Scheduling & rounds
A diary that understands rounds
Job scheduling software for tradesmen that thinks in rounds, not just appointments. Day, week, month and list views, recurring visits that fill the diary themselves, drag-and-drop, and every trade colour-coded so a mixed day reads at a glance.
30-day free trial · No card required · Web app today, mobile & Windows apps in pilot
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Included onEvery plan, including Free
Watch how it works: Your schedule
Your working day, week and month in one calendar, in each trade's colour. A short narrated walkthrough, with captions.
You just watched
Your schedule in TradeYoke: day, week and month
Watch how it works: Your window cleaning round
Today's round in driving order, with rain days, carried-over work and a way to take over somebody else's round. A short narrated walkthrough, with captions.
You just watched
Your window cleaning round in TradeYoke
Most scheduling tools were built for one-off appointments. A window cleaner, gardener or gas engineer lives on a round: the same properties on a rhythm, each with its own price and frequency. TradeYoke's schedule is built around that. Set a property to every four weeks and the visits appear on the diary; move one and the rhythm holds; mark today's done and the next one is already waiting.
The board is the same on the office PC and the phone in the van, and it is colour-coded by trade, so a firm running gardening and window cleaning on one account sees both on one diary.
What it does
Scheduling & rounds in TradeYoke
Day, week, month and list
Switch views without losing your place; filter to one trade, one person or the whole crew.
Recurring rounds
Weekly, fortnightly, every four or eight weeks, or your own rhythm per property; the diary fills itself.
Drag-and-drop
Drag a job to another day or another person; drag stops to reorder the round on the phone.
Weather on the board
The forecast for each day sits on the diary so rain days get shuffled early.
Colour-coded by trade
Every trade has its own colour; a mixed day reads at a glance.
Done, skipped or moved
Mark a visit done from the phone, skip it with a reason, or move the whole round when the weather says so.
The real thing
As it looks today
A real screen from the product, not a mock-up. The same screen is on the phone app.
A day on the diary
The round, without the head-scratching
Morning
The day's already in order
Recurring visits fill the diary themselves — nobody starts the day by working out who's due.
Today's list, already sorted 
On the road
The office sees it too
The office sees the same diary the van does — no phoning in to check what's left.
Where everyone is, right now
More of it, as it looks today
The details
Also worth knowing
- Rounds are groupings with an orderName a round, add properties to it, drag to set the order; Plan my day uses it as the starting point.
- Per-visit records for window cleaningEach clean is its own record with price, notes and outcome, so history and owing are per visit, not per customer.
- Access notes and hazards on the stopGate codes, dogs, 'use the side gate' and hazards live on the job and show on the phone before you arrive.
- Trade-specific jobsElectrical, plumbing and solar jobs carry their own fields and paperwork while sharing the same diary.
- Finished one-offs filed, never lostOnce the month is over, one-off window-cleaning jobs that are done and paid (or cancelled) are filed away automatically, so the round and the schedule only work through current jobs. They still open from the jobs list, the customer's record and every invoice, and changing one brings it straight back.
- Stays quick as the history growsWho owes what, and a job's visit history, are kept in small lists that TradeYoke maintains itself and rebuilds if they are ever missing, so a business with years of visits does not wait for them to be read again on every screen.
- Made for iPads and Android tabletsOpen TradeYoke in the browser on an iPad or an Android tablet and it fits the screen: a docked menu on a landscape iPad, a footer bar and slide-out menu when it is upright, finger-sized buttons, and Plan my day's seven days on a row of their own. Open it once with signal and it keeps working with no signal too; the apps in pilot also send your changes in the background.
- Works in your phone's browser, and from your home screenOpen TradeYoke in the browser on any phone and add it to your home screen: it opens full-screen without the browser bar. The bottom bar and buttons get out of the way as you scroll or type, buttons are thumb-sized, and the menu slides out. Open it once with signal and it keeps working with no signal too; the Android, iPhone and Windows apps in pilot also send your changes in the background.
- Missed visits wait for a decisionA visit whose day has passed with nothing recorded is never quietly moved on. It waits for you: Mark done (with the day it really happened), Replan onto today, tomorrow or any date, or Skip. It shows on a Missed visits tile on the dashboard, in a Missed section at the top of the planner, and as a banner in the job itself. A repeating job no longer rolls past today on its own.
Questions
Asked about scheduling & rounds
Can I run two people's diaries?
Yes. Every job has an assignee, and the board filters by person. Each person sees their own day on the phone.
Does the round reorder itself?
Plan my day orders the run nearest-first from wherever you start. You can drag stops to override it, and the order is remembered.
What happens on a rain day?
Move the whole round to another day in one action; the recurring rhythm carries on from there. Customers can be told by text from the same screen.
Is the schedule the same on the phone?
Yes. It is the same code on the web, iPhone, Android and Windows apps, and the phone works offline.
Can I run my schedule from an iPad or Android tablet?
Yes. TradeYoke's schedule works in the browser on an iPad or an Android tablet, in portrait, landscape and Split View, with nothing to install. The Day, Week, Month and List views, drag-and-drop and the done, skip and move buttons are sized for a finger. Open it once with signal and it keeps working with no signal too. The Android, iPhone and Windows apps, which also send your changes in the background, are in pilot and not yet in the app stores.
What happens to a visit I forgot to record?
In TradeYoke it shows up as a missed visit instead of disappearing. A Missed visits tile on the dashboard lists it with how many days late it is, the planner opens with a Missed section above the day, and opening the job shows a banner. You choose Mark done (and the day it really happened), Replan onto another day, or Skip.
Does a repeating job skip ahead if I miss a visit?
No. A repeating job in TradeYoke no longer rolls past today on its own. If its day passes with nothing recorded it appears as a missed visit, so you decide whether it was done, needs replanning or should be skipped. When you mark it done, the next visit counts on from the day you pick.
See also: running the round from your phone
See also: how we designed the round in software
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