To use a Quick Dispatch Template that you’ve made, click the Schedule Tab Next, click the Quick Dispatch Tab> Quick Dispatch Once on the Quick Dispatch page, on Step 1 choose your template. If you need to quickly add additional properties you can change the view to “By Property“ Next,…
To connect your Quickbooks account to LawnPro, click your settings button (the gear icon on the top right) Once on settings, click the “Quickbooks Sync” Tab Click the green “Connect to Quickbooks” button
Learn About Work Requests
To find and print customer statements, click the “Finance Tab” and then click “Customer Statements“ You will then select your customer and choose the date range you want to show on the statement (Note: The date range is the last 30 days by default) Once the statement shows the information…
LawnPro offers automatic and manual Back Ups. To get to the Back-Ups, click the “Backups” tab To manually back up your information click the green “Backup Now” button
To Customize the optimization of your route, click the Schedule Tab and then click Routes Next, arrange the visits in the order you want them to be by dragging and dropping the visits. When finished arranging the visits, click the green “Optimize/ Save” button and select “Custom Route Order and…
Table of Contents Overview Auto- Create Invoices Auto- Send Invoices Overview If you don’t want to spend time manually creating or sending your invoices, you can set up Auto-Invoicing. This is set up for each customer. To set up Auto-Invoicing, go to the Customer Tab>Customers Find the customer you want…
There are two places you can add, edit or delete a customer’s credit card and save it. The first is by clicking “Customers” on the left menu, then click “Manage Credit Cards” This will take you to the “Manage Credit Cards” screen. On this screen there are two tabs: “Customers…
Learn How to Delete or Restore a Customer
To delete a customer’s credit card, go the the Customer tab>Customers Find the customer with the card you’re wanting to delete and click the pencil icon Scroll down and you will see their card. Click the blue “Delete Credit Card” button. This will remove the card.