MYSERVICEROUND SUPPORT
Your list.
Your next round.
Use it every day
Open My list and choose Add customer, or use the blank row at the bottom. Click a cell to edit it and press Save. Add a column for anything extra. Your customer list and notes are saved privately. For the email-entry beta, return in the same browser to reopen it. Your email alone cannot recover a list; export a backup before clearing browser data.
Record a service
Tick Completed this year beside a customer when the service is done. Use Show all to keep completed customers visible, Show due now for unticked customers in your selected months, or Show completed. You can tick and untick inside a map popup too. If a tick hides a customer in a filtered view, use Undo or Show all. Ticks apply to the calendar year and start unticked in the next year; your regular service month stays the same. Unticking corrects the status without deleting historical notes or dates. For a dated history entry, choose Record service and enter the date and notes.
Import a spreadsheet
Upload Excel or CSV and match the name, postcode and month columns. Use Yes or No in Completed this year, or a tick. The year in the template heading keeps older ticks attached to that year. Blank cells do not change an existing completion status. Review the rows before saving. Imports add to your list. If a name and postcode match, you can skip, update or add a separate customer. An update replaces notes in matching columns and keeps other notes. Use separate rows for different properties.
QuickBooks and Xero exports
Export a detailed invoice or transaction report as Excel or CSV. Include customer name, address or postcode, invoice/job date and job description. An invoice number and status help with review. Export options vary; a contact list or invoice summary without descriptions will not identify service jobs.
Choose Invoice export when importing. We scan the description for boiler-service wording and flag likely completed work. This is a wording check, not proof that a service was completed. Check the original invoice and the date. Quotes, cancellations, credits, uncompleted work and future dates are excluded. Other jobs are not selected automatically. Matching service rows for the same named customer and address are grouped, with the latest service date proposed and earlier entries kept in history. Only rows you approve become saved service customers.
The supplied date records when the service was completed and suggests its regular month. An invoice date can differ from the actual service date, so check it before importing. Work completed last year does not tick this year. Missing postcodes stay in your list for you to fill in before mapping.
Map your round
Switch to Service map, choose your month and open a pin. HP9-style areas work, but show approximate area centres. Full postcodes also show centres, not exact addresses. Retry missing pins if a lookup fails. Turn on Show neighbouring months to see outstanding jobs one month before in pink and one month after in blue. Your round uses the current calendar year. December and January neighbours use the adjacent year where needed. This highlights nearby work without changing any customer’s dates. Route optimisation and customer reminders are not included.
Saved lists and backups
Export my list downloads all saved customers, notes and service history as CSV. New exports include a final MyServiceRound history (JSON) column: keep it unchanged to restore completion ticks, past dates and service history when you upload the backup. Older exports keep their history text as notes; they cannot automatically rebuild the full history. After your free trial ends, you can still view, export and delete records while your browser session remains available. Editing and adding customers require active access.
Ask for help
For hands-on help from the creators, email myserviceround@gmail.com.
Send a message to the MyServiceRound support inbox. Please describe the issue without including customer names or uploading their private details.