Round Tracker Version 4 PRO' - Software For Window Cleaners

If you missed the release date on Friday...the 4th version of Round Tracker Professional has just hit the streets offering even more options than version 3. Download the Free Trial today from the Round Tracker support forum here & listen to what others have to say about the program and decide for yourself whether £37 is money well spent. Video tutorials coming soon. As always click the pictures to enlarge for detail. Another great deal from Mark Henderson & Window Cleaning Resources!

SETTINGS PAGE:

Personalising your invoices.
Tailoring your accounts settings.
Transaction descriptions.
Set the marketing methods and advertising campaigns you wish to monitor.

OVERVIEW PAGE:

An at-a-glance look at how your business is doing. See where your money is going. Monitor your marketing efforts to see what works best.


HOME PAGE

This is at the heart of RTv4 PRO, and where you will enter your customer details, update your round , do your scheduling and organising and create the short lists of work to be printed as job lists. Forecast of work calendar + Show how you found the job (see monitoring advertising methods above).

JOB LIST PAGE:

Short lists of work to be done can be sent here. This page is a black and white, printer friendly page where you can then sort the list, hide prices from employees if you wish and include the date and instructions. Below the list is shown with prices hidden.

INCOME HISTORY PAGE:

When jobs have been done you can send them to this page to mark if, when and how the job was paid for. Invoices can be tracked and detailed debt lists printed. From here, invoices and matching envelopes can be created and those that pay can be sent from here to your accounts records. Quickly view or print a debt list showing outstanding invoices. Late invoices are highlighted.

INVOICE VIEW PAGE:

Here is where the invoice layout can be arranged and formatted to your taste. You can edit the body of the invoice if you wish to add more information on individual invoices. Using the settings page as shown above you can personalise the invoice and enter your own payment terms in days. (After this time expires invoices show as LATE on the Income History page). The invoice can be further personalised using the Excel formatting or by adding your own logo or header.

ACCOUNTS PAGE:

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

QUOTE CALCULATOR:

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

HELP PAGE:

This is a quick start guide included in the program but there is also this site which will include video tutorials, a downloadable PDF User Manual and the dedicated support forum.

What is Round Tracker v4 Pro?
Round Tracker v4 Pro is a simple and yet very effective business management system designed for the service industry. (Particularly with window cleaners in mind, though suitable for many business applications). Round Tracker v4 Pro requires Microsoft Excel version 2002 or newer to be fully functional. Check out the , screenshots, tips and instructions to get a better idea of how Round Tracker v4 works and how it can be of benefit to any kind of business in the service industry.