Your client list comes with you. Nothing gets retyped.
The reason most companies never switch software is 150 addresses. RoundOps reads the list you already have — an export, a spreadsheet, a PDF route sheet, even a photo — and shows you every row before it adds anything.
Any list you already have.
Exports from other software
Jobber, Yardbook, Service Autopilot and QuickBooks customer exports read as they are — including lists with the street, city, state and ZIP in separate columns.
Spreadsheets
Excel or CSV. A title line above the header, a totals line at the bottom, odd column names — all handled. Unknown columns are guessed from what's in them, and you confirm.
PDFs and photos
A PDF route sheet or a photo of a printed list. RoundOps reads it and turns it into rows. Handwriting works best when it's neat — you review every row either way.
Pasted text
Copy a list from Notes, a text thread or an email and paste it in. One property per line is enough.
More than names and addresses.
Every column that helps run the route is picked up and shown to you for review.
Never doubled
A property already on your list — even if it's spelled a little differently — comes back as "Already a client" and is left alone. Re-importing an updated sheet is safe.
Missing city or state?
Street-only rows are flagged, and the sheet's shared "City, ST" can be added to all of them in one tap.
Five steps, one afternoon.
Export or photograph
Export your customer list from your current software, or grab your spreadsheet, route sheet or a photo of it.
Choose the file
In RoundOps, go to Clients → Import list, and choose the file, photo, or paste the text.
Confirm the columns
RoundOps guesses what each column is. Check it, fix anything it got wrong.
Review the rows
See every property with its price, frequency, phone and notes. Set a day and crew per row, for all, or spread them Monday to Friday.
Add to the plan
Tap Add to the plan, open the route builder, and the week is laid out on the map. Tap Apply when it looks right.
What RoundOps is, and what it isn't.
RoundOps runs the recurring route: the plan, the day, the proof. It does not do quotes, invoices, payments or payroll. If you use QuickBooks or something else for that, keep using it — RoundOps takes the route off its plate and leaves the money side alone.
- Weekly route planning with real road times and crew capacity.
- A Today page for every crew, live across all phones.
- Photo and time-stamped proof of every visit, with monthly reports.
- Client import, crews, permissions, offline work and a built-in Help Center.
Before you move
How do I get my list out of Jobber or Yardbook?
Both have a customer export that gives you a spreadsheet (CSV or Excel). Choose that file in RoundOps and the columns are recognized, including separate street, city, state and ZIP columns.
Will my route order carry over?
If your sheet has a service day or crew column, RoundOps keeps it. The route builder then orders each day's stops by real driving time from your shop, and you can move any stop by tapping its pin.
What if some addresses won't pin on the map?
Most addresses pin automatically. If one doesn't, RoundOps lists it under "Not on the map yet" and you set the pin by hand from the Map tab or the route builder.
Can I import in batches?
Yes. Each import handles up to 1,000 rows, and re-importing is safe because properties already on your list are never doubled.
Do I lose anything if I stop paying later?
No. Your company is paused, not deleted. Clients, routes, photos, notes, history and team all stay saved, and subscribing again brings it back as it was.
Bring one route over today.
Import a single crew's list and see the week on the map. The trial is free, and the import shows you every row before it adds anything.
Stuck on an export? Email Trent and send the file. He'll tell you exactly what to do.