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Round Tracker Tutorial

Quick walkthrough. Keep it simple. Every new account starts on Pro for 30 days, then moves to Free unless upgraded.

Home dashboard screenshot

1. Home dashboard

Start here to see your key totals and daily workflow.

Houses page screenshot

2. Add houses

Start in Houses and build your customer list.

Schedule page screenshot

3. Create schedules

Set one-off or recurring jobs in Schedule.

Money page screenshot

4. Track money

See owed, paid, and export money CSV.

History page screenshot

5. Check history (Pro)

Pro only

Review completed/cancelled jobs and download history CSV.

House details screenshot

6. Open full details

Use house details to edit records and manage schedules.

Tip: Free users can export Money CSV. History page and History CSV are Pro only.
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