PRODUCT FEATURES


Customer Management
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360° View View all data related to a customer in a single page (both historical and future).
Manage Contact Information
Manage Properties Add one or more properties to each customer.
Tag Customers Create your own tags and add them to your customers.
Track Customer Source
Filter Customers Define custom filters for your customers.
Search with auto-complete Start typing a customer name or address and we'll help you auto-complete the search.
Assign Tax Rates Define custom tax rates and assign them to customers.
Add Notes & Attachments Learn more
Export to CSV Export/backup customers and save to your computer.
Get Quote Button Add a Get Quote button to your own website or facebook page.
Surveys Get feedback from your customers.
Mailing Labels Print mailing labels.
Property Management
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Satellite-based Measurement Get lawn measurements based on satellite images.
Last Serviced Date View properties based on the Last Serviced Date.
Price Per Cut Set a different cut price for each Property.
Track Lawn Size and Mulch Quantity
Track Property Management
Photos Upload photo(s) for each property. (Ex. Before and after shots.)
Notes & Attachments Add notes or attachments to properties.
Jobs, Tasks and Visits
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One-time Jobs
Recurring Jobs
Calendar View activities on the Calendar by day, week or month.
Drag & Drop Drag & Drop calendar items to reschedule. Resize jobs to change start and end times.
Jobs List Print a job list for a single day.
Manage Job Status Manage jobs through different statuses. (Ex. Active, Completed, Cancelled, etc...)
Manage Job Priority Define a priority for each job. (optional)
Assignment Assign jobs to an employee or a crew.
Limited Access Give limited access to employees so they can view the job list and complete jobs from their mobile device.
Hide Other Employee's Jobs Read more
Push Out Jobs
Batch Reschedule Reschedule multiple jobs at once.
Advanced Filtering Filter the jobs list based on employees, crews, status and type.
Create Routes Drag and drop items on a route to configure the route sequence.
Optimize Routes Yardbook can help you optimize your route based on the shortest distance.
Products & Services Add products and services to jobs, later these items can be billed through an invoice.
Direct Invoicing Generate invoices from a single Job.
Batch Invoicing Generate invoices from many different jobs all at once.
Embedded Map Links
Equipment Maintenance Set up recurring maintenance tasks.
Notes & Attachments Add notes or attachments to properties.
Estimates
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Landscaping Calculators 5 New Calculators
Email or Print
Company Logo Add your own logo to estimates.
Select Background Pick a background for all estimates and invoices.
Resize your Logo Adjust the size using a percentage setting
Estimate Costs Enter your cost assumptions and estimate your profit amount.
Generate Invoices Create invoices directly from estimates.
Jobs Create a job based on an estimate.
Catalog Add products and services from the catalog to estimates.
Lawn Measurements Associate lawn measurements to an estimate.
Chemical Applications Associate chemical applications to an estimate.
Smart Cloning Create similar estimates and invoices
Add Notes & Attachments
Invoices
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Email or Print
Multiple Invoice Print multiple invoices all at once.
Batch Email Email multiple invoices in a batch.
Company Logo Add your own logo to invoices.
Select Background Pick a background for all estimates and invoices.
Resize your Logo Adjust the size using a percentage setting
Status Manage invoices through a set of simple status values (Ex. New, Pending Payment, Paid...).
Aging Invoices Find all aging/unpaid invoices in the Dashboard.
Manual Invoicing Create invoices manually.
Job-based Invoicing Generate invoice(s) based on one or more jobs.
Template-based Invoicing Set up recurring invoice templates. Yardbook will automatically generate invoices for you and notifiy you via email.
Record Payments Add payments to invoices.
Credit Card Payments(beta) Customers can pay online via credit card. Payment will be automatically created.
Credits Apply customer's available credit towards an invoice.
Discounts Apply a discount percentage to an invoice.
Payment Terms Set a payment term for each invoice (Ex. Net 15, Net 30, Due upon receipt...) The value is defaulted from the customer.
Catalog Add products and services from the catalog to invoice line items.
Multiple Properties & Service Dates Track multiple service dates and properties on a single invoice.
Customer Tax Rates Automatically apply customer tax rates for taxable items.
Double-windowed Envelopes Support Double-Windowed Envelopes #9.
Payment Stub Generate a return payment stub for your customers.
Lawn Measurements Associate lawn measurements to an invoice.
Chemical Applications Associate chemical applications to an invoice.
Smart Cloning Create similar estimates and invoices
Add Notes & Attachments
Export to CSV Export/backup invoices and save to your computer.
Payments
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Record Payments Against Invoices
Partial Payments Learn more.
Over Payments Automatically issue credit when the payment amount is larger than the invoiced total.
Record Multiple Payments Record multiple payments in a batch
Pre-payments Record a payment before an invoice has been generated.
Pay Now Button Add a Pay Now Button to your Website
Due Dates Automatically Calculate Payment Due Date
Capture Payment Details Specify Payment Methods and Categories
Self-service Payment Customers can view invoices and make payments online by using a credit card.
P&L Generate Profit and Loss Estimates based on Payment Data.
Export to CSV Export/backup payments and save to your computer.
Routing & Optimization
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Create Route Sheets Create routing sheets based on the jobs you already have in the system.
Drag and Drop Rearrange the route sequence with drag and drop.
Optimize Routes Let Yardbook find the shortest route for you.
Copy Last Week's Route Read more
Start and End Locations Set up your default start and end locations.
Email or Print
Add Jobs
Chemical Tracking
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Track Chemical Applications
Applicators Store Applicator Information (ex. License #)
Chemicals Capture Chemical Product Details
Print to PDF File
Specify Customer Notes and Instructions
Clone Applications Save time by cloning from an existing application.
Export to CSV Export/backup chemical applications and save to your computer.
Credit Card Payments
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Stripe Integration Set up to receive credit card payments through Stripe.
Payment Link An online payment link is embedded to invoice emails.
Self-service Customer can open the payment link and pay with their credit cards.
Card on File Store a credit card on file to charge future invoices.
Tipping Your customers can add a tip when they make a payment online.
eMail Notification You will receive an email whenever a payment is processed.
Employees & Crews
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Admin Access Provide employee full access to your account.
Employee Information Store employee information such as email, birthday, salary, etc...
Limited Access Give limited access to employees so they can view the job list and complete jobs from their mobile device.
Manage Crews
Job Assignment Assign employees and crews to jobs.
Add Notes & Attachments
Expense Management
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Track Expenses by Category
Track Vendor Information
Store Payment Method & Check #
File Attachment Add file attachment to expenses.
P&L Generate Profit and Loss Estimates based on Expense Data.
Add Notes & Attachments
Export to CSV Export/backup expenses and save to your computer.
Product & Service Catalog
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Setup Your Own Catalog Manage product and service items in your own catalog.
Pricing Setup prices and tax rates for the various items in the catalog.
Quantity and Units Capture default product quantity and unit of measure.
Use Catalog Items Add product/services directly into estimates and invoices.
Equipment Management
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Manage Check-in and Check-out Learn more.
Maintenance Set up recurring maintenance tasks.
Track Storage Locations
Store Purchase Price and Date
Store Details like Serial# and Model#
Access Control
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Admin Access Grant admin access to an employee.
Limited Access Grant limited access to an employee.
Modify Employee Access Level
Hide Other Employee's Jobs Read more
Remove Access
Time Clock
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Overview Tutorial
Manage Employee Clock-in and Clock-out Use a time clock or enter timesheets manually.
Crew Leader Access Manage timesheets for other users.
Approvals Approve/Reject Timesheets
Audit Trail of Timesheet Records More info
Export Data
Snow Removal
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Overview Tutorial
Property-based Pricing
Route Templates Create reusable route templates for snow routes.
Quick Dispatch Schedule/Dispatch many jobs at once.
Auto Generate Invoice Process
Reports
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Payment Report
Expense Report
Invoice Report
Sales Tax Report
Job Costing Report Calculate cost and profit based on jobs expenses.
Profit and Loss Estimates
Mileage Report Track mileage and view reports
Premium Features
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Bulk Text Message learn more
Bulk Email learn more
GPS Location Tracking learn more
Automatic Backup learn more
Automatic Invoice Reminders learn more
Multi-step Chemical Programs learn more
Click here for pricing details.