Your working day with Gardening Job Planner: Rounds.

Plan a gardening round and handle a weather delay

Start with a small group of gardens you know well. For example, you might visit three nearby customers on Tuesday. Record the work each customer needs before adding more visits to your diary.

1. Record the customer and garden. Add the work you have agreed to do. Keep access instructions and useful visit notes with the garden.
2. Choose how repeat work is scheduled. Use Planned dates to keep the original pattern. Use Completion dates when the next visit should be worked out from when you finish. Review the proposed visits before saving.
3. Build the round. Choose Add round, select the gardens and services, and use Move earlier or Move later to arrange the order. Save the round when it matches the route you want to follow. You choose the order; the app does not calculate the fastest route.
4. Record what you finish. Work through the gardens and record each visit’s outcome. Go to next garden moves you through the round; it does not mean the work has been completed.
5. Move visits when the weather changes. Use Move a visit for one job or Move several visits for a group. Check the affected dates before confirming. Use Change repeat work only when you want to change the continuing schedule.

Before you leave: check the garden, work and date for each visit. If a date is unexpected, review the repeat-work choice before changing several visits. The sections below explain the controls in more detail.

Explore Gardening Job Planner: Rounds or get help with your gardening diary.

Use this guide to plan garden visits, keep customer details, record completed work and manage invoices in Gardening Job Planner: Rounds version 2.0. The same features are available on iPhone, iPad and Mac. One subscription covers all three apps.

In this guide, choose means tap on iPhone or iPad, or click on Mac. Words in bold match the app's controls. You can read the guide in order or jump to the task you need.

Get started and find your way around

Version 2.0 opens with Today. It brings your day's visits and follow-ups together. Your customers, gardens, visits and invoices stay in place when you update from an earlier version.

• Today: open a visit, resume work or follow the links under Needs attention.
• Planner: review your work by day, week or month.
• Customers: keep contact details and each customer's gardens together.
• Rounds: group gardens into a working order.
• Invoices: review drafts, issued invoices and balances.
• Menu: choose a task directly, including less frequent jobs such as correcting a payment or making a backup.

On iPhone and iPad, use the main tabs and Menu. A smaller screen may show fewer choices at once. On Mac, use the left sidebar. You can also open Mac Settings with Command–Comma.

For many tasks, the quickest route is Menu → task → record. For example, choose Menu, choose Edit garden, then choose the garden. Some tasks, such as Add customer, open a form straight away.

Use Search in Menu to find customers, gardens, addresses, plans and invoice numbers. If there are no matches, choose Clear search and try a shorter name or part of the address.

Save, cancel and leave a form safely

Filling in a form does not always save it. Use the action named on that form, such as Save, Review visit or Confirm. Read the review before confirming a change.

Use Done on the keyboard to finish typing. This closes the keyboard; it does not submit the form. Use Cancel, Close, Done or the back control to leave the screen. If the app asks about unsaved changes, choose Keep editing to retain them or Discard changes to leave without saving those changes.

If a save fails, keep the form open. Read the message and correct the details or try again. Do not remove the app to fix a saving problem.

Add your first customer, garden and visit

Add visit lets you set up a customer, a garden and their first visit together. You can also use it for a garden already in your list.

1. From Today, choose Menu.
2. Choose Add visit.
3. Choose New garden if this property is not in your records.
4. Choose an existing customer, or enter a new customer's name.
5. Enter a garden name that will help you recognise the property.
6. Enter the garden's address.
7. Add any useful contact, access, parking or safety information.
8. Enter the name of the work and the first visit date.
9. Add the estimated time and agreed charge if you know them.
10. Choose the planned tasks.
11. Leave repeat work off for a one-off visit, or set the repeat options you need.
12. Choose Review visit.
13. Check the customer, garden, date and work details.
14. Choose Save.

After a successful save, the app opens the visit so you can continue working. If saving fails, the details remain in the form for you to check and try again.

For an existing property, choose Existing garden, search for the customer or garden, then choose the matching garden. Check the name and address before continuing. Use Choose a different garden if you selected the wrong one.

Manage customers and gardens

A customer is the person or business you deal with. A garden is a property you maintain for them. One customer can have several gardens. Keep their billing address with the customer and their property address with the garden.

Add or change a customer

1. Choose Menu.
2. Choose Add customer, or choose Edit customer and select the customer.
3. Enter or update the customer's name.
4. Add contact details and a billing address where needed.
5. Check the details.
6. Choose Save.

Use Customers to browse your list. Search when the list is long. Select a customer to see their details and gardens.

Add or change a garden

1. Choose Menu.
2. Choose Add garden and select its customer, or choose Edit garden and select the garden.
3. Enter or check the garden name and property address.
4. Add gate and access instructions, parking information and safety notes.
5. Add useful details about areas to maintain, plants to protect, water, power and waste.
6. Check any starting values for new plans, including estimated time and agreed charge.
7. Choose Save.

Starting values help when creating new plans; changing them does not rewrite existing visit records. Preferred visit days are reminders for planning, rather than an instruction to create visits automatically.

Use Garden location in Menu to check the property's location. Confirm it before relying on directions. Use Garden history to review previous work.

Add customers from a spreadsheet

You can bring a customer list into the app from a CSV file. This is a simple spreadsheet file that applications such as Numbers and Excel can save. It adds customer details; it is not a way to bring in gardens, visits, photos or a complete backup.

1. In your spreadsheet application, put each customer on a separate row.
2. Give each column a heading, such as Customer name, Phone number or Billing address.
3. Save a copy as a CSV file.
4. In Gardening Job Planner: Rounds, choose Menu.
5. Choose Import customers.
6. Choose the CSV file.
7. Under Match the headings, choose what each column means.
8. Set any unwanted column to Don't use.
9. Review Check the changes, including the number of customers to add and any rows already in your list.
10. Correct anything listed under Things to fix before continuing.
11. Choose Add these customers when the review is correct.

A customer name is required. Each type of detail should be matched only once. If you include customer type, use individual or business. If you include whether to hide a customer, use true or false. Leave customer references out unless you already have valid references from the app.

If the confirmation button is unavailable, check the headings, any row problems and your subscription access. Cancel leaves the file and your saved customers unchanged. On Mac, you can also drag a CSV file onto Customers to open the import review.

To save a spreadsheet copy of your customer list, choose Menu → Save customer list. Saving a list needs subscription access. It does not include all your records, so use a full backup when you need a broader copy.

Use the day, week and month planner

1. Open Planner.
2. Choose Day, Week or Month.
3. Use the previous and next controls to move through dates.
4. Choose Today to return to the current date.
5. Choose a visit to review its garden and work.

The daily view is useful while working. The weekly view helps you spread visits across the week. The monthly view helps you look farther ahead. Where no estimated time is set, the app cannot include that visit in a complete time estimate.

A forecast marked Not yet added is not yet a saved visit. Review the proposed work and dates before adding it. If nothing is planned today, use View planner or Add visit to choose your next action.

Plan regular and seasonal work

A service plan describes the work you intend to repeat at a garden. Its visits are the individual dates when that work is due.

1. Choose Menu.
2. Choose Plan repeat work.
3. Choose the garden.
4. Enter a plan name and select the planned tasks.
5. Set the first visit date.
6. Turn on Repeat this service.
7. Set Repeat every using days, weeks or months.
8. Choose how future dates should follow the work.
9. Add an end date or seasonal dates if needed.
10. Review the proposed dates before saving the plan.

Choose how future dates are worked out

• Planned dates: keep the original pattern. Completing a visit late does not move the ongoing schedule.
• Completion dates: work out the next dates from the day you finish the visit. Future dates are estimates until the work is completed.

For a monthly plan, a shorter month uses its last day when necessary, then returns to the original day in the next suitable month.

Use seasonal dates

Without seasons, the plan repeats throughout the year. Add seasons when the work should only happen during certain date ranges. Each active season starts with a visit on its first day and repeats as set for that season. Seasons must not overlap. Use No visits in this season for a period when you do not want visits.

Review the dates carefully, especially when changing repeat intervals or season boundaries. The date review is your chance to spot an unwanted visit before saving.

Move visits or pause repeat work

Move one visit

1. Choose Menu → Move a visit.
2. Choose the visit.
3. Set the revised date.
4. Check that the change applies to that visit rather than the future schedule.
5. Review and confirm the change.

This is useful for a weather delay or a customer's changed arrangements. The original date and recorded history are retained.

Move several visits

Choose Menu → Move several visits. Select the visits you want to change, set the date change and review the affected visits before confirming. Check the selected list rather than assuming every visible visit is included.

Change or pause regular work

Choose Menu → Change repeat work, then select the plan. Review its current repeat work and the proposed future dates before saving. Use this for a lasting schedule change.

Choose Menu → Pause or resume repeat work, then select the plan. Pause plan keeps the visits but hides open work from the daily planner. Resume plan brings it back, including overdue visits. Pausing does not delete the work or mark it completed.

Arrange and work through a round

A round groups gardens in the order you want to visit them. Choose the order yourself; it is not a promise of the fastest driving route.

1. Choose Menu → Add round.
2. Enter a round name.
3. Choose the gardens and services to include.
4. Select All work at this garden or individual services as appropriate.
5. Arrange the visit order using Move earlier and Move later.
6. Choose Save.

To begin, choose Menu → Open a round and select the round. Review the gardens and work for the day, then choose Start round. Work through each garden and record what happened before moving on.

Go to next garden changes your place in the round; it does not complete the current visit. The remaining work can include overdue visits. Pause round keeps your position and saved task progress, and Resume round lets you continue.

Use Edit round to change the group or order for future daily rounds. A daily round already opened keeps its existing gardens and order.

Record tasks, time and a visit outcome

Work on a visit

1. Open the visit from Today, or choose Menu → Work on a visit and select it.
2. Read the garden's access, parking and safety notes.
3. Choose Start or resume timer if you want to record working time.
4. Tick tasks as you finish them.
5. Add notes about the work.
6. Choose Pause timer when you stop working.

Task ticks, notes and timer changes are saved as visit progress. They do not finish the visit or create a charge. If the app reports an unsaved change, try again before continuing or leaving the screen.

Use Change time spent, or Menu → Change visit time, to correct the time. Enter whole minutes and check the result. The original timer history is kept. Correcting time does not add a charge automatically.

Finish the visit

1. Tick all completed tasks.
2. Choose Complete visit for fully completed work, or Record what happened for another outcome.
3. Choose the outcome that describes the visit.
4. Check the time spent.
5. Add the reason and any next action required by the form.
6. Check whether a charge should be recorded.
7. Choose Check visit details.
8. Read the review.
9. Choose Confirm visit details.

The outcomes include completed, partly completed, postponed, weather-delayed, customer-cancelled and skipped work. Incomplete, delayed, cancelled and skipped visits do not add a charge automatically. Only enter an additional charge when it has been agreed.

Review whether the visit will be closed, moved or need follow-up work. A draft outcome is not a completed visit. Confirmation saves the outcome and its next action together.

Use Visit history to review what was recorded. Use Correct visit notes when you need to correct notes on a recorded visit.

Deal with unfinished work and follow-ups

On Today, check Needs attention. Use View all unfinished visits for visits still needing an outcome, View all follow-ups for return work and View all customers ready to invoice for charged work awaiting an invoice.

1. Choose Menu → Schedule follow-up.
2. Choose the follow-up work.
3. Review the outstanding work and proposed date.
4. Confirm the return arrangements.

Follow-up work included in an earlier charge should not be charged again unless an additional amount has been separately agreed. Read the charge explanation before confirming.

If no further return is needed, use Close follow-up. Read the reason and confirmation requirements. Closing a follow-up records that decision; it should not be used to pretend unfinished work was completed.

Add photos and choose what customers may see

1. Choose Menu → Visit photos.
2. Choose the visit.
3. Choose Take photo where a camera is available, or Choose a photo to select a saved image.
4. Wait while the app prepares and saves it.
5. Open the saved photo to check it.
6. Choose whether to turn on Include in customer reports.

Photos are optional. You can continue recording work without them. A photo marked as still to add is not yet attached to the visit; use the offered retry action rather than assuming it is saved.

Information about where a photo was taken is removed when the app prepares it. You still decide which photos may appear in a customer report. Check the report before sharing it.

If camera access is refused, use Open Settings to change the permission, choose a saved photo or continue without one. Mac and other devices without an available camera can still use saved photos.

Remove photo from visit removes it from that visit and future reports. It does not change reports already saved elsewhere. The app may retain a copy if another record or recovery copy still needs it.

Prepare and send customer messages

You can prepare an update before a visit, explain a weather delay, confirm changed arrangements, follow up work or remind a customer about payment. The app prepares the words; you decide when to send them.

1. Choose Menu → Prepare visit message.
2. Choose the customer.
3. Choose the message topic, such as Upcoming visit.
4. Choose email or text message where available.
5. Check the recipient's address or phone number.
6. Edit the message to include the agreed date and any details the customer needs.
7. Save the draft.
8. Choose Check this message.
9. Read the recipient and the complete text.
10. Choose Save checked message.
11. Choose Open your message app.
12. Check the message again in that app before sending.

Saving a draft or a checked message does not send it. Private notes, gate codes and photos are not added to the prepared text automatically. Be careful about anything you type into the message yourself.

The available sending options depend on the device and its configured mail or messaging app. If the app cannot open a message composer, follow the available copy or retry option. Before trying again, check your message app to avoid sending the same message twice.

Use Customer messages to return to saved drafts and check message-app activity. A reported sent result does not confirm that the customer received or read the message.

Keep enquiries and prepare estimates

An enquiry records a request for work. An estimate records the proposed work and charge before it becomes an invoice.

Record an enquiry

1. Choose Menu → Add enquiry.
2. Choose the customer.
3. Enter the subject and useful notes.
4. Set a follow-up date if you need to return to the request.
5. Choose Save.

Use Manage enquiries to update an existing request. Where a garden assessment is needed, choose the assessment action and review its date and garden before saving.

Prepare and track an estimate

1. Choose Menu → Add estimate.
2. Choose the garden.
3. Enter the estimate name and lines of proposed work.
4. Check quantities, amounts, any adjustments and relevant tax details.
5. Add the terms and a validity date if needed.
6. Save the draft.

Choose Edit draft estimate to change a draft. Choose Review estimates to find an existing estimate and its available next actions, including recording that it was given to the customer, accepted, declined or expired.

Recording acceptance is a record of the customer's decision, not a payment. When scheduling accepted work, choose the one-off or repeat option as appropriate and review the proposed dates before saving. If you copy an estimate as a new draft, check the copied details before using it.

Set up your business and invoice numbers

Do this before issuing your first invoice. Your business details and the customer's billing details are used on the issued document.

1. Choose Menu → Business details.
2. Choose your business type.
3. Enter the correct business name and address.
4. Add an email address or phone number.
5. Add a trading name or logo if you use one.
6. Check any VAT details that apply to your business.
7. Choose Save.

On Mac, Settings also provides a Business details page. Use its Edit button to change the details.

Choose document numbers

In Business details, find Document numbering. Use Add number group to set an unused label, such as INV-, and a starting number. Invoice and credit note groups are separate. A saved number group cannot be changed; each new document takes the next number from its group.

Invoice numbering in Menu opens the numbering recovery check when needed. It is not the place to casually restart numbers already used. After restoring an older copy, read the recovery explanation and compare it with your existing invoices before issuing anything new.

Only enter VAT information appropriate to your business. The app records the information you provide; it does not decide your tax obligations. If you are unsure, check with your accountant before issuing the document.

Prepare, issue and email an invoice

A draft can still be edited. An issued invoice has its own number and a permanent copy of the details at the time of issue. Issuing it does not send it or mark it as paid.

Create a draft

1. Choose Menu → Create invoice.
2. Choose the customer.
3. Select the completed work you want to include, or add agreed work as invoice lines.
4. Check the work descriptions, dates, quantities and charges.
5. Add a payment due date or payment terms.
6. Add payment instructions if useful.
7. Choose Save draft if you want to finish later.

Check that the same visit has not already been invoiced. Payment instructions describe how to pay; payment terms or a due date describe when payment is due.

Review and issue

1. Open the draft, or choose Menu → Issue invoice and select it.
2. Review the business and customer billing details.
3. Review every work line and the total.
4. Check the issue date and the proposed invoice number.
5. Correct anything the app says is missing.
6. Confirm the issue only when the review is correct.

If the issue action is unavailable, check your business identity and contact details, the customer's name and billing address, the work lines, work dates, payment terms and document numbering. If records changed during the review, review them again before confirming.

Email the invoice

1. Choose Menu → Email invoice.
2. Select the issued invoice.
3. Check the recipient and email wording.
4. Check the attached invoice.
5. Send it using the email app's own send control.

The invoice is attached as a PDF, a document format customers can open on many devices. Emailing and saving a copy require the relevant subscription access. If email is unavailable, use the offered preview or share option to save the PDF and attach it in your own email app. On Mac, a copy-text option may also be available; copying text does not attach the invoice for you.

Use Invoice documents to review the document. Check whether you are looking at a draft or an issued invoice. The Invoices list can help you find drafts and outstanding balances.

Record payments and correct financial records

Record money you have received

This records a payment you have already received. It does not take money, check your bank account or send a receipt.

1. Choose Menu → Record payment.
2. Choose the customer.
3. Enter the amount received.
4. Check the date received.
5. Choose the payment method.
6. Add a reference if useful.
7. Enter how much should go towards each issued invoice.
8. Choose Review payment record.
9. Check the details and applied amounts.
10. Choose Confirm.

You can leave money unapplied when it was paid in advance or you have not yet decided which invoice it belongs to. It does not reduce an invoice's balance until an amount is applied to that invoice.

Change which invoices a payment covers

Choose Menu → Allocate payment, select the payment and change the amounts applied to its invoices. Add a reason, review the changes and confirm them. The original received amount and its history stay recorded.

Correct an incorrect payment entry

Choose Menu → Correct payment, then select the incorrect entry. Read the cancellation explanation and confirm only if the entry is wrong. Cancelling stops that entry counting towards invoices but keeps the original and its corrections. It does not refund money. If necessary, record the correct payment separately.

Correct an issued invoice

An issued invoice is not overwritten. Choose Menu → Correct issued invoice and select it. The app offers a full credit note: a separate document reversing the whole original invoice amount while keeping the original invoice.

Enter a reason, review the credit and confirm only when correct. No money is refunded automatically. Payments remain recorded, and you decide separately which invoices they apply to. If you need a replacement invoice, review the replacement draft carefully before issuing it.

Keep records up to date across your devices

Private iCloud sync is optional. It keeps a copy of your work in your own iCloud account so you can use the same records on iPhone, iPad and Mac. Your App Store purchase account and your iCloud account serve different purposes.

1. Check that every device is signed into the same iCloud account in Apple's settings.
2. Open Gardening Job Planner: Rounds on the device that holds the records you want to use.
3. Choose Menu → iCloud sync.
4. Choose Turn on private iCloud sync.
5. Read the confirmation.
6. Confirm that you want to turn it on.
7. Turn it on in the app on your other devices too.
8. Check the status and review any changed work the app asks you to resolve.

After it is turned on, saves are kept up to date automatically when iCloud is available. You do not need to press Check now (troubleshooting) after every edit.

When you are offline, your work stays saved on that device. Pending changes can be sent after it reconnects. Before relying on another device's copy, check the status and open the record you need.

If two devices have different changes

1. Open iCloud sync and choose Review changed work, or use Review sync changes in Menu.
2. Read the choices for each changed item.
3. Choose the device's version or the other device's version as appropriate.
4. Check all your choices before saving the review.
5. Choose Save reviewed choices and read the confirmation.

Do not choose a version just to clear a message. Check the actual customer, date, work or financial details first. If a required photo is not available yet, wait for it or use the offered recovery route rather than assuming it is included.

If the app reports two issued documents with the same number, do not issue another invoice until the clash is resolved. Keep both copies and contact support with the number shown.

If your iCloud account changes, the app stops syncing before changing work. Read the status before reconnecting. Turning off private iCloud sync stops future checks and keeps the records on that device. It is not the same as deleting records or making a separate backup.

Make a backup or use a saved backup

A backup is a separate file containing your customers, gardens, visits and chosen photos. Keep it somewhere you can find again. iCloud sync keeps devices up to date; a backup gives you a separate saved copy.

Make a backup

1. Choose Menu → Backup and restore.
2. Choose whether to include selected photos.
3. Choose Make a backup.
4. Choose where to save the file.
5. Complete the file-saving step.
6. Check that the app confirms the backup was saved.

Saving a backup outside the app requires subscription access. Cancelling the file-saving step, or receiving a saving error, means no successful backup has been made. Keep the existing records and try again.

Use a backup

1. Make a separate backup of your current work first if you may need it.
2. Open Backup and restore.
3. Choose Use a backup.
4. Choose the saved backup file.
5. Under Check this backup, review the customers, gardens and whether photos are included.
6. Read the replacement explanation.
7. Choose Replace my current work only if you intend to replace the current records.
8. Read and confirm the final replacement question.

Using a backup replaces your current work; it does not simply add missing customers. The app keeps a recovery copy first. A backup from a newer version may require updating the app. A backup exceeding your current customer access cannot be restored until you have the required access.

After restoring an older financial copy, check the invoice numbering and your other saved documents before issuing new invoices. A numbering recovery check does not bring back missing documents or confirm that records on another device are complete.

Hide records or delete them permanently

Hide a customer or garden

Use Menu → Hide or restore records, then choose the record. Hiding keeps its details and history while taking its unfinished work out of the daily planner. It is useful when work is paused and you may need the record again. Use the restore option when the customer or garden becomes active again.

In Customers, Show hidden customers helps you find records that are no longer in the normal list. Hiding and permanent deletion are different actions.

Delete permanently

1. Open the customer in Customers.
2. Choose Permanent deletion.
3. Read exactly what each choice removes.
4. If you need a separate copy and have subscription access, choose Make a backup first.
5. Choose whether to include photos.
6. Save the backup in a location you trust.
7. Check that the backup was saved successfully.
8. Return to the deletion review.
9. Choose Keep customer, Delete Customer or Delete Customer and Financial records.
10. Read the final confirmation before deleting.

Delete Customer keeps issued invoices, credit notes and payment history, including the customer details on them. Delete Customer and Financial records removes those too. Both choices remove the affected information from recovery copies. Any iCloud deletion remains pending until the app can connect.

Menu's Delete records also opens a deletion review for the selected customer or garden. Read its scope; deleting a garden and deleting its whole customer are not interchangeable.

An old backup cannot be used to undo permanent deletion within the app. Copies already saved or shared elsewhere, and backups managed by Apple, are separate. Follow the local laws that apply to keeping customer information and financial records. Choose Cancel if you are unsure.

Subscribe, restore purchases or manage your subscription

Choose Menu → Subscription. On Mac, you can also open Settings and select Subscription. Your plan tells you the access the app currently recognises.

Start a subscription

1. Open Subscription.
2. Under Choose a plan, choose the plan you want.
3. Read Apple's current price and payment terms.
4. Confirm with Apple only if you want to buy.
5. Return to the app and check the status under Your plan.

One subscription covers the iPhone, iPad and Mac apps. Apple's purchase confirmation controls the actual purchase. If a purchase is pending, allow Apple to complete it rather than repeatedly buying again.

Restore a purchase on another device

1. Check that the device's App Store is using the Apple Account used for the purchase.
2. Open Subscription in the app.
3. Choose Restore purchases.
4. Complete any sign-in Apple requests.
5. Check the resulting subscription status.

Use Check subscription to refresh the status. If plans cannot be loaded, check the internet connection and try again. Do not delete your saved work to fix a subscription problem.

Choose Manage subscription to use Apple's subscription controls. Restoring a purchase restores access; it does not restore customers or visits. Use iCloud sync or a saved backup for your records.

If a subscription ends, saved customers, gardens and visits remain in the app. Some additions and saving or sharing copies may require renewed access. Read the explanation shown beside an unavailable action.

Read comfortably and use VoiceOver

You can use your device's text-size, appearance and accessibility settings to make the app easier to read. On a smaller screen, scroll within the form or pane to reach its lower controls. Close the keyboard with Done when you need more space.

With VoiceOver on iPhone or iPad, swipe left or right with one finger to move between items. Double-tap to activate the selected item. Swipe up with three fingers to scroll. On iPad, make the scrolling gesture inside the pane you want to move.

On Mac, use the system's VoiceOver controls to move through the sidebar, forms and buttons. Read deletion and replacement confirmations fully before activating them. If a control is difficult to find or its meaning is unclear, contact support with the screen name and your device.

Solve common problems and contact support

A button is unavailable

Look for a message beside the button. A required name, incomplete date review, missing invoice details, unfinished task or subscription requirement may explain it. Scroll to the bottom of the form to check for an error. Closing the keyboard can reveal a control hidden behind it.

A record is missing from a list

Clear the search and check whether the record is hidden. In the planner, check the date and whether the plan is paused. On another device, check iCloud sync status before creating a duplicate record.

A form says the record changed

Keep your entered details while reading the message. Use the offered refresh or review action, or return and choose the record again. Check the latest saved details before confirming. Do not repeatedly press Save without reviewing what changed.

Work is not appearing on another device

Check that both devices use the same iCloud account, that private iCloud sync is on in the app on each device and that both can connect to the internet. Read the sync status and resolve any changed-work review. Check now (troubleshooting) is available for a manual check; normal saves do not require it.

An email or message did not send

Check the recipient and that an email or messaging app is configured on that device. Check the other app before retrying, so you do not send a duplicate. Issuing an invoice and preparing a message are separate from sending them.

The app will not save

Keep the form open and read the error. Try the offered recovery action. Do not remove the app or replace your records as a first response. Contact support if you cannot safely continue.

Find the version and get help

Choose Menu → About, or use About in Mac Settings. Note the version and build number. When contacting RGT Software, include your device, the screen or action, what you expected and what happened. Do not send passwords, gate codes or customer information you do not need to share.

Your everyday tasks

Return to the guide contents or return to Gardening Job Planner: Rounds.