Pages

Adding a New Customer

Move All Open Events All Events Page Overview Seasonal Pause Filtering Schedule by Crews

Satellite Estimate Calculator

Set Up & Manage Online Payments Passing Credit Card Fees to Your Customer Set up Auto-Charge Adding a Customer’s Credit Card on File

Automation Trigger Conditions Automation History Customer Specific Automations Set Up a New Automation Automations Overview

Save a Credit Card on File Set Up & Manage Online Payments Set up Auto-Charge Charge a Customer’s Saved Credit Card

Client Portals Client Login Widget

Assigning a Default Crew to a Property Assigning/Changing a Crew for an Existing Visit Editing a Crew Assigning a Crew to a New Visit Creating a Crew

Custom Fields

Custom Naming

Customer Statements

Customer Filters Change Customer Status Import Customers Delete or Restore a Customer

Customer Map Adding a New Customer

Getting Started with Your LawnPro Account Help Us Help You- Troubleshooting Tips How to Contact Support

Create a New Email Template

View Documents in Customer Portal Email a Document Create a New Document Create a New Document Template

Create a New Email Template Send Invoices by Email How to View Emails Sent to a Customer

Set / Edit Employee Privileges Require Employee to Clock-in to View Calendar How to Add Employees

Estimate Specific Automations Estimate Change Requests Create Estimate Edit an Estimate Collect a Deposit for Estimate

Add an Expense

Creating an Invoice Write Off an Invoice Receipts Receive a Sample Invoice Via Mail Receive a Sample Invoice via SMS

Invoice, Estimates, & Receipts Settings

Inventory Items Mass Price Change of Items/Services Add an Item/Service to All Future Invoices Packages of Items and Services Add or Edit an Item or Service

Extending a Contract/Level Billing Agreement Level Billing Agreements Link a Recurring Series to Level Billing

Save a Credit Card on File Set Up & Manage Online Payments Charge a Customer’s Saved Credit Card

Multi-Step Program Templates Multi-Step Programs

Multi-Step Program Templates

Estimate Change Requests Collect a Deposit for Estimate

Creating an Invoice Discount on Invoices Outstanding Balances on Invoices Past Due Terms & Late Fees

Receipts Adding a Payment Apply a Customer’s Credit to an Invoice Add a Credit to a Customer’s Account How to Delete a Payment

Preference Settings

Filter Properties Default Items & Services for a Property Change a Wrong Property Location Add a Property for a Customer

Create a Quick Dispatch Template

Recurring Events Page Seasonal Pause Single and Recurring Visits

Main Schedule Page How to Mark a Visit as “Not Serviced” Single and Recurring Visits Rearrange Visit Orders for Each Day

Routing Feature Route Group Selection Stop and Start Locations for Routes Tracking Mileage

Customer Groups for Email Create a New Email Template Send Invoices by Email How to View Emails Sent to a Customer

Manually Send a Text Message

View Used Tags Add a New Tag

Pending Dispatch

Texting Message Templates

2 Way Text Messaging Texting Message Templates Manually Send a Text Message

Manually Add Time for an Employee Track Time as an Employee View Active Time Clocks Approve Tracked Time Time Tracking Overview

Add New Part Tracking Mileage Add New Equiptment

Vendors and Suppliers

Visit Forms

Work Requests

Billing History

Your Business Profile Reset Your Account Account Standing Settings