PRODUCT FEATURES
Customer Management
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 | Read 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 | Read more |
Push Out Jobs | |
Batch Reschedule | Reschedule multiple jobs at once. |
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 |
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. |
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. |
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. |
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 | |
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. |
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 |
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 |