Table of Contents Overview First Steps After Signing Up How to Contact Support Help Us Help You- Trouble Shooting Tips Overview This article covers basic steps to help with setting up your LawnPro account. This is the best place to start after signing up for your account. First Steps…
OVERVIEW In order for our Support Team to quickly troubleshoot an issue and get it fixed, there are a couple steps you can try first that will help speed up the process of getting the issue handled if our team needs to step in. STEPS TO TRY IS EVERYTHING UP TO…
You can send a mass email in LawnPro a couple different ways. To send a mass email, go to the email tab. You can use a predefined group from the drop down which includes: Customers Due to Be Serviced Today – This will have all the customers that are on…
With Wisetack you can give your clients the option to pay over time, helping them get the service they want–faster. Even better, it helps you win more (and bigger) jobs. Make it easy for your clients to afford the work they want. We’ve partnered with Wisetack so that you…
If your customer is having issues linking their bank or simply wants you to set it up for them, you can do that by going to the customer tab>customers. Search for the customer you’re adding the bank information for. Click the pencil button for that customer. You will see an…
With a delay step, you can put your Zap on hold for a specified amount of time before your actions run. You can use delays to set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline. There are three types of…
Filters allow Zaps to only perform actions on the items you want. With filters, you set a specific condition and the Zap will only continue if the data from your app meets that condition. Steps to adding filters to a Zap 1. Add a Filter Step – In the…
In Zap History, you can see and manage all the activity in your Zaps and Transfers. Zap History is a log of everything that Zapier has tried to automate on your behalf, including all the data that goes in and out of each step of your Zaps. This is helpful…
After you set up your Zap trigger, the next step is to add an action to your Zap. An action is an event your Zap performs when your trigger event occurs. Example: If you want your Google Sheet to update every time you add a new customer in LawnPro, then the…
A trigger is an event that starts a Zap. Once you’ve set up a Zap, Zapier will monitor for that trigger event. Example: You want to set up a Zap to update your Google Spreadsheet each time a new customer is added in LawnPro. In this Zap, the trigger is…