Complete Features List - Yardbook
Customer Management (CRM) Manage Contact Information Manage Properties Add Notes and Attachments Track Customer Source Single View of a Customer (All historical records) Property Management Get Lawn Measurements Based on Satellite Images Track Property Manager Info View Last Serviced Date Set up Price Per Cut Add Photos (Ex. before and after pics) Estimates Build Estimates for New and Existing Customers Print or Email Customer Estimates Track Costs for Each Line Item Generate Invoices from Estimates Generate Jobs from Estimates Job Management Set up and Track One-time / Recurring Jobs Print a List of Jobs for a Single Day Build Routing Sheets and Optimize Routes Create Invoices from Jobs Different Views of Calendar (Day, Week, Month) Reschedule Jobs and Track Job Status Assign Jobs to a Person or a Crew Billing & Invoices Create One-time Invoice or Recurring Invoice Upload Your Own Logo Email or Print Invoices Customize Invoice Background Collect Payments Online via Credit Card Processing Support Double-Windowed Envelopes #9 Track Multiple Service Dates and Properties Calculate Tax Based on Customer Tax Rates Equipment Manage Check-in and Check-out Set up Recurring Maintenance Tasks Track Storage Locations Store Purchase Price and Date Store Details like Serial# and Model# Expenses Track Expenses by Category Track Vendor Information Store Payment Method and Check # Supply Expense Data to the Profit and Loss Report Payments Record Payments Against Invoices Support Partial Payments Automatically Calculate Payment Due Date Specify Payment Methods and Categories Collect Credit Card Payments Online Chemical Tracking Track Chemical Applications Store Applicator Information (ex. License #) Capture Chemical Product Details Specify Customer Notes and Instructions Print to PDF File Credit Card Processing Allow Customers to Pay with Credit Cards Send Online Payment Links with Invoices Record Payments Automatically in Yardbook Set Invoice Status to “Paid” Get Notified When You Receive a New Payment Routing and Optimization Create One or More Routing Sheets Drag and Drop Activities Optimize and Find the Fastest Routes Share Routing Sheets via Email or Paper Product Catalog Set up Customized Product Catalog Define Prices and Tax Rates Capture Default Product Quantity and Units Apply Product/Services on Estimates and Invoices Enable Automatic Price Calculations Email Templates Define Your Own Email Templates for Invoices and Estimates Dynamically Generate Emails from the Templates Tax Rates Set up Different Tax Rates for Cities/Counties Assign Tax Rates to Different Reports Profit and Loss Report Sales Tax Report Invoice Report Payment Report Export / Backup Backup All Critical Data Export Data in CSV files and Save Locally Data Available for Export: Customer Invoices Payments & Expenses Chemical Tracking
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Complete Features List - Yardbook
- 2. About Yardbook is a cloud-based business application for landscapers. Our mission is to provide the best business management software available for landscaping/lawn care service businesses. We want our users to spend the least amount of time on daily operational tasks, stay organized, and build long-lasting relationships with their customers.
- 3. Customer Management (CRM) Manage Contact Information Manage Properties Add Notes and Attachments Track Customer Source Single View of a Customer (All historical records)
- 4. Property Management Get Lawn Measurements Based on Satellite Images Track Property Manager Info View Last Serviced Date Set up Price Per Cut Add Photos (Ex. before and after pics)
- 5. Estimates Build Estimates for New and Existing Customers Print or Email Customer Estimates Track Costs for Each Line Item Generate Invoices from Estimates Generate Jobs from Estimates
- 6. Job Management Set up and Track One-time / Recurring Jobs Print a List of Jobs for a Single Day Build Routing Sheets and Optimize Routes Create Invoices from Jobs Different Views of Calendar (Day, Week, Month) Reschedule Jobs and Track Job Status Assign Jobs to a Person or a Crew
- 7. Billing & Invoices Create One-time Invoice or Recurring Invoice Upload Your Own Logo Email or Print Invoices Customize Invoice Background Collect Payments Online via Credit Card Processing Support Double-Windowed Envelopes #9 Track Multiple Service Dates and Properties Calculate Tax Based on Customer Tax Rates
- 8. Equipment Manage Check-in and Check-out Set up Recurring Maintenance Tasks Track Storage Locations Store Purchase Price and Date Store Details like Serial# and Model#
- 9. Expenses Track Expenses by Category Track Vendor Information Store Payment Method and Check # Supply Expense Data to the Profit and Loss Report
- 10. Payments Record Payments Against Invoices Support Partial Payments Automatically Calculate Payment Due Date Specify Payment Methods and Categories Collect Credit Card Payments Online
- 11. Chemical Tracking Track Chemical Applications Store Applicator Information (ex. License #) Capture Chemical Product Details Specify Customer Notes and Instructions Print to PDF File
- 12. Credit Card Processing Allow Customers to Pay with Credit Cards Send Online Payment Links with Invoices Record Payments Automatically in Yardbook Set Invoice Status to “Paid” Get Notified When You Receive a New Payment
- 13. Routing and Optimization Create One or More Routing Sheets Drag and Drop Activities Optimize and Find the Fastest Routes Share Routing Sheets via Email or Paper
- 14. Product Catalog Set up Customized Product Catalog Define Prices and Tax Rates Capture Default Product Quantity and Units Apply Product/Services on Estimates and Invoices Enable Automatic Price Calculations
- 15. Email Templates Define Your Own Email Templates for Invoices and Estimates Dynamically Generate Emails from the Templates
- 16. Tax Rates Set up Different Tax Rates for Cities/Counties Assign Tax Rates to Different Customers Automatically Calculate Tax Based on these Tax Rates
- 17. Reports Profit and Loss Report Sales Tax Report Invoice Report Payment Report
- 18. Export / Backup Backup All Critical Data Export Data in CSV files and Save Locally Data Available for Export: ● Customer ● Invoices ● Payments & Expenses ● Chemical Tracking
- 19. Preview these features at: www.yardbook.com