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…
Table of Contents How a Customer Adds ACH How to Add ACH for a Customer How a Customer Adds ACH In order for a customer to link their ACH to pay with a bank transfer, they will need to go to their client portal. They can get to their portal…
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…
On the Zaps page, you can organize and manage all your Zaps and folders. If you’re on a Team or Company account, you’ll also find all of your shared folders to collaborate on Zaps with your team. Learn how to organize your Zaps in folders. Understand Zap Statuses Zaps can exist in three…
Zapier is an online automation tool that connects your apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. This guide walks you through key concepts to help you get started with Zapier. Zap: A Zap…