All guides

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).
  • 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 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 as a card showing its colour, day and client count.

To change one later, click the pencil on its card; 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 Plan this round on a round's card. This opens the planner.
  2. Pick the Round date (defaults to today).
  3. The table lists every client in the round with their next clean, last clean and last price. 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 in the round's colour; hover for the round name.
  • 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 card per round with its colour dot, day, client count, and Plan this round, plus New round / edit / delete.
  • Round planner — the round's name/colour/day, a Round date picker, a Book button, and a table of clients (select, name + status, postcode, next clean, last clean, last price).
  • 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.
  • 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 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

Ready to try it yourself?

Sign in with your email — no password, no card — and follow along in the app.