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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Roundkeep is the back-office solution that independent vending operators have been seeking, created by someone who understands their needs. It allows users to count cash accurately by denomination directly on their smartphones, import CSVs from card readers for easy reconciliation, and eliminate the uncertainty of cash flow. This comprehensive tool streamlines every aspect of the vending route, including managing locations and machines, tracking expenses with receipt photo scanning, planning routes with GPS and driver check-ins, as well as handling repair requests and machine relocations. Additionally, it offers detailed per-machine profit and loss reports that can be exported for bookkeeping purposes. For those with connected machines, optional DEX and telemetry data can be ingested, enhancing operational efficiency. The web-based application is accessible via any browser, meaning there’s no need to download anything from an app store. Users can enjoy the freedom of no contracts, the ability to leave at any time, and full ownership of their data. You can start with a 30-day free trial without needing to provide a credit card. Plus, the design reflects a genuine understanding of an operator's daily challenges, making it a truly valuable asset for the industry.

Description

Transforming your data into a digital format ensures that your customer records are readily accessible whenever you need them. With all your customer and sales information centralized in a single database, you can effortlessly locate any customer, order, or payment details at any moment. Our software encompasses essential daily operations utilized by various small businesses, including CRM, invoicing, accounting, reporting, point of sale, inventory management, order fulfillment, credit card processing, and customizable workflows. By merging these vital features into one cohesive solution, you eliminate the hassle of entering data into multiple systems or managing numerous platforms simultaneously. This system consolidation not only reduces software expenses but also significantly minimizes the time wasted on redundant data entry. Moreover, with our integrated credit card processing feature, you can operate countless virtual cash registers, removing the need to rent outdated credit card machines or pay for the phone lines they require. Ultimately, this streamlining leads to greater efficiency and cost-effectiveness for your business.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$19/month
Free Trial
Free Version

Pricing Details

$19.55 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

RS Vending Services

Founded

2026

Country

Canada

Website

roundkeep.io

Vendor Details

Company Name

For Your Information Technologies

Founded

1987

Country

United States

Website

www.foryourinfotech.com

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

IT Service

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Optometry

Appointment Management
Insurance Management
Inventory Management
Patient Records
Recall Tracking

Pool Service

Billing & Invoicing
Chemical Readings
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management

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