Customer Quotes & Follow-Ups
Email quote PDFs, accept onto a round when booked and let reminders run before quotes expire.
Send quotes and branded invoices, run the day list and chase overdue jobs automatically — with sites, expenses and history in one place.
The same RoundStack platform — framed around how Carpet Cleaning businesses actually work.
Email quote PDFs, accept onto a round when booked and let reminders run before quotes expire.
Record what was done, additions and settlements against each visit.
Raise PDF documents with your logo and email them from the job — no separate invoicing tool.
Set chase schedules on debt lists so overdue commercial and domestic jobs get nudged automatically.
Less admin, clearer days and a tighter grip on payments.
Every job has a trail — great for rebooks, quotes and complaints.
See costs, income and profit reports together instead of guessing.
Techs open Today and know exactly where to go next.
Three simple steps from Sunday planning to Friday profit — built around the way rounds actually run.
Set recurring jobs, drag the week into place and always know what is due — rain, call-outs and all.
Open Today, call ahead, complete visits and capture notes — even when coverage is patchy.
Raise branded invoices, chase debts on a schedule, reconcile accounts and see profit — with AI receipt help when you want it.
Schedule the round, run Today in the van, send quotes and branded invoices, and chase debts — the workflow that replaces paper and evening catch-up.
Multiple rooms, commercial sites and one-off deep cleans create admin overload. RoundStack keeps each job, quote and balance tidy.
Complete work on the phone. Keep customers, debts, expenses and reports tidy back at base — without double entry.
Start Free TrialNo Card Needed · Unlimited For 30 Days
Paper books and generic CRMs were never built for recurring rounds. Here’s the difference for a real service business.
| Capability | Paper / WhatsApp | Generic CRM | RoundStack |
|---|---|---|---|
| Recurring Rounds | Manual diaries | Often bolted on | Built into the core |
| Day Sheet In The Van | Printouts & memory | Clunky mobile apps | Today + Worker Mode |
| Customer Quotes | Verbal / paper quotes | Separate quoting tools | Quotes, PDFs, accept & follow-ups |
| Invoices & Branding | Handwritten receipts | Generic templates | PDF docs with your logo |
| Cash & Debts | Notebooks | Separate invoicing | Settlements + chase schedules |
| Patchy Signal | Pen & paper fallback | Needs a connection | Offline-ready PWA |
| Call-Ahead Reminders | Ad-hoc texts | Extra tools | Built-in SMS option |
| Accounts & Profit | Shoebox reconciling | Separate accounting | Reconcile, statements & reports |
| Expense Admin | Receipts in the glovebox | Manual entry | Faster capture, including AI |
| Marketing Content | Separate tools / guesswork | Not built for rounds | Coming soon — blogs & social |
RoundStack fits the recurring, route-based work that keeps service businesses busy every week.
The outcomes RoundStack is built to deliver — from the first visit of the day to Friday’s numbers.
“We finally stopped juggling paper day sheets. The Today view keeps the round moving and debts are far easier to chase.”
“Scheduling used to eat my Sunday night. RoundStack lets me plan the week once and adjust on the phone when a job overruns.”
“Mileage, expenses and profit reports in one place. I know what the week actually made — not just what we invoiced.”
Illustrative operator scenarios based on how round businesses typically work. Real customer quotes coming soon.
Everything included for your round — scheduling, Today view, quotes, invoices, debts, reports and more. Start with a 30-day free trial, then £15.00 a month if you keep it.
Unlimited access for the whole business — field and office. Try it free for 30 days before you pay anything.
No Card Required To Start · Cancel Anytime
Straight answers before you start your 30-day trial.
Plan the week, run Today from your phone, send quotes and branded invoices, and chase debts on a schedule. Try RoundStack free for 30 days — no card needed.
Start Free TrialScheduling · Today View · Payments · Cancel Anytime