Help Topics

• Pages

• Getting Started

  Articles and videos to get you up and running, quickly and easily.

• Settings

  Update your logo, timezone, default terms of service, upload your logo, and much more.

• Customers

  How to add, import, edit, restore customers, and more.

• Properties

  How to add, edit and save property info. Store the size of a property, default items and services you perform at a property and more.

• Items and Services

  How to create the items and services for the things you do at each property, assigning them to a property and more.

• Schedule and Calendar

  How to set up and manage your calendar / schedule. How to move events to another day, mark them as not serviced and more.

• Routing

  How to set up routes, edit routes, optimize routes, and more.

• To-Do's

  Learn how to create and edit To-do's, add new To-do Categories, and more.

• Invoices

  How to create, edit and send invoices to your customers.

• Estimates

  How to create, edit, send estimates to your customers.

• Vendors and Suppliers

  How to Add a New Vendor/Supplier

• Level Billing Agreements

  How to setup and manage level billing agreements where customers pay you a flat rate for work done each month.

• Employees

  How to add an employee, manage employees, create logins for employees, etc. How to set employee permissions to allow them to see or not see certain things and more.

• Crews

  How to set up crews, assign employees to a crew, assign crews to jobs and more.

• Time Tracking

  How to track the time an employee works, time spent at each job, assign pay rates to different tasks, and more.

• Payments

  How to enter payments, accept credit card payments, accept deposits for work to be done and more.

• Wisetack Financing

• Automations

  Automations allow you to automate following up with customers, letting them know when you will service their property, and more.

• Zapier

  Setting up Zapier, Creating Workflows with Zapier, and more.

• Backups

  How to keep and download backups of all of your data in LawnPro.

• Text Messaging

  How to send and receive text messages with customers, send messages to groups of customers and more.

• Visit Forms

  How to Create Form Templates, How to Assign Forms to Customers, and more.

• Reports

  How to generate reports such as profit / loss, income by item / service, revenue by city, county, crew and more.

• Notes

  How to add notes to customer profiles, property profiles, jobs, invoices, estimates, and more.

• Expenses

  How to enter one time and recurring expenses, add images of receipts to expenses, tie an expense to a customer / job and more.

• Equipment

  How to add equipment, manage maintenance on equipment, and more.

• Emails

  How to send emails to your customers, create groups of customers to send emails to, and more.

• Documents

  How to create, edit, send and save documents to customers.

• Customer Statements

  How to create, print, and email a customer statement showing some or all account activity.

• Custom Fields

  How to add custom fields to customer profiles, property profiles, and more.

• Tags

  How to add and edit Tags

• Chemicals

  Entering and tracking chemicals, chemical inventory and more.

• Calculators

  How to use the satellite view calculator and more to estimate prices quickly and accurately.

• Billing & Payments

  Information about how we charge for our services.

• Work Requests

  How to create, print and share work requests

• Quickbooks Online Sync

  How to set what you want to sync from LawnPro to Quickbooks online or from Quickbook online to LawnPro.

• Taxes

  How to set taxes on items / services, set taxes by property. Setting a default tax rate. How to make a customer tax-exempt and more

• Mobile Apps

  Articles, tutorials, and videos about the LawnPro mobile apps, which are available for Apple and Android.