• How Taxes Are Calculated

    This article shows you how taxes are calculated for your invoices and estimates. Is Customer Tax Exempt? If the selected customer is tax exempt taxes will always be 0. Property Settings You can add entries to the property’s Items & Services section and also set their tax values. If you…

  • Account Standing For Current Year

    Setting your account to show only the current year or all time: Some people prefer to show only the current year’s finances. If you want to do this in your LawnPro account, here’s how to do that – To only show account standing for the current year please go to…

  • How to Create a Recurring Series of Visits

    To create a series of visits where you service a customer each week, every other week, etc you want to create a recurring series of visits. Here’s how to do that – On the left menu, click “Schedule” then click the green “+ Add New” button, then click “Visit to…

  • How to Mark a Visit as “Not Serviced”

    Sometimes you may need to mark a visit as “Not Serviced” due to weather, the customer saying it didn’t need servicing this time, etc, etc. To do that, when you are on the schedule screen, click the visit you want to mark as “Not Serviced”. This will bring up the…

  • Multi-Step Program Templates

    Multi step programs are where you perform a different service each visit and the time between visits may vary as well. A good example of this would be a fertilization program. With LawnPro we make this as easy as possible. You can set up multi-step templates that you can use…

  • Multi-Step Programs

    If you haven’t created any templates you can learn how to do that here: Multi-Step Program Templates Once you have a multi-step program template created, you can use it over and over for different customers / properties.  Here’s how to do that: Click “Schedule” from the left menu on a…

  • How To Add A Recurring Visit

    To add a recurring visit please click Schedule in the menu, then add the New Event button. In most cases you need to click “Visit To Customer” in the drop down menu: On the New Visit page pick “Recurring Series of Visits” as the type and then you can choose…

  • How To Add Bi-Weekly Visits

    To add a recurring bi-weekly visit please click Schedule in the menu, then add the New Event button. In most cases you need to click “Visit To Customer” in the drop-down menu: On the Create New Visit page, pick “Recurring Series of Visits” as the type. Next, select Bi-Weekly. Now…

  • Rearrange visit orders for each day

    Rearrange visits on our website To rearrange the order of your visits for a specific day please first go the Schedule > Month page then click on the day in the calendar: Once you clicked the day you should be able to drag and drop visits on this popup to…

  • How to Charge a Customer’s Credit Card That’s Saved.

    On the left menu, click “Customers”, then click “Charge Cards On File”. On the Charge Credit Cards On File screen you will see a list of all customers with an invoice due and a green “Charge Card” button. Click it and it will charge the customer’s card the amount of…