CRM, leads, quotes, invoices, payments, rounds, route map, and visit history
Complete operating system
Everything a maintenance business needs to run the week.
RoundHQ replaces scattered spreadsheets, notes, diaries, route lists, quote documents, invoice trackers, and payment chasing with one focused workspace for garden and property maintenance teams.
Built for weekly, fortnightly, monthly, residential, and commercial maintenance work
Growth tools include staff permissions, RAMS, advanced insights, and customer profitability
Features
The operating layer.
Start with your customer records: names, addresses, access notes, service prices, documents, visit history, and the small details that keep work moving smoothly. Plan recurring rounds by week, day, rotation and customer type. See who is due, log completed or missed visits, keep the route visible on a map, and give staff the right level of access. When work changes, RoundHQ keeps the admin close to the job: capture leads, create quotes, convert accepted quotes into scheduled work, send invoices, record payments, and understand what is still owed.
Feature set
The tools are connected because the work is connected.
Leads, customers, rounds, quotes, invoices, payments, staff, and reporting all share the same operating context, so you are not rebuilding the same job information in five different places.
Starter
Leads inbox
Capture new enquiries and keep them close to the customer workflow instead of losing them in messages or notebooks.
Starter
Customer CRM
Store customer details, service notes, addresses, prices, documents, and visit history in one record.
Starter
Recurring rounds
Plan weekly, fortnightly, monthly, residential, and commercial work by week, day, and rotation.
Starter
Route map
See daily work geographically so route order, travel, and job locations are easier to understand.
Starter
Quotes
Create professional quotes and move accepted work into the schedule without rebuilding the job from scratch.
Starter
Invoices
Send invoices, track recurring billing, attach invoice PDFs, and keep payment status visible.
Starter
Payment tracking
Record what has been paid, what is still owed, and where cash, monthly, and transfer payments stand.
Starter
Visit history
Log completed and missed visits so service history is not scattered across paper, memory, and messages.
Growth
Staff permissions
Give staff access to the right parts of the workspace while keeping sensitive settings controlled.
Growth
RAMS generator
Create risk assessment and method statement documents for commercial maintenance work.
Growth
Customer profitability
See paid revenue, outstanding work, visit counts, and profitability signals by customer.
Platform
Support helpdesk
Keep customer support tickets, replies, internal notes, and file attachments attached to the workspace.
Workflow
From new lead to paid invoice.
RoundHQ follows the way a maintenance job actually moves through the business, from first contact through to completion and payment.
Capture the enquiry
Log the lead and keep the customer details ready for quoting and follow-up.
Quote the work
Build a quote, send it, and convert accepted work into scheduled jobs.
Plan the round
Slot recurring and one-off work into the right week, day, and route.
Complete the visit
Track completed or missed visits, notes, staff activity, and customer history.
Invoice and collect
Send invoices, record payments, and see what still needs chasing.
Ready when you are