Customer Types
The billing type allows you to create groups of customers for example you may have one billing type for your cash customers, one billing type for the customers you invoice on a pre-job basis and one billing type for the customers you invoice on a monthly basis.

Communication Types
RoundPro allows you to maintain a log of the communications you make with your customers, the communication type lookup allows you to create different communications for example you may have one type for telephone calls and one type for emails.

Document Types
Within RoundPro you can maintain a list of documents which are associated with customer sites (letters or quotations for example), Task (details instructions on how to carry out the task) and vehicles (scanned images of invoices for vehicle maintenance). This section of the lookup allow you to maintain this list of types.

Equipment
The equipment lookup is used to store details of any equipment which may be needed when carrying out a task, there is a description field within the equipment record which allows you to store details of where the item was purchased from for example.

Hazards
RoundPro allows you to store details on any hazards which may be encounter during the course of carry out a jobs, these hazards can be assigned a level of risk (see hazard levels below) and can be assigned to one of more instances of a task that you carry out. For example is the customer has lose guttering then this details can be recorded against a customers account and will be recorded on every instance of the task on a round card.

Hazard Levels
Hazard levels allows you to record the level of risk which is involved in carrying out the tasks which you have given your operatives to carry out, each hazard that you create will be assigned a default hazard level, and when you assign the hazard to a customer the level can be lowered or increased