Author
Doerte is part of the TradeYoke team and writes about the everyday side of running rounds, jobs and customers.
A job's paperwork is not the customer's, and neither is the van's. In March 2025 the documents sticky learned which record you are on and opened the right folder in its own colour.
August 2024 was the diary. Set a frequency once and every future visit appears on the schedule; move a visit by dragging it. Here is how the board came together.
July 2024 was the month the customer list and the job list started to work together for window cleaning. Here is what that meant, what was missing, and what we learned from using it.
April 2024 was about the customer. What does a window cleaner need on a record: the address, the price, the rhythm, how to get in, and what they owe? Here is how we designed it.
In March 2024 the question was simple and not easy: what is a round, in software? A named list of stops, each with a frequency and a next-due date, in an order you can change.
A round that is not looked after drifts: missed cleans, old prices, a route that no longer makes sense. We wrote down what drifts, and what a well-run round looks like.
