To change the terms and conditions on an invoice or estimate you can change it for all customers or on a per customer basis. To change terms and conditions for all customers, click the gear icon at the top right of the screen to get to your LawnPro settings. Once…

Here’s what to do in case you’d like to change an invoice that you already marked as paid, but later found out that the customer’s check bounced for example. Delete Payments For the Invoice Before you can edit a paid invoice you need to remove the payments from your invoice….

You can send estimates to your customers to let them know how much you will charge for your services one the job is completed. Customers can then either approve or decline your estimates. To create an estimate click Finances then click Estimates in the menu. Once on the estimates screen,…

Please note: At the moment it’s only possible to change the invoice email template on our website (https://www.lawnprosoftware.com/) using a laptop or desktop computer, but not a mobile device. To change the wording of your invoice e-mails please click Emails in the menu and then switch to the “Email Templates”…

To see your accepted estimates please click on Finances > Estimates in the menu and make sure the “Accepted” filtering option is clicked:

To create a visit based on an already accepted estimate go to the estimate detail page and click the “Create Event” button: In the popup please pick the property that you’d like to service: (If you have not added a property for your customer yet you need to add a…

Clients can pay a deposit when they open the estimate link that you sent them via e-mail or text. Once your client clicks the estimate link they should see this page on the client portal: After your client clicks the “Add Credit” button they will be able to add credit…