Getting Started with Your LawnPro Account

Table of Contents

1. Overview
2. First Steps After Signing Up
3. How to Contact Support
4. Help Us Help You- Trouble Shooting Tips

Overview

LawnPro is designed to help you manage your lawn care business efficiently. This guide will walk you through the essential steps to get started. Follow along to set up your account and learn how to get help from our support team.

First Steps After Signing Up

Here is a short guide to get you started after creating your LawnPro account.

These are the most common steps to get your account set up and running.

Step 1: Company settings – Add or edit company info that clients will see such as your company name, phone number, email, and address.

Step 2: Branding – Upload or edit your company logo

Step 3: Add your team – Have your whole team connected and working in sync.

Step 4: Get the LawnPro App – Download the app so your team can view their schedule and log their time.

Step 5: Set up Online Payments – Unlock the ability to charge credit cards in the field or in the office.

Step 6: Add Your Items & Services: In order create estimate, invoices, or your schedule, you will need to add your items and services to your account. Adding them before adding your customer and properties is helpful if you are going to assign default items and services to your properties.

Step 7: Add Your Customers – After getting your account set up, adding your customers to LawnPro is usually the most important nextstep. Having a customer is required to send an estimate, to add a visit to the calendar, or to send an invoice.

Step 8: Add Properties –  Properties are going to be your service locations. You will want to add a property for each customer even if it is the same address as their billing.

Step 9: Create Your First Estimate — Send a professional estimate to a customer before starting work. A customer and property are required before creating an estimate.

Step 10: Schedule Your First Visit — Add a job to your calendar so your team knows where to be and when.

Step 11: Create Your First Invoice — Bill your customer for work completed. You can also convert an accepted estimate directly into an invoice.

Step 12: Accept Your First Payment — Record a payment from your customer and keep your books up to date.

If you get stuck at any point, we’re here to help! You can reach us 7 days a week using the green live chat icon at the bottom right of any screen. We do our best to answer within minutes!

You can also check out our Troubleshooting Tips or How to Contact Support for more ways to get help.