Rounds · Switching to WorkWise

Switch without starting again.

Bring your customers, prices and Direct Debits with you, from Squeegee, CleanerPlanner, a spreadsheet or your round book.

One evening

Set up tonight. Run tomorrow.

Four things tonight, then your round is on your phone in the morning.

Tonight

  1. Step 1

    Sign up

    Pick Rounds and pay. Same login on the laptop and the phone.

    Rounds£35 a month
    LaptopPhone
  2. Step 2

    Bring your customers

    Your old app’s export, any spreadsheet, or photos of your round book.

    customers_export.csvRound 2026.xlsx4 photos of the book
  3. Step 3

    Check what we read

    Names, addresses, prices and how often. Fix anything, then press Import.

    168 ready2 to fix
    Import 168 customers
  4. Step 4

    Connect GoCardless

    Already collect Direct Debits? Connect the same account. Nobody signs anything new.

    Linked41 of 42

    1 needs a check

    Tomorrow morning

  5. Start day

    Open Today on your phone. Your round is there.

    Today

    24 stops

    £486

    114 Maple Close£16
    216 Maple Close£16
    321 Maple Close£17
    Start day

    Done brings up the next house by itself

Three ways in. You check everything.

Whatever we read comes back to you before anything is saved.

Squeegee and CleanerPlanner exports have their own presets, so the columns line up for you.

Customers /Import

Columns matched

Check what we read

Reading 286 rows…

0

Ready to import

0

Need fixing

£0

Owed from before

 

Nothing is saved until you press Import.

Import 284 customers
Import

Load your round in one go.

Choose how your customers are coming in, upload, and WorkWise lays them out as customers with their services, prices and how often you go.
  • Customers, addresses, phone numbers and emails
  • Services, prices and frequency for each one
  • Access notes and anything else you kept

Import/Bring your customers in

Spreadsheet

CSV or Excel from Squeegee, CleanerPlanner or your own sheet. Any layout: we work out the columns.

customers_export.csv286 rows

Reading your file… columns matched

Round book

Photos of your paper round book, or a list you type in. Handwriting is fine.

PhotosType or paste

Add photos of your round book

Up to 5 pages at a time

Nothing is saved until you press Import.

Check

Nothing saves until you've looked.

Whatever we read comes back as a list for you to check. Rows with something missing are flagged, and nothing is saved until you press Import.
  • Fix any line before it's saved
  • Repeats are spotted, and customers already in WorkWise are skipped
  • Bring across what each customer owed from before

Import/Check what we read

Ready to import 284Needs fixing 1Left out 1
CustomerServicePrice

Mrs Anita Patel

4 Elm Road

Windows4 weeks£18

Mr John Hughes

18 Park Lane · owed £18

Windows4 weeks£22

K. Wright

2 Church Lane

WindowsEvery…£18

This row is missing a price or how often.

The Old Vicarage

Church Lane

Windows + roof4 weeks£52

Mrs Anita Patel

4 Elm Road

Windows4 weeks£18

Already here

Import the ready rows and leave the rest

Import 284 customers
Direct Debits

Keep your Direct Debits.

If you collect with GoCardless today, connect the same account. Your customers' existing Direct Debits are matched to them, and WorkWise makes sure two apps never collect at once.
  • Your customers don't sign anything new
  • See which are matched and which need you to check
  • New customers can set one up from their pay page

GoCardless connected

Your existing account

41 of 42 linked
Mrs Patel · 4 Elm RoadLinked
J. Hughes · 18 Park LaneLinked
The Old VicarageLinked
K. Wright · 2 Mill StNeeds a check

Customers don't sign anything new.

Stuck? Send it to us.

If your export won't load or your round book has seen better days, send us your round from the Import page and we'll be in touch within 2 working days to get it set up.

Included in your plan

Switching to WorkWise

Bring your round. Keep your Direct Debits.

Sign up, bring your customers across, and press Start day.

No contract. VAT included where applicable. Cancel any time.