Need Help? frequently asked questions  

Before you can assign a tax rate to a specific customer, you must set it up in your Yardbook Settings, which can be accessed using the My Company area of the Sitemap. Go to Sitemap -> Company Profile -> Settings -> Set Up Sales Tax Rate. Click on the green ‘+Add’ button and fill out the two required fields, ‘Tax Rate Name’ (ie: SM County) and ‘Tax %’ (ie: 9%). You may add more than one tax rate so that you can appropriately assign to different Customers as needed. <br><br>Once you’ve added a Tax Rate to your Settings, you are ready to assign to a Customer. Navigate to your Customer’s detail page and click on the ‘Edit’ button. Go to the Tax Rate field at the bottom of the page. (Depending on your current setting, you may need to enable ‘Show more’ to see this field). The drop down menu will now show a tax rate that you can assign to the customer. <br><br>Note: These tax rates will only be applied to product/services if the ‘Charge Sales Tax?’ field in the product catalog item is set to ‘Yes’.

You can set up different sales tax rates for each of the service areas.<br><br>Tax Rates must be set it up in your Yardbook Settings, which can be accessed using the My Company area of the Sitemap. Go to Sitemap -> Company Profile -> Settings -> Set Up Sales Tax Rate. Click on the green ‘+Add’ button and fill out the two required fields, ‘Tax Rate Name’ (ie: SM County) and ‘Tax %’ (ie: 9%). You may add more than one tax rate so that you can appropriately assign to different Customers as needed. <br><br>Once this is done, you can click into each tax rate and assign to customers by clicking on the green ‘Add Customers To This Tax Rate’ button.<br><br>Note: These tax rates will only be applied to product/services if the ‘Charge Sales Tax?’ field in the product catalog item is set to ‘Yes’.

Click on the ‘Customers’ link on the left side navigation bar, then click on ‘ Or, Import from file ‘ (next to the green ‘+Add’ Button.

Navigate to your Customer’s Detail page (using either the Search box or by clicking on the ‘Customers’ link on the left side navigation bar) , and click on the blue ‘Edit’ button. The ‘Invoice Delivery Preference’ field is near the bottom of the page. Note: If you don’t see this field, you need to enabled the ‘Show more’ mode on the top right of the page.

Users can set up or change default payment terms for their Company by navigating to the My Company section of the Sitemap (Company Profile -> Settings) or simply by using the Welcome Menu (Settings). Once you’ve created these default payment terms, they will automatically be applied to all new Customers you create from that point. Any existing Customers will need to have their Payment Terms updated in their Details page. When you generate invoices for these Customers, the Payment Terms will automatically show up as well. Users can still modify the Payment terms on a Customer level as needed.

Some of our screens have a ‘Show More’ button. This feature allows users to choose if they would like to capture only the most critical information for each item, or capture more details. Your selection is remembered so you do not need to re-set it each time you visit a page.

The search text box on the top navigation bar in each page helps Users find Customers quickly by searching as you type. Start typing the Customer’s first name, last name, or part of their Billing or Property address and we will match the rest. Once you have selected the appropriate Customer, you will be taken to their Customer Detail page. <br><br>Another way to locate Customers is by clicking on the ‘Customers’ link on the left side navigation bar. This will take you to a list of Customers from which you can choose. Note: This Customer list will only show Customers by Billing Address, which is not always the same as the Property Address(es). <br><br> Here is a <a href='http://support.yardbook.com/200-basic-navigation-video/' target='_blank'>video tutorial</a> on basic navigation.

Each Customer Detail can have one or more Properties. Each of the Properties can be a different address. First, locate the Customer through the search text box, then click on the ‘+ Property’ button.

First, locate and select your Customer by using the search text box (top right of the screen). Once you are in the Customer’s Detail Page, there is a box labeled ‘Properties’. You can add photos to each of the properties by clicking on ‘+ Photos’.

The biggest difference is that a ‘Job’ can be invoiced while a ‘Task’ cannot. Generally, you create a ‘Task’ for activities which are more internal to your business, such as maintenance for your equipment or training Employees. Create a ‘Job’ when you are selling products or services.

A recurring job is a type of job which has a recurring schedule. Navigate to the Jobs section of Yardbook and click the ‘+Job’ button. Under the Schedule section, there is a box you can check that says ‘Make This Recurring’. Once you’ve checked this box, you can define flexible schedules based on days, weeks, months and even years. Once a recurring Job is defined, for each recurrence, we will put a Job activity on your calendar. Note: Future recurring events only show up one month in advance. <br><br> For more help, please watch this <a href='http://support.yardbook.com/500-job-overview-video/' target='_blank'>video tutorial</a>.

First, navigate to the Detail page of a Job. This can be done by clicking on the ‘Jobs’ link on the left side navigation bar. Depending on your selection, you will see Jobs scheduled for the current Day, Week or Month. <br><br>Clicking into any of these Jobs will put you at its Detail Page, where you will find pertinent information, as well as a ‘Create Invoice’ button. Once you click on this button, the system will create a brand new Invoice based on the information that exists on the Job Detail Page. <br><br> There are many ways to create invoices in Yardbook. Here is a <a href='http://support.yardbook.com/101-getting-started' target='_blank'>tutorial</a> to help you find the best one for your business.

Here is a <a href='http://support.yardbook.com/930-price-per-cut/' target='_blank'>video tutorial</a> on Price Per Cut. <br><br> You can set up a different price per cut for each of your Customers. Navigate to the Customers View by clicking on the ‘Customers’ link on the left side navigation bar and click into a Customer Detail There is a Properties list close to the top of the page. You can set up price per cut for each of the Properties here, simply by editing the ‘Price/Cut’ Box.<br><br>After this is done, each time you add a line item to an Estimate or an Invoice for that Customer, the per cut prices will show up in the Product Catalog. <br><br>In addition, if you are using the Jobs feature, simply select the Property for which you’ve defined the price per cut, and add the ‘Grass Cutting’ service while you’re creating the job. When the Job is later converted into an Invoice, the ‘Grass Cutting’ service will be automatically added with the corresponding cut price for that property. Note: You must choose the ‘Grass Cutting’ service as your line item.

A Product Catalog stores all the products and services you sell. Yardbook has set up a Default Product Catalog for its Users, so that you can easily access these items for use on new jobs and invoices. Users can add new products or services to their Product Catalog, by using the ‘Quick add’ menu on the top of the screen.<br><br>By default, there are no prices on these products and services unless Users add their own pricing. This can be done either on the Invoice level or by editing the Product Catalog so that the changes carry forward on all future invoices. <br><br>To access the Product Catalog, simply click on the ‘Catalog’ button on the left hand navigation bar. Each product or service has fields that can be edited into directly, or you can click on the ‘Edit’ button to go into further details. There is also an ‘+Add’ button if you want to add products or services.

Users can add an Attachment to nearly any Details page by using the Notes/Attachment feature at the bottom. This is true of Detail Pages for Jobs, Equipment, Chemical Application, Customers, Employees, Estimates, invoices, Catalog, Vendors, Properties.<br><br>Once you are in the Details page of a Job, Customer, Estimate, etc., simply scroll down to the Notes/Attachment box at the bottom of the page, and click on the ‘Add an Attachment Link’.

Navigate to the Sitemap, and click on Invoices -> View Recurring Invoice Templates. Start by clicking the green '+Recurring Invoice' button. From this page, you can add a new recurring invoice by defining a recurring template name and a recurring schedule (ex. on the 3rd day of every month). <br><br>The Invoice will be generated automatically on the scheduled date (based on your recurring schedule) and you will receive an email notification. <br><br>You can then review these new Invoices, modify them if/as needed (ie. add extra charges), and then send to your Customers manually or via email. <br><br> There are many ways to create invoices in Yardbook. Here is a <a href='http://support.yardbook.com/101-getting-started' target='_blank'>tutorial</a> to help you find the best one for your business.

Navigate to the Job View by clicking on the ‘Job’ button on the left hand navigation bar. All activities such as Jobs, Tasks or Visits can be found under the ‘Jobs’ View.<br><br>To set or change a priority for a Job, Task or Visit, you must change the color of the flag. The flag is located on the second line, which reads Activity: _____ Simply click on the flag to change the color.

Click into the Estimate you wish to create the Job from. Once you are in the Estimate, click on the ‘Actions’ menu and select ‘Create Job’. This will take you to the ‘Create Job’ page. Yardbook will default some of the values on this page for you. Please make sure everything looks good, adjust if/as necessary and click ‘Save’.

A Recurring Job Template can generate many one-time jobs. You can delete a specific occurrence of a recurring job by locating it on the calendar (‘Day View’ or the ‘Weekly View’.) Select the delete option in the drop-down menu next to the ‘Edit’ button. The Recurring Job you created will remain intact.

Some of our screens have a ‘Show More’ button. This feature allows users to choose if they would like to capture only the most critical information for each item, or capture more details. Your selection is remembered so you do not need to re-set it each time you visit a page.

The search text box on the top navigation bar in each page helps Users find Customers quickly by searching as you type. Start typing the Customer’s first name, last name, or part of their Billing or Property address and we will match the rest. Once you have selected the appropriate Customer, you will be taken to their Customer Detail page. <br><br>Another way to locate Customers is by clicking on the ‘Customers’ link on the left side navigation bar. This will take you to a list of Customers from which you can choose. Note: This Customer list will only show Customers by Billing Address, which is not always the same as the Property Address(es). <br><br> Here is a <a href='http://support.yardbook.com/200-basic-navigation-video/' target='_blank'>video tutorial</a> on basic navigation.

The biggest difference is that a ‘Job’ can be invoiced while a ‘Task’ cannot. Generally, you create a ‘Task’ for activities which are more internal to your business, such as maintenance for your equipment or training Employees. Create a ‘Job’ when you are selling products or services.

A recurring job is a type of job which has a recurring schedule. Navigate to the Jobs section of Yardbook and click the ‘+Job’ button. Under the Schedule section, there is a box you can check that says ‘Make This Recurring’. Once you’ve checked this box, you can define flexible schedules based on days, weeks, months and even years. Once a recurring Job is defined, for each recurrence, we will put a Job activity on your calendar. Note: Future recurring events only show up one month in advance. <br><br> For more help, please watch this <a href='http://support.yardbook.com/500-job-overview-video/' target='_blank'>video tutorial</a>.

First, navigate to the Detail page of a Job. This can be done by clicking on the ‘Jobs’ link on the left side navigation bar. Depending on your selection, you will see Jobs scheduled for the current Day, Week or Month. <br><br>Clicking into any of these Jobs will put you at its Detail Page, where you will find pertinent information, as well as a ‘Create Invoice’ button. Once you click on this button, the system will create a brand new Invoice based on the information that exists on the Job Detail Page. <br><br> There are many ways to create invoices in Yardbook. Here is a <a href='http://support.yardbook.com/101-getting-started' target='_blank'>tutorial</a> to help you find the best one for your business.

You can assign a Crew or an Employee to a Job or a Task. First navigate to the ‘Jobs’ View by clicking on the ‘Jobs’ button on the left side navigation bar.<br><br>If you are creating a new Job, Click on the green ‘+Job’ button and add all required information. Click on the ‘show more’ button on the top right corner of the page to enable the ‘Show More’ Mode. Scroll down to the ‘Assignment’ section. Note: Be sure you have created Employees (This can be done via the ‘My Company’ section of the Sitemap). <br><br>If you are assigning an Employee to an existing Job or Task, you must first locate the Job Detail then click the ‘Edit’ button. Once you are in the Job Detail, be sure the ‘Show More’ Mode is enabled and proceed as instructed above.

Yardbook can automatically generate Invoice(s) from Jobs. Each Job activity has a billable check-box. When this box is checked, the Job will be picked up by the Auto Generate Invoice Process. You can run ‘Auto Generate Invoice’ at the end of each month to generate Invoices for the previous month or pick a custom date range. <br><br>To initiate this, go to to the ‘My Customers’ section of the Sitemap -> Invoices -> Auto Generate Invoices. By default, Yardbook will look for jobs that are ‘Completed’, however, Users have the option to change this to include Active Jobs as well. Just mark the appropriate box. <br><br>This is just one simple way to generate many Invoices for all your Customers at once. There are many other ways to create invoices in Yardbook as well. <br><br> There are many ways to create invoices in Yardbook. Here is a <a href='http://support.yardbook.com/101-getting-started' target='_blank'>tutorial</a> to help you find the best one for your business.

Here is a <a href='http://support.yardbook.com/930-price-per-cut/' target='_blank'>video tutorial</a> on Price Per Cut. <br><br> You can set up a different price per cut for each of your Customers. Navigate to the Customers View by clicking on the ‘Customers’ link on the left side navigation bar and click into a Customer Detail There is a Properties list close to the top of the page. You can set up price per cut for each of the Properties here, simply by editing the ‘Price/Cut’ Box.<br><br>After this is done, each time you add a line item to an Estimate or an Invoice for that Customer, the per cut prices will show up in the Product Catalog. <br><br>In addition, if you are using the Jobs feature, simply select the Property for which you’ve defined the price per cut, and add the ‘Grass Cutting’ service while you’re creating the job. When the Job is later converted into an Invoice, the ‘Grass Cutting’ service will be automatically added with the corresponding cut price for that property. Note: You must choose the ‘Grass Cutting’ service as your line item.

A Product Catalog stores all the products and services you sell. Yardbook has set up a Default Product Catalog for its Users, so that you can easily access these items for use on new jobs and invoices. Users can add new products or services to their Product Catalog, by using the ‘Quick add’ menu on the top of the screen.<br><br>By default, there are no prices on these products and services unless Users add their own pricing. This can be done either on the Invoice level or by editing the Product Catalog so that the changes carry forward on all future invoices. <br><br>To access the Product Catalog, simply click on the ‘Catalog’ button on the left hand navigation bar. Each product or service has fields that can be edited into directly, or you can click on the ‘Edit’ button to go into further details. There is also an ‘+Add’ button if you want to add products or services.

Navigate to the Sitemap, and click on Invoices -> View Recurring Invoice Templates. Start by clicking the green '+Recurring Invoice' button. From this page, you can add a new recurring invoice by defining a recurring template name and a recurring schedule (ex. on the 3rd day of every month). <br><br>The Invoice will be generated automatically on the scheduled date (based on your recurring schedule) and you will receive an email notification. <br><br>You can then review these new Invoices, modify them if/as needed (ie. add extra charges), and then send to your Customers manually or via email. <br><br> There are many ways to create invoices in Yardbook. Here is a <a href='http://support.yardbook.com/101-getting-started' target='_blank'>tutorial</a> to help you find the best one for your business.

An Invoice can only be deleted if it has not been sent to the Customer. Once it's sent, the invoice status will change to 'Pending Payment' and the Invoice can no longer be deleted. <br><br>For invoices which have this 'Pending Payment' status, or those Invoices already marked as 'Paid', the delete function will add them into an inactive Invoices list, separate from your active invoices. Yardbook will notify you when you try to delete an Invoice with 'Pending Payment' or 'Paid' status. <br><br>To delete an Invoice that has not yet been sent to the Customer, simply navigate to the Invoice, and from the 'Actions' drop down menu, select 'Delete'.

Navigate to an Estimate, then click on the 'Edit Costs' link below your list of line items. <br><br>You may enter a unit cost for each line item. Or you can pre-define all your costs in the Product Catalog.

Navigate to the Estimates List page by clicking on the 'Estimates' button on the left hand navigation bar. To select the Estimate you want to generate an invoice from, simply click on the Estimate Number link. Then select the 'Generate Invoice' item in the 'Actions' drop down menu. <br><br> There are many ways to create invoices in Yardbook. Here is a <a href='http://support.yardbook.com/101-getting-started' target='_blank'>tutorial</a> to help you find the best one for your business.

You can hide the tax1 and tax2 columns from a printed or emailed Invoice. The same settings also apply to a printed or emailed Estimate. <br><br> Navigate to Sitemap -> Company Profiles -> Settings -> Update Invoice Settings. <br><br> You can set the 'Hide Tax1' and 'Hide Tax2' checkboxes in this page. Remember to click on 'Save' when you are done.

You can find the Aging Invoices report at the bottom of your Dashboard page. The Dashboard button is located on the left hand navigation bar.

Navigate to the My Company section of the Sitemap -> Company Profile -> Settings. Scroll down to the Estimate/Invoice Settings Section (or Click on the Update invoice settings link). At the bottom of this section, there is a link that says 'Select a background for your Invoice and Estimates' which will allow you to change your background as/if needed.

Navigate to the My Company section of the Sitemap -> Catalog -> View Catalog. Each Catalog Item has a field titled 'Charge Sales Tax?'. Simply set this field to 'No' for the appropriate Product/Service(s).

First, you need to ensure the Product/Service you've selected from the Catalog is set up to charge a sales tax. Navigate to the My Company section of the Sitemap -> Catalog -> View Catalog. Each Catalog Item has a field titled 'Charge Sales Tax?'. Simply set this field to 'Yes' for the appropriate Product/Service(s). <br><br>Note: Yardbook still needs to know what the local tax rate is for these items. Be sure that you have set up your Company's local tax rates (Sitemap -> Company Profile -> Settings -> Set Up Sales Tax Rate) and that the Customer has been assigned the appropriate rate. You can assign a Customer a tax rate by navigating to their Customer Details Page, clicking the blue 'Edit' button, and scrolling down to the 'Tax Rate' field. (Note: You must have enabled 'Show More' Mode). <br><br>If you have not created any local tax rates, you can also edit the default tax value for any given Product/Service. Simply go to the Product/Service and edit the 'Tax%' field if/as needed. Note: if the Customer has already been assigned a tax rate, it will override the default tax rate in the Catalog.

You can do this by changing your 'Invoice Style' setting. <br><br>Navigate to the My Company side of the Sitemap -> Company Profiles -> Settings -> Update Invoice Settings. Then select the 'Invoice Style' drop-down, and pick the 'Double Window Envelope with Payment Stub' option. <br><br>You can use a standard No. 9 double window envelope.

Click into the Estimate you wish to create the Job from. Once you are in the Estimate, click on the ‘Actions’ menu and select ‘Create Job’. This will take you to the ‘Create Job’ page. Yardbook will default some of the values on this page for you. Please make sure everything looks good, adjust if/as necessary and click ‘Save’.

Navigate to your Customer’s Detail page (using either the Search box or by clicking on the ‘Customers’ link on the left side navigation bar) , and click on the blue ‘Edit’ button. The ‘Invoice Delivery Preference’ field is near the bottom of the page. Note: If you don’t see this field, you need to enabled the ‘Show more’ mode on the top right of the page.

Users can set up or change default payment terms for their Company by navigating to the My Company section of the Sitemap (Company Profile -> Settings) or simply by using the Welcome Menu (Settings). Once you’ve created these default payment terms, they will automatically be applied to all new Customers you create from that point. Any existing Customers will need to have their Payment Terms updated in their Details page. When you generate invoices for these Customers, the Payment Terms will automatically show up as well. Users can still modify the Payment terms on a Customer level as needed.

The search text box on the top navigation bar in each page helps Users find Customers quickly by searching as you type. Start typing the Customer’s first name, last name, or part of their Billing or Property address and we will match the rest. Once you have selected the appropriate Customer, you will be taken to their Customer Detail page. <br><br>Another way to locate Customers is by clicking on the ‘Customers’ link on the left side navigation bar. This will take you to a list of Customers from which you can choose. Note: This Customer list will only show Customers by Billing Address, which is not always the same as the Property Address(es). <br><br> Here is a <a href='http://support.yardbook.com/200-basic-navigation-video/' target='_blank'>video tutorial</a> on basic navigation.

First, navigate to the Detail page of a Job. This can be done by clicking on the ‘Jobs’ link on the left side navigation bar. Depending on your selection, you will see Jobs scheduled for the current Day, Week or Month. <br><br>Clicking into any of these Jobs will put you at its Detail Page, where you will find pertinent information, as well as a ‘Create Invoice’ button. Once you click on this button, the system will create a brand new Invoice based on the information that exists on the Job Detail Page. <br><br> There are many ways to create invoices in Yardbook. Here is a <a href='http://support.yardbook.com/101-getting-started' target='_blank'>tutorial</a> to help you find the best one for your business.

Yardbook can automatically generate Invoice(s) from Jobs. Each Job activity has a billable check-box. When this box is checked, the Job will be picked up by the Auto Generate Invoice Process. You can run ‘Auto Generate Invoice’ at the end of each month to generate Invoices for the previous month or pick a custom date range. <br><br>To initiate this, go to to the ‘My Customers’ section of the Sitemap -> Invoices -> Auto Generate Invoices. By default, Yardbook will look for jobs that are ‘Completed’, however, Users have the option to change this to include Active Jobs as well. Just mark the appropriate box. <br><br>This is just one simple way to generate many Invoices for all your Customers at once. There are many other ways to create invoices in Yardbook as well. <br><br> There are many ways to create invoices in Yardbook. Here is a <a href='http://support.yardbook.com/101-getting-started' target='_blank'>tutorial</a> to help you find the best one for your business.

First, navigate into an Estimate or an Invoice. Scroll down to the Lot Measurement field and click on the 'Add' button. This will take you to to the New Measurement page. You will now need to: <br><br> <br>-Enter an address and click on the 'Go to this address' button. <br>- Use '+/-' to adjust your zoom. <br>- Click on the map multiple times to create an area. <br>- Area size will be automatically calculated as you add or remove markers. <br>- Click on 'Clear Map' to remove all the markers and start over. <br>- Save changes! <br><br>This feature can also be accessed through the Property Details Page. Once you navigate to a Property's Detail page, scroll to the 'Measurements' Section (middle of the page) and click on the green '+Add' button.

Here is a <a href='http://support.yardbook.com/930-price-per-cut/' target='_blank'>video tutorial</a> on Price Per Cut. <br><br> You can set up a different price per cut for each of your Customers. Navigate to the Customers View by clicking on the ‘Customers’ link on the left side navigation bar and click into a Customer Detail There is a Properties list close to the top of the page. You can set up price per cut for each of the Properties here, simply by editing the ‘Price/Cut’ Box.<br><br>After this is done, each time you add a line item to an Estimate or an Invoice for that Customer, the per cut prices will show up in the Product Catalog. <br><br>In addition, if you are using the Jobs feature, simply select the Property for which you’ve defined the price per cut, and add the ‘Grass Cutting’ service while you’re creating the job. When the Job is later converted into an Invoice, the ‘Grass Cutting’ service will be automatically added with the corresponding cut price for that property. Note: You must choose the ‘Grass Cutting’ service as your line item.

From the Invoice list or Invoice detail page, click on the blue 'Actions' drop down menu, then select 'Send to Customer'. Users will be presented with options to print or email the invoice. After selecting one of these options, the status of the invoice will change to 'Pending Payment'.

From the Invoice list page, click on the 'Print Multiple Invoices' link, then check the box(es) for which Invoices you would like to print.

A Product Catalog stores all the products and services you sell. Yardbook has set up a Default Product Catalog for its Users, so that you can easily access these items for use on new jobs and invoices. Users can add new products or services to their Product Catalog, by using the ‘Quick add’ menu on the top of the screen.<br><br>By default, there are no prices on these products and services unless Users add their own pricing. This can be done either on the Invoice level or by editing the Product Catalog so that the changes carry forward on all future invoices. <br><br>To access the Product Catalog, simply click on the ‘Catalog’ button on the left hand navigation bar. Each product or service has fields that can be edited into directly, or you can click on the ‘Edit’ button to go into further details. There is also an ‘+Add’ button if you want to add products or services.

It is often a good idea to set a default quantity if that value is fairly common. For example, if a certain type of service usually takes 8 hours of labor, then you can set the default quantity to '8', and the price unit to 'hour'.<br><br>Setting a default quantity can be done by editing the Product/Service in the Catalog. Navigate to the My Company Sitemap -> Catalog -> View Catalog. You will need to click on the blue 'Edit' button for each Product/Service you would like to add these default quantities. Once you are on the Edit Page, you must enable 'Show More' Mode to see the quantity field. You may do so by clicking the 'Show More' button to 'On'.

Users can set up default prices and taxes in the Product Catalog. Navigate to the My Company section of the Sitemap -> Catalog -> View Catalog. <br><br>From this page, you can edit the default tax value for any given Product/Service. Simply go to the Product/Service and edit the appropriate field ('Tax%' or 'Price$') as/if needed. Note: if the Customer has already been assigned a tax rate (through the My Company section of the Sitemap -> Company Profile -> Settings) it will override the default tax rate in the Catalog. <br><br>Alternatively, users can access the Catalog from the drop-down menu on the top right of the screen.

You can set a different service address and/or service date on each line item. Navigate to the invoice, click on the 'More Details' link right above the Subtotal section. This will enable the 'Service Date' and 'Property' fields which you can fill out as/if needed.

Navigate to the My Company section of the Sitemap -> Company Profile -> Settings, and click on the 'Update email templates' link. From here, you can edit your message as/if needed.

Navigate to the Invoices List page by clicking on the 'Invoices' button on the left side navigation bar. Locate the green '+Invoice Button' towards the top of the page. Directly to the right, there is a drop down Menu that allows you to choose which Invoices you see (New, Pending Payment, Paid or Inactive).

Before you can assign a tax rate to a specific customer, you must set it up in your Yardbook Settings, which can be accessed using the My Company area of the Sitemap. Go to Sitemap -> Company Profile -> Settings -> Set Up Sales Tax Rate. Click on the green ‘+Add’ button and fill out the two required fields, ‘Tax Rate Name’ (ie: SM County) and ‘Tax %’ (ie: 9%). You may add more than one tax rate so that you can appropriately assign to different Customers as needed. <br><br>Once you’ve added a Tax Rate to your Settings, you are ready to assign to a Customer. Navigate to your Customer’s detail page and click on the ‘Edit’ button. Go to the Tax Rate field at the bottom of the page. (Depending on your current setting, you may need to enable ‘Show more’ to see this field). The drop down menu will now show a tax rate that you can assign to the customer. <br><br>Note: These tax rates will only be applied to product/services if the ‘Charge Sales Tax?’ field in the product catalog item is set to ‘Yes’.

You can set up different sales tax rates for each of the service areas.<br><br>Tax Rates must be set it up in your Yardbook Settings, which can be accessed using the My Company area of the Sitemap. Go to Sitemap -> Company Profile -> Settings -> Set Up Sales Tax Rate. Click on the green ‘+Add’ button and fill out the two required fields, ‘Tax Rate Name’ (ie: SM County) and ‘Tax %’ (ie: 9%). You may add more than one tax rate so that you can appropriately assign to different Customers as needed. <br><br>Once this is done, you can click into each tax rate and assign to customers by clicking on the green ‘Add Customers To This Tax Rate’ button.<br><br>Note: These tax rates will only be applied to product/services if the ‘Charge Sales Tax?’ field in the product catalog item is set to ‘Yes’.

Navigate to the My Company section of the Sitemap -> Catalog -> View Catalog. Each Catalog Item has a field titled 'Charge Sales Tax?'. Simply set this field to 'No' for the appropriate Product/Service(s).

Some of our screens have a ‘Show More’ button. This feature allows users to choose if they would like to capture only the most critical information for each item, or capture more details. Your selection is remembered so you do not need to re-set it each time you visit a page.

A Product Catalog stores all the products and services you sell. Yardbook has set up a Default Product Catalog for its Users, so that you can easily access these items for use on new jobs and invoices. Users can add new products or services to their Product Catalog, by using the ‘Quick add’ menu on the top of the screen.<br><br>By default, there are no prices on these products and services unless Users add their own pricing. This can be done either on the Invoice level or by editing the Product Catalog so that the changes carry forward on all future invoices. <br><br>To access the Product Catalog, simply click on the ‘Catalog’ button on the left hand navigation bar. Each product or service has fields that can be edited into directly, or you can click on the ‘Edit’ button to go into further details. There is also an ‘+Add’ button if you want to add products or services.

It is often a good idea to set a default quantity if that value is fairly common. For example, if a certain type of service usually takes 8 hours of labor, then you can set the default quantity to '8', and the price unit to 'hour'.<br><br>Setting a default quantity can be done by editing the Product/Service in the Catalog. Navigate to the My Company Sitemap -> Catalog -> View Catalog. You will need to click on the blue 'Edit' button for each Product/Service you would like to add these default quantities. Once you are on the Edit Page, you must enable 'Show More' Mode to see the quantity field. You may do so by clicking the 'Show More' button to 'On'.

Users can set up default prices and taxes in the Product Catalog. Navigate to the My Company section of the Sitemap -> Catalog -> View Catalog. <br><br>From this page, you can edit the default tax value for any given Product/Service. Simply go to the Product/Service and edit the appropriate field ('Tax%' or 'Price$') as/if needed. Note: if the Customer has already been assigned a tax rate (through the My Company section of the Sitemap -> Company Profile -> Settings) it will override the default tax rate in the Catalog. <br><br>Alternatively, users can access the Catalog from the drop-down menu on the top right of the screen.

Navigate to the Equipment Screen by clicking on the 'Equipment' button on the left side navigation bar. Click on the 'Check out' button , then select an Employee or a Crew who is checking out the equipment. <br><br>If this is your first time using this feature, you will need to set up your Equipment List. Use the green '+Add' button to create your Equipment List. In addition, be sure you have added your Employees and/or Crews. Employees and Crews can be set up in the My Company section of the Sitemap.

Some of our screens have a ‘Show More’ button. This feature allows users to choose if they would like to capture only the most critical information for each item, or capture more details. Your selection is remembered so you do not need to re-set it each time you visit a page.

The application does not restrict the number of employees you can have.

Navigate to the My Company section of the Sitemap -> Crews -> Add. Alternatively, to add Employees, navigate to the Employees screen.

Navigate to the My Company section of the Sitemap -> Employees -> Add. Alternatively, to add Crew(s), navigate to the Crews screen.

You can assign a Crew or an Employee to a Job or a Task. First navigate to the ‘Jobs’ View by clicking on the ‘Jobs’ button on the left side navigation bar.<br><br>If you are creating a new Job, Click on the green ‘+Job’ button and add all required information. Click on the ‘show more’ button on the top right corner of the page to enable the ‘Show More’ Mode. Scroll down to the ‘Assignment’ section. Note: Be sure you have created Employees (This can be done via the ‘My Company’ section of the Sitemap). <br><br>If you are assigning an Employee to an existing Job or Task, you must first locate the Job Detail then click the ‘Edit’ button. Once you are in the Job Detail, be sure the ‘Show More’ Mode is enabled and proceed as instructed above.

Navigate to the Equipment Screen by clicking on the 'Equipment' button on the left side navigation bar. Click on the 'Check out' button , then select an Employee or a Crew who is checking out the equipment. <br><br>If this is your first time using this feature, you will need to set up your Equipment List. Use the green '+Add' button to create your Equipment List. In addition, be sure you have added your Employees and/or Crews. Employees and Crews can be set up in the My Company section of the Sitemap.

Navigate to the Equipment screen by clicking on the 'Equipment' button on the left side navigation bar. Locate the equipment for which you want to set up maintenance. Scroll down to the green 'Schedule Maintenance' button. Be sure to check the 'Make Recurring Box', then define your recurring schedule and save. <br><br>You can also use the green '+Add Task' button on the Jobs Page to schedule this, however it will not automatically link to a specific piece of equipment. You will need to indicate in the 'Description' field which Equipment is being maintained.

Yardbook has a 'Clone' feature which allows you to copy an existing chemical application. First navigate to the Chemical Application Page ('Chemicals' button on the left side navigation bar), locate the application you wish to clone, and then click on the green 'Clone' button. You can do this from the List View or when you click into the Details page for that particular application. The system will give you a chance to update the cloned record as/if necessary before saving.

When assigning an Applicator, you must choose from your current list of employees. All your Employees will automatically show up on your Applicator drop-down list. There is no function to add an Applicator who is not an Employee, therefore a new Applicator must be added as a new Employee. To do so, navigate to the My Company section of the Sitemap -> Employees -> Add, and create a new Employee. <br><br>In addition, you can set the License/Certification # for the employee in the employee's detail view.

You can set the Chemical License/Certification # for the Employee in the Employee set up screen. Navigate to the My Company section of the Sitemap -> Employees -> View All Employees. Then select the Employee for whom you need to set the license/certification number. Once you have selected the Employee, click the blue 'Edit' button and fill out fields as necessary.

You can set these values while in the Chemical Application Details Page. You can access this page by clicking on the Chemical button on the left hand navigation bar, which will bring you to a list of Chemical Application. If you are adding this information to an existing Chemical Application, you will need to locate that instance and click on the blue 'Edit' button. Otherwise, simply click the green '+Add' button' and proceed with filling out the fields. <br><br>Note: To ensure that you are seeing all available fields, you will need to click on the 'Show more' button on the top right corner of the page to enable the Show More Mode.

Yardbook Users have the ability to easily customize their left hand navigation bar. Simply navigate to the My Company section of the Sitemap -> Company Profiles -> Settings. Click on the 'Customize Menu Items' link and start adding/hiding items from your menu bar as preferred.

First, you need to make sure you have set up your vendors. You can do so by navigating to 'Sitemap->Set Up Vendors'.<br><br>Now you need to create a new Expense. Navigate to the Expenses Page by clicking on the 'Expense' button on the left hand navigation bar. Click on the green '+Add' button and you will be able to enter in the details for the expense. Since you have already set up your Vendors, Yardbook will automatically match the Vendor once you type their name into the 'Paid To' field. Once you have entered all the details, be sure to save your data.

Whether you are creating a New expense or editing an existing one, the Details page will have a Show More button on the top right of the screen. Once you click this, the Show More Mode will be enabled and additional fields, such as payment method and check number, will be available for your use. <br><br>To view Detail pages, use the 'Expenses' button in the left hand navigation bar to access the Expense page. From here you will be able to choose from a list of existing expenses to edit (blue 'Edit' button) or you can create a New Expense by clicking the green '+Add' button. In both cases, you will be taken to a Details page where the Show More Mode can be enabled.