Platform Tutorials

WEB INSTRUCTIONS

1. Log in to your Lawn Buddy account on the web, click “Jobs” located at the left of your dashboard. Then select “List View.” 
   1. You have the option of viewing jobs in a List View, Map View, or Calendar View. If you have crews, you can also view jobs by Crew Assignment.
2. Click the + icon located next to “Jobs” at the top of the screen to add a new job.
3. After clicking the + icon, you should be directed to the “Create a New Job” Page. Here you can enter details such as:
   1. Job Details
      1. Customer Name
      2. Address of Job (If the customer has multiple)
      3. Job Description/Job Type
      4. Price of Job
      5. Desired Job duration (Pro/Exclusive plans only)
   2. Date of Service
      1. Frequency: One-time or Recurring
      2. Start/End Dates
   3. Internal Notes
   4. Crew Assignments (Pro/Exclusive plans only)
      1. Crew Name
      2. Arrival Time
4. When you’ve filled out the required information, click save – and you’re done!

Once submitted, you’ll be able to see your newly added job in your list view. Within your list view, you can also see jobs by category. These include open jobs, completed jobs, and canceled jobs.

APP INSTRUCTIONS

1. Log in to your Lawn Buddy app and click “Jobs” located at the bottom of your screen.
   1. You have the option of viewing jobs in a List View, Map View, or Calendar View. If you have crews, you can also view jobs by Crew Assignment.
2. Click the + icon located at the top right of the “Available Jobs” screen.
3. After clicking the + icon, you will be directed to the “Select a Customer” screen. Here, you can select the customer for whom you’d like to create a job.
4. You should be directed to the “New Job” screen. Here you can enter details such as:
   1. Job Details
      1. Customer Name
      2. Address of Job (If the customer has multiple)
      3. Job Description/Job Type
      4. Price of Job
      5. Desired Job duration (Pro/Exclusive plans only)
   2. Date of Service
      1. Frequency: One-time or Recurring
      2. Start/End Dates
   3. Internal Notes
   4. Crew Assignments (Pro/Exclusive plans only)
      1. Crew Name
      2. Arrival Time
5. When you’ve filled out the required information, click save – and you’re done!

Once submitted, you will be able to see your newly added job in your list view

WEB INSTRUCTIONS:

1. Log in to your Lawn Buddy account on the web, and click “Estimates” located at the left of your dashboard.
2. This will take you to the Estimates page, where you can view all estimates, and their progress.
3. To create a new estimate, click the + icon located next to “Estimates” at the top of the screen.
4. You will see a pop-up, prompting you to create a new customer, or select an existing customer.
   1. If you haven’t yet, visit our blog: “How to add a new customer” to create a new customer here.
5. For this example, choose “Select an existing Customer” to get started.
6. After choosing your customer, and the address you would like to include on the estimate, create “Create Estimate”
7. This will take you to the Estimates page, where you have a full range of options to create your estimate.
8. Here, you can add details such as:
   1. Estimate Name
   2. Materials Used (Qty, Unit Price, Tax, etc)
   3. Date of Service
   4. Location of Service
   5. Internal Notes
   6. Customer Notes
   7. Payment Options:
      1. Pass service fee to customer
      2. Allow Prepay
   8. Photos
9. Within the estimate, you can even use our Project Estimation tool to accurately estimate project size for different types of projects, from fencing, mulching, sodding, and more!
   1. For more detail, visit our blog on “Project Estimation”
10. When you’ve filled out the required information, you have the option “save” or “send” your estimate.

Now you’ve completed all of the necessary steps to create an estimate! From the “Estimate” page, you can track estimated progress from accepted, to pending, to declined.

APP INSTRUCTIONS:

1. Log in to the Lawn Buddy app. Select “Estimates” at the bottom of the main page.
2. This will take you to the Estimates page, where you can view all estimates, and their progress.
3. To create a new estimate, click the + icon located next to “Estimates” at the top of the screen.
4. You will then be prompted to select the customer for which you’d like to create an estimate.
   1. If you haven’t yet, visit our blog: “How to add a new customer” to create a new customer here.
5. After choosing your customer, you will be taken to the Estimates page, where you have a full range of options to create your estimate.
6. Here, you can add details such as:
   1. Estimate Name
   2. Materials Used (Qty, Unit Price, Tax, etc)
   3. Date of Service
   4. Location of Service
   5. Internal Notes
   6. Customer Notes
   7. Payment Options:
      1. Pass service fee to customer
      2. Allow Prepay
   8. Photos
7. When you’ve filled out the required information, you have the option to “preview,” “save,” or “send” the estimate.

Now you’ve completed all of the necessary steps to create an estimate! From the “Estimate” page, you can track Estimate progress from accepted or declined to pending.

WEB INSTRUCTIONS:

1. Log in to your Lawn Buddy account on web, click on the gears icon at the top right side of the page, and click ‘Direct Deposit Info’
2. Click the ‘Get Started’ button.
3. Select the payment processor you would like to use: Stripe or EVO. The Stripe application only takes 3 minutes and you will know if you got approved within 10 minutes. EVO requires you to call your account manager to help with the application and can take up to 20 minutes to complete. If approved through EVO you may qualify for 1 year free of Lawn Buddy.
4. If you selected Stripe, you will be taken to the Stripe website to enter your banking information.
5. Wait 10 minutes to find out if you have been approved.

Once approved, you will start receiving funds into your account within 1-3 business days of your customers paying you.

APP INSTRUCTIONS:

1. Log in to the Lawn Buddy app and click the 3-line icon at the top left of the screen
2. Click ‘My Account’ then click ‘My Direct Deposit Info’
3. Select the payment processor you would like to use: Stripe or EVO. The Stripe application only takes 3 minutes and you will know if you got approved within 10 minutes. EVO requires you to call your account manager to help with the application and can take up to 20 minutes to complete. If approved through EVO you may qualify for 1 year free of Lawn Buddy.
4. If you selected Stripe, you will be taken to the Stripe website to enter your banking information.
5. Wait 10 minutes to find out if you have been approved.

WEB INSTRUCTIONS

Adding Crew Members

1. Log in to your Lawn Buddy account on the web, click “Crew List” located at the left of your dashboard.
2. This will take you to the page titled “Crew Management – Crew List.”
3. Click the + icon located next to “Employees” at the top of the screen to add a new crew member.
4. After clicking the + icon, you should be directed to the “New Employee” tab. Here you can enter details such as:
   1. Employee Name & ID
   2. Role
   3. Crew Assignment
   4. Personal information
   5. Option: Locational Tracking
   6. Employee Job Status/Type/Wages
5. When you’ve filled out the required information, click “save.”
6. After saving your customer, click “Send Invitation” next to their name. When the invitation is sent, your crews can accept the invite.
   1. This invite allows your Crews to access their “Crew App” and view upcoming job details.

Create Crews

1. You also have the option to create new crews. From your “Crew Management – Crew List” page, select “Crews” at the top right-hand corner.
2. Simply name your crew and choose a color, so you can quickly view which crew is assigned to which job from your job calendar or job list.

Now you’ve completed all of the necessary steps to invite crew members and assign crew members to crew groups! From here, you can then invite them to new or existing jobs.

APP INSTRUCTIONS

Adding Crew Members

1. Log in to the Lawn Buddy app. Select “More” underneath the 3 dots at the bottom right of the screen.
2. Select the “Employees” tab.
3. Select “Add a new employee.” Enter your employee’s Name, Email, and Phone number.
4. Click “save” when you are done and an invitation to your custom app will be sent automatically.

When your employee accepts this invitation – they will then have access to your Crew App and have the ability to view upcoming job details.

Create Crews

1. Log in to the Lawn Buddy app. Select “More” underneath the 3 dots at the bottom right of the screen.
2. Select the “Crews” tab.
3. Select “Add Crew” to create a new crew group.
4. You will then be directed to the “New Crew” page where you can enter the name and assign a color to your new crew group. 
5. Visit the “Employees” tab to assign specific members to your new crew group.

Now you’ve completed all of the necessary steps to invite crew members and assign crew members to crew groups! From here, you can then invite them to new or existing jobs.

1. After you’ve added a new crew member to your Lawn Buddy app, they are sent an email to join your Company’s crew app.
2. In this email, there are just 3 steps they need to complete from their mobile phone to join your Crew App:
   

• • Step 1:

1. 1. 1. Crews should use the custom link provided in the email to create their account.
      2. After clicking on this link, crews are sent to a new window, where they will “Accept Invite.”
      3. On this page, their email is automatically generated as their username. Crews simply need to create a password and hit “Submit” to complete their login details.
      4. After hitting “Submit” they can then leave this window.

• • Step 2:

1. 1. 1. Within the email, crews are then prompted to download the Lawn Buddy Provider App on their mobile device at the following link – http://onelink.to/lbprovider.

• • Step 3:

1. 1. 1. After downloading the Provider App, crew members can log into their Crew account using the password they created in Step 1

After your crews have completed the 3 steps provided in their invitation email – they are equipped with all the tools they need to receive jobs, view job schedules and details – and so much more!

Is a crew member having trouble joining their Crew App? Send them this instruction list, give us a call at (316) 247-2184, or schedule an appointment for a personalized walkthrough with you and/or your crews.