Table of Contents
- Overview
- Step 1: Select a Program Template
- Step 2: Assign Properties to Program
- Step 3: Create the Program
- Generating Visits From a Program
- Managing Your Programs
- Adding a Multi-Step Template
Overview
Once you have a Multi-Step Program Template created, you can apply it to customers and properties. If you haven’t created a template yet, see that article first.
To access Multi-Step Programs, go to Schedule > Multi Step Programs.
Multi-Step Programs are included on the Grow and Plus plans and are a $19/month add-on on other plans.
Step 1: Select a Program Template
In the middle panel, select the template you want to use. Search by name or scroll through the list, then click the + button next to the template. It expands to show all of its steps, the days between each step, and the services included in each round.
You’ll also need to set a Start Date for the program in the left panel — this is the date the first step will be scheduled.
Step 2: Assign Properties to Program
Below the template selection, “Step 2: Assign Properties to Program” is where you choose which properties to enroll. You can filter by:
- Zip Code
- All Tags
Search for a customer by name and click the + button next to each property you want to add. Properties already enrolled in a program show an “In Program” badge.
If you select more than one property, you can check Stagger start dates across [5] days to spread their first visits out instead of starting them all on the same day.
Step 3: Create the Program
Once you’ve selected your template and assigned your properties, click the green Create Program button. LawnPro creates a program for each property and shows them under Programs Created. The visits are not on your schedule yet.
Generating Visits From a Program
Under Programs Created, click Generate All Visits to put every new program’s visits on your schedule. To do one at a time, click Generate next to a program. Each program shows Done once its visits are scheduled. When you edit an existing program, click Save & Schedule Visits to update its visits.
Managing Your Programs
The “Programs List” on the right side of the screen shows all of your existing multi-step programs. Filter by:
- Active — programs currently in progress
- Paused — programs that have been paused
- Completed — programs that have been completed
- Cancelled — programs that have been cancelled
- All — show all programs regardless of status
For each program in the list you can:
- Click the pause icon to pause the program
- Click the play icon to resume a paused program
- Click the pencil icon to edit the program
- Click the X button to cancel the program
Adding a Multi-Step Template
Click the green “Add a Multi-Step Template” button in the top right corner to create a new template. See Multi-Step Program Templates for step-by-step instructions.
