Paper — the sheet you take out
The paper view is the day's work laid out like the sheet a round has always been worked from: grouped by round and by street, with a record column to mark each house off as you go. Mark a job done, skipped or cancelled right on the sheet, with the notes and tags beside each house.
List — the work in hand
The work list is what is due now and over the next fortnight — the work in hand, not the whole round for ever. From here you can:
- Swipe a job done, skipped or over to its other actions.
- Tap a tag on any row — the street, the town, the price, the money owed — to see everything else like it. While a filter is on, a bar above the list says exactly what you are looking at, with a Clear one tap away.
- Pick jobs out — hold a row or use Select Jobs — to book a batch in, tag them, put them on a round or send them to someone. Tap a street's tag and then Select All, and you have picked the street.
All Jobs — everything you have
One row per house, for the whole round: what it pays, when it is next due, how often it comes round, and what the customer owes. Grouped by round, area, town and street, so a round of hundreds of houses still reads like a round and not like a spreadsheet. It answers the question the other pages cannot: what have I actually got?
Quotes — priced up, not taken on
A quote is work you have priced but not started, so it never shows up as work due or counts in the round's figures. The quote form asks only what pricing a job needs — where, what, how much, how often. Accept a quote and it becomes a real job, keeping its price and frequency; delete it and it is gone.
Stats — the round in figures
What is left to do, what is overdue, and what the round itself amounts to: how many houses, how long they all take, what one time round is worth and what it earns per month with everything done on time. A "By round" card breaks the same figures down one round at a time — and tapping a round opens All Jobs showing just that round's houses, so a figure that raises a question comes with the houses behind it.
Counted properly: what is left to do is counted in visits, the way the work list counts; how big the round is is counted in houses. Two visits due at one house is two jobs on the list, one house on the round — the figures never muddle the two.
Rounds
A round is a patch of the work — a village, a day of the week, however yours is really split. Put whole batches of work on a round from the work list rather than a house at a time, filter any page down to one round, and both work pages sort the rounds first with unorganised work last. The next clean at a house stays on the same round as the last one, automatically.
Tags and the tag bar
A tag says what was going on when a visit was done — construction on the road, someone working with you that day, anything worth remembering about the visit. Tags show on the job rows and in the customer's history, so you can look back and see which visits they applied to. Set your tags once on the tag bar and every job you mark done gets them automatically, until you change the tags or take them off the bar. Job types, tags and round names are all yours to edit on the settings page.