclaimable VAT only
- FIXEDDebt ageing rules consistent across Outstanding and related views
Day-to-day polish
Smaller improvements that add up across the week.
- IMPROVEDJobs list stays in sync when work completes on Today's Work or a worksheet — refreshes in the background without a skeleton flash
- IMPROVEDJobs list shows address first, customer name underneath
- IMPROVEDOutstanding search matches the service name shown in the table, not internal codes
- IMPROVEDRenaming an expense supplier updates linked expenses automatically
- NEWKnowledge base articles can show guidance disclaimers (VAT, vehicles, accounting)
- IMPROVEDInbound email previews stay contained on narrow screens — no horizontal scrolling
- IMPROVEDCustomer-facing emails render properly on mobile without clipping
- NEWUnread messages indicator on the mobile bottom navigation bar
Mobile apps
Better experience on iPhone for both field and office.
- FIXEDWorker app safe-area layout fixed — content no longer sits under the notch or home bar
- NEWOffice dashboard can be installed to your home screen with proper safe-area spacing
- IMPROVEDUpgrade success screen restyled — plan logo in the header, more compact body
Requires invoice — per customer
You can now flag individual customers who always need a formal invoice on completion.
- NEWRequires invoice checkbox on the customer card
- NEWWhen ticked, a formal invoice email replaces the standard job-complete email — one email, not two
- IMPROVEDBusiness customers get a PDF attached; residential customers get the invoice in the email body
- IMPROVEDChoosing Invoice as the payment method auto-ticks the flag
Leave planner — pro-rated allowance
Holiday entitlement now scales fairly for people who join or leave mid-year.
- NEWMid-year starters and leavers get a pro-rated allowance for the current leave year
- IMPROVEDLive preview on the team member panel before you save
- NEWSettings toggle to turn pro-rating on or off
- IMPROVEDWall chart and leave calendar show the effective allowance, not just the annual figure
Email branding & setup
Your outgoing email looks more like your business, and setup is more thorough.
- NEWWhole-domain email verification — verify your entire sending domain for better deliverability
- NEWDedicated signature logo separate from your header logo
- IMPROVEDHeader colours you pick are used exactly as chosen in emails
- IMPROVEDService names across the app now match your catalogue — no more legacy internal IDs showing through
Outstanding, worksheets & auto-build
Several day-to-day annoyances fixed in one pass.
- FIXEDOutstanding age column no longer inflates on UK date formats (e.g. showing 117 days when it should be much less)
- IMPROVEDSigned-off worksheets are locked in the UI — no accidental edits after sign-off
- FIXEDAssigning a worker no longer fails when two same-day worksheets share the same title
- IMPROVEDSolo operators are included in the auto-build rotation by default
Customer portal
The embed portal is clearer for your customers.
- IMPROVEDBank transfer reference uses the customer's reference field, not their name
- IMPROVEDNext clean date labelled Est. next clean — schedules can shift
- IMPROVEDService names on the portal dashboard match your catalogue display names
Commander & customer records
Finding customers and understanding where they came from is quicker.
- NEWRecent customers in the command palette — logged from any screen where you open a customer
- IMPROVEDCustomer source labels show friendly names (e.g. Quote Monster, Referral) instead of internal codes
- IMPROVEDCustomer sources and skip reasons now come from your Settings lists everywhere — office, worker app, and Today's Work
Worksheets & payment reminders
Two fixes that affect what your team and customers actually see day to day.
- FIXEDSigned-off worksheets are removed from devices 14 days after the work date, not the sign-off date — late sign-offs no longer linger for weeks
- IMPROVEDPayment reminder emails only send when your outgoing email is set up — customers always receive mail from your business address
Add Charge & payment receipts
Clearer upfront charging and tidier receipt emails for card payments.
- IMPROVEDAdd Charge flow redesigned — clearer banners, line-item entry, and duplicate-charge warnings
- FIXEDPayment receipt emails show proper payment method names, not raw codes or leftover template placeholders
- IMPROVEDAdd Charge and job completion now follow one consistent charging path
- IMPROVEDUndoing a completed worksheet item properly rolls back the linked charge and any queued payment
Completion emails & invoicing
Job completion and sign-off emails are more dependable, especially when a customer needs a formal invoice.
- IMPROVEDWorksheet sign-off triggers completion notifications more reliably
- IMPROVEDInvoice-on-completion logic unified — customers who need an invoice get the right email at the right time
- IMPROVEDWorksheet items stay locked once a sheet is signed off; revert only when the system allows it
Recurring service quotes
Round-based businesses can now quote the way they actually sell — a price per visit on a frequency, with an optional one-off first-clean price.
- NEWQuote type for recurring services — price per visit, frequency and optional first-clean price
- NEWProject quotes still available for one-off and line-item work such as pressure washing
- IMPROVEDAccepted recurring quotes carry visit price and first-clean price through to the new job automatically
Smarter Record Payment panel
Recording a payment is now simpler and more consistent — one panel for every customer, clearer card and Direct Debit options, and completion emails that always give customers a way to pay.
- IMPROVEDOne unified Record Payment panel for every customer — cash, card, bank transfer, Direct Debit and more
- IMPROVEDStripe and Direct Debit charge cards show whether the customer already has a card on file
- NEWJob completion emails include a portal link so customers can view and pay when a card payment link is not available
- IMPROVEDWorksheet sign-off emails include the same portal pay link for every customer who owes money
Customer portal & inbox polish
The customer portal and your portal inbox are clearer — account credit is shown properly, and replying to portal messages is easier from the office.
- IMPROVEDAccount credit shown separately from outstanding invoices — customers see what they owe and what they have in credit at a glance
- IMPROVEDPortal inbox — click a customer name to jump straight to their record
- IMPROVEDYour full reply is shown in the portal inbox thread, not just a timestamp
- IMPROVEDPortal invite emails show friendly expiry times (e.g. seven days) instead of a long minute count
Branded Direct Debit thank-you page
When a customer completes Direct Debit setup, they now land on a page that looks like your business — not a generic redirect.
- NEWBranded thank-you page after Direct Debit setup — your logo, colours, greeting and contact details
- NEWOptional Continue button to send customers back to your website when you want them to
Accounting sync runs in the background
Full syncs with Xero, QuickBooks and FreeAgent no longer tie you to one screen — kick off a sync and keep working while progress updates live.
- NEWBackground sync — start a full accounting sync and navigate anywhere in the app while it runs
- NEWLive progress banner shows contacts, invoices and payments as they push through
- IMPROVEDCancel an in-progress sync from the banner if you need to stop it
Quotes — send, accept online and take deposits
Build and send professional quotes from Round Monster. Customers accept online, pay a deposit by card if you ask for one, and accepted quotes become customers and jobs automatically.
- NEWQuotes list and builder — price from your service catalogue with line items, discounts and VAT
- NEWSend quotes by email and track sent, delivered, opened and failed per quote
- NEWCustomers accept online via a branded page — optional deposit payment by card
- NEWAccepted quotes convert straight into a customer and job — no re-keying
Bulk reschedule — SMS that matches your template
When bad weather or a bank holiday forces you to push worksheets back, customer SMS now uses the reschedule message you have set up in Settings.
- IMPROVEDBulk reschedule SMS is rendered from your editable reschedule template in Settings
- IMPROVEDReason you enter when rescheduling fills in the SMS and the job-rescheduled email automatically
- IMPROVEDTransaction history shows the property address so bank payments are easier to match
Re-cleans — capture the reason and track the visit
Scheduling a free re-clean now asks why it is needed, gives you a clearer worksheet picker, and keeps a full trail on the customer record.
- NEWRequired reason when scheduling a re-clean — captured on the visit and visible to office and field staff
- NEWClearer scheduling modal — add to an open worksheet or create a new one
- IMPROVEDRe-clean reason shown on worksheet rows and worker job cards
- NEWActivity trail for re-clean scheduled, completed and cancelled on the customer record
Email attachments & company documents
Send richer emails without leaving Round Monster — attach photos, invoices and your own documents, and let team members sign off with their name.
- NEWAttach before/after job photos inline in customer emails
- NEWAttach invoice PDFs for business customers from the composer
- NEWCompany documents library — store price lists, terms and other files under Settings, then attach them from any email
- NEWPersonal sign-off — team members can sign manual emails with their own name while automated mail stays generic
Choose how each job gets paid
Payment method can now be set per job — perfect when a regular Direct Debit customer pays cash or card for a one-off piece of work.
- NEWSet a payment method on individual jobs — cash, card, bank transfer, Direct Debit and more
- NEWOverride the customer default for one-off work so a special job is not billed the same way as their regular visits
- IMPROVEDPayment method shown on the customer card and in the Jobs table so you can see overrides at a glance
Planner — right-click to move, skip or reschedule
The weekly planner now has a right-click menu on every job, clearer worksheet columns, and skipped visits that stand out in red.
- NEWRight-click any job for quick actions — move to worksheet, move to round, reschedule, skip, add a note or remove from worksheet
- IMPROVEDWorksheet view shows only jobs actually on a worksheet for that day — counts and totals match what you see
- IMPROVEDSkipped visits show in red so nothing slips through unnoticed
- IMPROVEDDrag jobs between worksheets with instant visual feedback — no waiting for a full reload
Smoother day-to-day
A bundle of quality-of-life fixes — correct dates, fuller transfer details, better customer cards and more flexible expenses.
- FIXEDDates always show the correct UK day — no more the wrong day creeping in around midnight
- IMPROVEDFull address shown when a job is transferred between workers
- FIXEDCustomer card refreshes instantly when you add a new job — no need to close and reopen
- NEWExpenses support custom VAT rates, not just 20% and 5%
- IMPROVEDLong job lists on the customer card paginate instead of scrolling forever
- FIXEDKeyboard shortcuts pause while a panel is open — no more accidentally switching views mid-form
- FIXEDDeleting a job from the edit modal works reliably again
Fleet Health & MOT History — your vehicles, fully managed
Round Monster now gives you a proper fleet hub. See tax and MOT status for every van in one dashboard, open full MOT test history with a click, and add vehicles by registration — make, model and expiry dates filled in for you. Spot what's due before it becomes a problem, and keep a clear record of every change.
- NEWFleet Health dashboard — live counts for taxed, untaxed, MOT valid, expired and due soon across your whole fleet
- NEWProblem vehicles bubble to the top so you see what needs attention first
- NEWOne-click Refresh re-checks every registered vehicle and updates your compliance snapshot
- NEWFull MOT history slide-out — every test result, advisory and mileage reading, straight from the official MOT record
- NEWAdd a vehicle by registration and get make, model, colour, fuel type, tax status and MOT expiry filled in automatically
- NEWView MOT history from any vehicle card without leaving the page
- NEWChange history on each vehicle — see every update, who made it, and whether it came from a lookup or a staff edit
- IMPROVEDRegistration lookup now takes priority over manual entry — your fleet records stay aligned with official data
- IMPROVEDHelpful guidance on the Vehicles page so you always know where lookup information comes from and how to use it
Customer credit now shown clearly
Credit on a customer's account is now obvious wherever a charge or invoice appears — no more chasing customers who are actually in credit.
- IMPROVEDNegative-balance rows now show as a sky-blue "Credit" badge instead of a red "Outstanding" row
- NEWOutstanding view tags rows as "Covered by credit" when the customer has enough credit on file
- IMPROVED"Total outstanding" headline figure now subtracts available credit, so it reflects the real chase pile
- IMPROVEDGeneric CSV imports now accept negative opening balances and record them as account credit
Split a bank payment across multiple invoices
When a customer pays one lump sum covering several outstanding visits, you can now allocate it across each invoice in one go — and credit any leftover to their account.
- NEWNew "Allocate to customer" slide-out on Bank Reconciliation — search a customer, see every outstanding invoice, tick the ones to settle
- NEWAny unallocated remainder can be deposited as account credit in the same step
- NEWPure credit lines (customer with no current debt) can be reconciled too — useful for opening credit transfers
- IMPROVEDAfter saving, Outstanding, Transactions and the open client card all refresh without a manual reload
Partial payments visible everywhere
A customer paying less than the full amount no longer disappears from view — partials now show consistently across every screen.
- NEWAmber "Partial" badge with a progress bar on Outstanding, Transactions and the client card
- IMPROVEDRecord Payment now opens with the remaining amount, not the gross — Full / Half presets respect the remainder
- FIXEDCustomer balance and headline totals honour part-payments straight away, even before manual reconciliation
Job completion now keeps GoCardless in sync
Completing a job for a customer on GoCardless Direct Debit now queues the payment automatically — no need to wait until you sign off the worksheet.
- FIXEDJob completion creates the invoice document and queues the GoCardless DD in one step
- FIXED"Notify on sign-off" company setting now actually suppresses per-job notifications — only the sign-off fires the email/SMS
- IMPROVEDAll three completion paths (Today, Worker app, Worksheet) now use the same payment sheet for a consistent experience
PDF invoices now attach to payment reminders
Business customers who get an automated reminder email now get the invoice PDF attached too — same treatment as the original invoice send.
- IMPROVEDReminder emails to business customers include the PDF invoice
- FIXEDClient card → Emails tab shows invoice and reminder sends immediately after they're queued
- NEWNew PDF generation panel on the platform Health tab — success rate, p95 render time, top generators
GoCardless — live charge & sync progress
Charging or syncing GoCardless customers now opens an informational slide-out showing exactly what's happening per customer.
- NEWPer-customer progress card with outcome (queued / failed / no mandate) for both Charge and Sync
- FIXEDSettings → Integrations refreshes immediately after a GoCardless or Stripe OAuth return — no more "still says Connect" until reload
- FIXEDClient card's Direct Debit section no longer flickers back to stale status during a sync
Richer desktop search — now includes worksheets
The sidebar search is wider, shows more useful detail at a glance, and finds customers who are sitting on an open worksheet.
- IMPROVEDWider results panel with phone, address, debt badge, monthly value, references and lead status at a glance
- NEWNew "On Worksheet" section — type a name or postcode and jump straight to the worksheet they're on
- FIXEDBrowser autocomplete and password-manager dropdowns no longer intercept clicks on result rows
Worker dashboard — record a payment after the job
Field workers can now record (or correct) the payment method on a completed job. Useful when the customer pays the following week, or the wrong method was picked on the day.
- NEWNew "Pay" button on every completed history row in the worker app
- NEWChoose from any of the methods you've enabled under Settings → Payments → Collect on Day (cash, card, cheque, bank transfer)
- IMPROVEDTransaction, invoice and worksheet item all update together so the office sees the payment immediately
PDF invoices for business customers
Commercial (B2B) customers now receive a fully branded PDF invoice. Residential customers continue to get clean HTML emails — no PDF needed.
- NEWPDF auto-attached to invoice emails when the customer is flagged as a business
- NEW"Download PDF" button on Outstanding rows and on the client card's Transactions tab
- NEWIncludes your logo, payment terms, bank details and a full line-item breakdown
- IMPROVEDGenerated on demand — no storage costs and the PDF always reflects the latest edits to the invoice
Bulk chase now sends SMS too
The Outstanding "Send Chase" tool now reaches customers without an email address by sending an SMS instead.
- NEWEach customer is routed automatically — email first, SMS as fallback when there's no email or they've opted out
- NEWSMS body includes a Stripe checkout link when one's available, or points the customer at the portal
- IMPROVEDThe 4-reminder cap and 3-day cooldown apply across email and SMS combined — customers can't get spammed across channels
- IMPROVEDRecipient cards show an Email or SMS chip; summary header counts both channels separately
Santander bank import & jobs frequency filter
Bank reconciliation now accepts Santander statements (which export as XHTML pretending to be .xls), and the Jobs view has a new filter by frequency.
- NEWNew "Santander" option in the bank statement upload — handles their unusual XHTML format correctly
- IMPROVEDUpload slide-out tidied up: live preview shows parsed transaction count, date range and masked account number before commit
- NEWNew frequency filter dropdown on the Jobs view (weekly, fortnightly, 4-weekly, custom, one-off)
- IMPROVEDBulk import recognises a wider range of frequency column values and maps them to the canonical schedule
Frequency overhaul — daily, monthly & yearly schedules
Round Monster now supports the wide range of job frequencies based on x number of days, not weeks. So job frequencies have unlimited possibilities going forward.
- NEWNew frequency units alongside weekly: every N days, every N months and every N years
- IMPROVEDNew frequency picker component used across Jobs, the customer modal.
- FIXEDVAT Radar's projected annual revenue now uses a calendar-aware visit count, so 8-weekly jobs no longer report double the real number
Worker sticky notes
Workers can now drop short colour-coded notes on each customer they visit — visible across the team on every repeat visit.
- NEWSticky notes attached per customer, viewable on the round dashboard, worker app and customer card
- FIXEDRound sort-order fixes — manual orders saved on desktop now stick on mobile too
- IMPROVEDSidebar nav sections start collapsed by default so the menu is less noisy on smaller screens
Worker leave, depot editor & dedicated numbers
A bundle of operational improvements: leave tracking for workers, an in-app depot editor for round start/end points, and self-serve dedicated SMS numbers.
- NEWWorker leave management — record annual leave, sickness and unavailability; notification emails go to admins when leave clashes with a scheduled visit
- NEWDepot editor — set start/end addresses for each round directly in Settings without raising a support ticket
- NEWDedicated SMS numbers — purchase, hold and cancel virtual numbers from the admin panel, with a grace period before cancellation
- NEWProperty settings — keys, alarm codes and access notes saved per address and surfaced on the worker app
Mileage per driver & team performance
New reporting layer for fleet and labour costs — per-driver mileage expense and a team performance dashboard.
- NEWMileage calculator works out per-driver miles per worksheet, with depot-leg awareness and a configurable rate
- NEWTeam performance dashboard — completed jobs, collected revenue and worker colour-coding for quick visual review
Customer portal preview & weather forecasts
First preview of the customer portal lands, alongside live weather forecasts on the worksheets map.
- BETACustomer portal — invite link sends customers a private page to view upcoming visits and pay invoices
- NEWWorksheets map now overlays a 14-day weather forecast for each round's depot
- BETAStripe Connect scaffold — groundwork for per-tenant payouts (full rollout in a future release)
Bank Reconciliation, Xero Integration & Knowledge Base
A major feature release bringing accounting integrations, in-app help, and a support system — making Round Monster a more complete business tool.
- NEWBank Reconciliation — upload CSV statements from Barclays, Lloyds, HSBC, NatWest, Starling, Monzo & Tide and match them to customer payments
- NEWXero Integration — connect your Xero account to automatically sync customers, invoices and payments
- NEWKnowledge Base — browse help articles and guides directly from the app, organised by category with full-text search
- NEWSupport Tickets — raise, track and manage support requests without leaving the dashboard
- NEWData Import & Export — request a managed data import from your previous software, or export your data at any time from Settings
Faster Loading, Mobile Improvements & Trial Experience
Focused on speed, mobile usability and making the first experience for new trial users much smoother.
- NEWTrial demo data — install sample customers, jobs, worksheets and reminders to explore the app immediately
- IMPROVEDFaster dashboard loading — settings, transactions and expenses views now preload in the background
- IMPROVEDInstant loading skeletons — see a placeholder layout immediately when switching between views
- FIXEDMobile planner — customer cards are now tappable to open the customer detail panel
- IMPROVEDMobile filters — dropdowns, search boxes and date pickers now use the full screen width
- FIXEDMobile swiping — fixed horizontal scroll issue after swiping on the Today screen
- IMPROVEDImproved search — find customers by name, company, email, phone, address or postcode from the sidebar search
Quick Actions & Customer Shortcut Menus
Right-click anywhere to instantly access common actions, or right-click a table row to get customer-specific shortcuts — send an SMS, fire off an email, add a job, or create a charge without leaving the page.
- NEWRight-click Quick Actions menu: Add Customer, Add Job, Create Worksheet, Add Expense, and Add Reminder from anywhere
- NEWRight-click any table row for Customer Shortcuts: Send SMS, Send Email, Add Job, and Add Charge
- IMPROVEDSMS and Email options automatically enabled or disabled based on your company feature settings and customer contact details
- IMPROVEDQuick actions work from any view — automatically navigates to the correct section if needed
Monthly & 2-Month Planner Views
Major planner overhaul — plan your rounds across a full month or two months at a glance. Includes multi-select for bulk moving rounds or worksheets, notes and reminders on monthly views, and per-day round/worksheet counts.
- NEWNew Month and 2-Month view toggle on the planner
- NEWMulti-select mode works across all planner views for bulk operations
- IMPROVEDNotes and reminders now visible on monthly views
- NEWEach day shows round/worksheet counts at a glance
- IMPROVEDStats bar updates to show monthly statistics when in month view
- IMPROVEDFull-page monthly layout utilises all available screen space
Planner Stats & Performance Fix
Corrected average daily jobs and value calculations for both weekly and monthly views. Stats now divide by your configured working days rather than just days containing jobs.
- FIXEDWeekly stats now use your configured working days instead of hardcoded 5-day week
- FIXEDMonthly stats average across actual working days in the month
- IMPROVEDConsistent stat calculations between weekly and monthly views
Session Persistence & Online Jobs Fix
Fixed a critical bug where workers logging in via the online portal would see no jobs. The root cause was session storage being cleared on tab/browser close.
- FIXEDWorker sessions now persist across tab closes and browser restarts
- FIXEDResolved "online shows no jobs" bug reported by multiple users
Weekly Planner — Drag & Drop Scheduling
The new weekly planner brings visual drag-and-drop scheduling, round grouping, worksheet management, synchronized scrolling, and quick-action buttons for completing or marking jobs unable.
- NEWVisual weekly planner with configurable working days
- NEWDrag and drop jobs between days to reschedule
- NEWGroup view by Rounds or Worksheets
- NEWSynchronized scrolling across day columns
- NEWQuick-complete and quick-unable buttons on each job
- NEWCollapsible round sections for large schedules
- NEWStats bar showing jobs, value, and daily averages
- NEWDay notes and reminders with colour coding
System Status Page & Ticketing system
A dedicated admin panel for managing your Round Monster instance, plus a public-facing system status page to keep your customers informed.
- NEWPublic system status page at /status
- NEWSupport ticket management
- NEWAlert settings and notification configuration
