Job Priorities
You may have some customers which it is essential that you visit before other customers RoundPro allows you to create a list of job priorities for this reason, you could create two priorities high and low for example and assign high priority to the customer which must be visited first, this information will then be transferred to the round card so that your operative know that they should visit these customers first.

Payment Types
As you receive payment from your customers you may wish to record the method they used for payment, for example cash, cheque or BACS, then when you look back at your customers financial history you can view this information.

Task Types
RoundPro allows you to create a number of different task, you may which to group these tasks by creating task types, for example, you could have a task type for cleaning windows, one for cleaning gutters, and one for internal cleaning.

There are two further lookups which are used in conjunction with the RoundPro Sage Line 50 link these are

Accounts Departments
The accounts department list should match the list which your have setup within your Accounts system, each of the accounts which you create within RoundPro can be assigned to one of these departments so that you can keep different customer separate within your accounting system.

Accounts Nominal Codes
The nominal codes list should match the list which you have set up within your accounting system, then you can set each customer to use a nominal code for invoices, credits and payments.