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Scheduling & the field

Rounds (Route Days)

Group the clients you clean together into named **rounds**, then plan and book a whole round on a date in one tap — and see each round's colour across the calendar and your daily list.

What it does

A round is a named group of clients you tend to clean together (a route day) — for example "Tuesday — Town centre". You can:

  • Create rounds with a name, an optional day of the week, and a colour.
  • Put clients in a round (one at a time, or in bulk).
  • See each round's one-off, monthly estimate and yearly estimate, with all rounds totalled at the bottom.
  • Open a round's planner to see everyone in it and book the whole round on a chosen date — Quickie creates the jobs for you.
  • See an address plot for the round, using saved coordinates where available and a postcode estimate otherwise.
  • See the round's colour on the Calendar and your My round list, and filter My round by round.

Where to find it

In the top menu, open Schedule ▾ and choose Rounds.

Direct link: /dashboard/rounds

Step by step

Create a round

  1. On the Rounds page, click New round.
  2. Fill in:
  • Round name (e.g. Tuesday — Town centre).
  • Day of the week — optional; pick a day or leave No fixed day.
  • Colour — tap a swatch. This colour appears on calendar and round-view chips.
  1. Click Create round. It appears in the rounds list showing its colour, day, active/total clients and estimated revenue.

To change one later, click the pencil on its row; to remove it, click the bin (the clients keep all their data — they just leave the round).

Add clients to a round

From a client's page:

  1. Open Clients ▾ → Contacts and click a client.
  2. In the details card, find the Round dropdown and pick a round (or No round to remove them). It saves immediately.

In bulk (lots at once):

  1. On the Contacts list, tick the clients you want (or "select all matching").
  2. In the bulk toolbar that appears, open the Set round… dropdown and choose a round (or No round to clear it).
  3. Click Apply.

Plan and book a round

  1. On Rounds, click a round row or its open arrow. This opens the planner.
  2. Pick the Round date (defaults to today).
  3. The top of the page shows the round's one-off, monthly and yearly estimates, plus an address plot of the clients in the round.
  4. The table lists every client in the round with their address, next clean, last clean, last price, monthly estimate and yearly estimate. Clients due for a clean (and not already booked that day) are pre-ticked; tick or untick anyone.
  • A green tick instead of a checkbox means that client is already booked on this date — they're skipped.
  1. Click Book N clients. Quickie creates a scheduled job for each ticked client on that date, carrying their last job's service and price, and sends any booking confirmations.
  2. You'll see how many were booked (and how many were skipped). The new jobs appear on the calendar and in My round.

See rounds on the field views

  • Calendar (Schedule ▾ → Calendar) — jobs and follow-ups for clients in a round show a coloured left edge and dot in the round's colour; job cards also show address, price, duration and notes marker where relevant.
  • My round (Schedule ▾ → My round) — each job card shows a small round chip (colour + name), and a round filter lets you show just one round's jobs for the day.

What each screen shows

  • Rounds list — a revenue table with each round's colour, day, active/total clients, one-off total, monthly estimate, yearly estimate, open/edit/delete actions, and a Total rounds row.
  • Round planner — the round's name/colour/day, one-off/monthly/yearly estimate cards, an address plot, a Round date picker, a Book button, and a table of clients (select, name + status, address, next clean, last clean, last price, monthly, yearly).
  • My round — a round chip on each card and an All rounds filter dropdown.

Tips & good to know

  • A round needs clients before you can book it — assign some from the contact page or the Contacts bulk action first.
  • Revenue estimates prefer schedules. If a client has an active recurring schedule, Quickie uses the schedule cadence and price. Otherwise it falls back to the client's type and most recent job price.
  • Prices carry forward. Booking copies each client's most recent job service & price, so repeat cleans come through at the right rate (£0 if they've never had a job — edit it after).
  • No double-booking. Booking skips anyone who already has a job scheduled on that date.
  • Colours are yours to choose — use them to tell route days apart at a glance on the calendar.
  • Deleting a round never deletes clients or their jobs.

Troubleshooting

  • "No clients in this round yet" — add clients from a contact's Round dropdown or the Contacts bulk action.
  • A client with jobs is not showing in a round — the client needs a Round set on their contact record. Jobs alone do not assign the contact to a round, so this is not a Vercel cron issue.
  • A client wasn't booked — they were unticked, or already had a job on that date (shown with a green tick).
  • The round filter isn't on My round — it only appears once you have at least one round.
  • Wrong price on a booked job — the client's last job had that price (or none). Open the job and edit it.

Related guides

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