Customer Management

Feature	More information
360° View	View all data related to a customer in a single page (both historical and future).
Timeline View	Organize customer information based on timeline.
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.
Home Page View	Create a public home page for your business.
Add FAQs	Add FAQs to your business profile page
Review Management	Workflow dedicated to collecting new reviews.
Improved Lead Tracking	Customize lead capture data elements.
Send Customer Forms	Send your forms to your customers.

Property Management

Feature	More information
Satellite-based Measurement	Get lawn measurements based on satellite images.
Measure Multiple Areas
Last Serviced Date	View properties based on the Last Serviced Date.
Price Per Cut	Set a different cut price for each Property. Learn more
Track Lawn Size and Mulch Quantity
Property Level Controls for Measurements	Learn more
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

Feature	More information
One-time Jobs
Recurring Jobs
Calendar	View activities on the Calendar by day, week or month.
Custom Forms	learn more
Drag & Drop	Drag & Drop calendar items to reschedule. Resize jobs to change start and end times.
Before & After Photos	Take before & after photos and share with your customers.
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.
Off-Season Calendar	Apply off-season periods to your recurring jobs.
Service-based Calendar Coloring	Configure your calendar cells to display different colors based on services.
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	Learn more
Push Out Jobs
Batch Reschedule	Reschedule multiple jobs at once.
Route-based Assignment	Mass-assign all the jobs on a route to a person/crew.
Shift Schedule	Reschedule/shift jobs by week.
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.
Map-based Dispatch	Dispatch routes directly from a map.
Improve Routing Across Multiple Days	Learn more
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.
Handwritten Notes & Drawings	Add handwriting to your photos
Service-based Job Instructions for Employees	Add job instructions based on the service
Attach Form(s) to Job Notifications	Send a copy of the forms to your clients
View Estimated Earnings	view estimated earnings right on your Job List Page.

Estimates

Feature	More information
Landscaping Calculators	5 New Calculators
Customer Approvals	Give your customers the ability to approve online.
Configurable/Optional Items	Include optional services or add-ons.
Signature Capturing	Capture signature via mobile device.
Manual Approvals
Email or Print
Auto Estimate Reminders	Send auto estimate reminders to your customers.
Company Logo	Add your own logo to estimates.
QR Code	Allow customers to open estimates using QR Code.
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.
Email Template Versions	Create new versions of your email templates.
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.
Invoice to Estimate	Ability to create a renewal letter/estimate from an existing invoice.
Deposits	Add a deposit to your estimates.
Add Notes & Attachments

Invoices

Feature	More information
Email or Print
Multiple Invoice	Print multiple invoices all at once.
Batch Email	Email multiple invoices in a batch.
Print and Mail	Print and send your invoices via USPS First Class Mail.
Company Logo	Add your own logo to invoices.
QR Code	Allow customers to open invoices using QR Code.
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.
Auto Invoice by Property	Auto create invoices by combining jobs based on property address.
Record Payments	Add payments to invoices.
Credit Card Payments	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
Multiple Product Selection	Speed up your invoice creation by adding multiple products at once.
Email Template Versions	Create new versions of your email templates.
Batch Reprice	Reprice your recurring invoices in a batch.
Add Notes & Attachments
Export to CSV	Export/backup invoices and save to your computer.
Timesheet-based Billing	Generate invoices based on timesheet records

Payments

Feature	More information
Record Payments Against Invoices
Partial Payments	Learn more.
Over Payments	Automatically issue credit when the payment amount is larger than the invoiced total.
Customize Tipping Amounts	Customize your tipping options by contacting your support team directly.
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.
Auto Payment Confirmation	Automatically send the customer a confirmation email when they make a payment online.
P&L	Generate Profit and Loss Estimates based on Payment Data.
Export to CSV	Export/backup payments and save to your computer.

Routing & Optimization

Feature	More information
Create Route Sheets	Create routing sheets based on the jobs you already have in the system.
Geocoding	Automatically geocode locations and job sites.
Drag and Drop	Rearrange the route sequence with drag and drop.
Optimize Routes	Let Yardbook find the shortest route for you.
Optimize Routes XL (beta)	Improved mapping API and support up to 100 stops for route optimization.
Copy Last Week's Route	Read more
Start and End Locations	Set up your default start and end locations.
Email or Print Routes
Add Jobs
Dispatch Jobs from a Map	Create a route and dispatch jobs from a map view.
Geocode Override	Admin override feature for geocodes.
Route-based Assignment	Mass-assign all the jobs on a route to a person/crew.

Chemical Tracking

Feature	More information
Track Chemical Applications	Learn more.
Auto Generate	Automatically generate chemical reports from jobs
Auto Weather	Automatically capture weather information based on your GPS location
Applicators	Store Applicator Information (ex. License #)
Chemicals	Capture Chemical Product Details
Auto Attach Chemical Records to Invoices	Learn more.
Print to PDF File
Email	Send one or more chemical reports to your customers
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.

Inventory Management

Feature	More information
Track Inventory	Learn more.
Job-based Automations
Track Chemical Inventory
Manual Inventory Tracking
Alerts & Notifications	Get notified when the inventory level is low.

Credit Card Payments

Feature	More information
Stripe Integration	Set up to receive credit card payments through Stripe, processing fees apply.
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.
Batch Email	Send batch emails to customers for card on file.
Tipping	Your customers can add a tip when they make a payment online.
Passing Processing Fees to Customers	Charge your processing fees to your customers when they make a payment online.
eMail Notification	You will receive an email whenever a payment is processed.
Support for Apple and Google Pay	Learn more.

Employees & Crews

Feature	More information
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
Configurable Email Notifications	Configure who will receive different types of notifications.
Create Stand-alone Forms	Learn more.

Expense Management

Feature	More information
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

Feature	More information
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.
Bulk Pricing Update	Update your existing pricing in a batch.
Property-based Pricing	learn more
Matrix Pricing	Price your services based on a pricing matrix.
Matrix Pricing (Extension Columns)	Create pricing matrices based on any of your Extension Column fields.

Equipment Management

Feature	More information
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

Feature	More information
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	Learn more
Remove Access
Advanced Access Control	Learn more.

Time Clock

Feature	More information
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
Embedded Time Clock	Access time clock directly in your job details page.
Analytics	Built-in data analytics for your timesheets.
Export Data
Timesheet-based Billing	Generate invoices based on timesheet records

Snow Removal

Feature	More information
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

Extension Columns (Custom Fields)

Feature	More information
Overview	Tutorial
Custom Fields	Add your own fields to your Yardbook account.
Single Page View	See all your extension columns on a single page.
Fast Search	Search records based on these extension fields.
Email Templates	Use extension field values in your emails.

Zapier Integration

Feature	More information
Integration with Zapier	Connect with 6,000+ apps to build and automate anything you can imagine.
Job Completion Trigger
New Lead Trigger
New Prospect Trigger
Estimate Approved Trigger
New Customer Trigger
Survey Received Trigger
Todo Items Trigger

Yardbook Selling Suite (YSS)

Feature	More information
Automate Upselling	Read more
Customized Product Catalog
Configurable Pricing
Library of Services
Email/Text Catalog Links

Reports

Feature	More information
Payment Report
Expense Report
Invoice Report
Sales Tax Report
Earnings Forecast Report
Job Costing Report	Calculate cost and profit based on jobs expenses.
Profit and Loss Estimates
Mileage Report	Track mileage and view reports.
Job Profitability Report	Learn more
Employee Revenue Report
Last Service Date Report	Learn more
Opportunity Report	Learn more
Customer Product/Service Report

Premium Features

Feature	More information
Bulk Text Message (Twilio Integration)	Learn more
Custom Templates for Text Messages	Learn more
Bulk Email	Learn more
Customized Get Quote Pages	Learn more
GPS Location Tracking	Learn more
Automatic Backup	Learn more
Automatic Invoice Reminders	Learn more
Multi-step Chemical Programs	Learn more
Mailchimp Integratrion	Learn more
Send Invoice via Text	Customer can open a link to the invoice directly from a text message.

Click here for pricing details.