Yardbook - Complete Features List

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Information about Yardbook - Complete Features List
Software

Published on June 28, 2014

Author: yardbook

Source: slideshare.net

Description

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

Complete Features List Yardbook.com

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.

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 Customers Automatically Calculate Tax Based on these Tax Rates

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

Preview these features at: www.yardbook.com

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