Knowledge Base

5 ArticlesAccount Settings →

• Your Business Profile
• Invoice and Estimate Preferences
• Your Billing History
• Account Settings and Preferences
• Customer Login Widget

1 ArticlesAutomations →

6 ArticlesCalculators →

• Aeration Calculator
• Fertilizer Calculator
• Sod Calculator
• Charge by the Square Foot Calculator
• Mulch Calculator

1 ArticlesChemical Applications →

• Adding a New Chemical Application

1 ArticlesChemical Tracking →

• Adding a New Chemical

2 ArticlesCrews →

• Editing a Crew
• Adding a Crew

1 ArticlesCustom Fields →

• Adding and Using Custom Fields

2 ArticlesCustomer Login Widget →

• Set the Website Your Customers are Sent to When They click the Logout Button from the Client Area.
• Customer Login Widget

1 ArticlesCustomer Portal →

• Set the Website Your Customers are Sent to When They click the Logout Button from the Client Area.

3 ArticlesCustomers →

• Editing Customers
• Importing Customers
• Adding Customers

3 ArticlesEmployees →

• Creating a Login & Password for Employees (or anyone else you need to be able to login)
• Editing Employees
• Adding Employees

1 ArticlesEquipment →

• Adding Equipment

2 ArticlesEstimates →

• Invoice and Estimate Preferences
• Adding Your Logo to Invoices and Estimates

1 ArticlesExpenses →

• Expenses

5 ArticlesInvoices and Invoicing →

• Automatic Invoicing – Sending Invoices Automatically.
• Invoice and Estimate Preferences
• Adding Your Logo to Invoices and Estimates
• Ways to Send Invoices
• Creating an Invoice Manually

2 ArticlesItems and Services →

• Editing Items and Services
• Adding Items & Services

1 ArticlesLogin Privileges →

• Creating a Login & Password for Employees (or anyone else you need to be able to login)

1 ArticlesLogo →

• Adding Your Logo to Invoices and Estimates

2 ArticlesProperties →

• Editing Properties
• Adding Properties

7 ArticlesReports →

• Items and Services
• Accounts Aging
• Revenue by Crew
• Revenue by Customer
• Expenses

10 ArticlesScheduling / Calendar →

• Creating a Multi-Step Recurring Series of Visits to a Customer’s Property
• Creating a Recurring Series of Visits to a Customer’s Property
• Creating a One Time Visit to a Customer’s Property
• Creating / Scheduling Visits to Customer’s Properties.
• Pending Dispatch

1 ArticlesTaxes →

1 ArticlesTime Tracking →

• Time Tracking