Client Portals
Learn About Client Portals
Learn About Client Portals
Learn How to Get Started
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.
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…
Wisetack Overview With Wisetack, you can give your clients the option to pay over time, helping them get the service they want – faster. You improve your close rate, and your clients get to afford their dream job. Our partnership with Wisetack allows you to offer your customers easy…
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…