Bring you lawn care questions to the livestream. I also plan to go over some new features for Yardbook which is the software I have been using since 2015. Here are some of the new features coming soon.
Apply Surcharge
Ability to add different types of surcharge to your invoices. Types of surcharges are completely customizable by the business. Charge by $ amount or by % of invoice total. (common use cases: fuel surcharge, late fees, etc…)
Print & Mail (Lob Integration)
The Print and Mail feature allows you to use Yardbook to easily print and send your selected invoices via USPS First Class Mail to your customer’s mailing address. Yardbook integrates with Lob.com to provide this mailing service.
Online Review Management
New workflows to help you gather and manage online reviews (ex. Google, Facebook, etc..). You can initiate review requests through Yardbook both manually or automatically.
Invoice Related Enhancements
Drag and drop invoice line items to reorder.
Ability to display properties on the Invoice List page.
Attach chemical records when auto invoicing.
Display the most recent payment on invoices.
Reprice your recurring invoices in a batch.
New Report for Available Credits
Generate a report to see which customers have available credits. Access this feature from the Payment Report Screen.
A Brand New Get Quote Experience
More customizable experience
Provide smart pricing estimates based on user input
Map-based measurements
Pricing matrix
Add your own questions to each service
Update your catalog any time using the self-service portal
Allow users to request multiple services at once
No change to your current workflow – when a new quote request comes in, you’ll get notified, and see the prospects and leads in Yardbook
Sample Get Quote Page
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