INVOICING customers MADE EASY with YARDBOOK! (how we do it)
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- เผยแพร่เมื่อ 12 ก.ย. 2024
- #lawncare #invoicing #yardbooks
No one likes doing office work. Sending invoices to customers can be a pain in the neck. Learning how to create an invoice. Making custom invoices for each customer. Learning how to organize payments. IT IS ALL NO FUN! But, it doesn't have to be difficult!
With todays technology and programs available, this whole process can be made simple and efficient! In this video I show you my invoicing process from START TO FINISH! That means from creating the invoice, sending it, and documenting our payments!
What kind of CRM do you guys use in your business? I'd love see what other options are out there!
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This was my first year using Yardbooks and i absolutely love it so far. However the only question i haven't figured out yet is, can it link up with Quickbooks? Keep up the great work brother!!
I don't use Quickbooks, but this is what I found. Maybe see if this works for ya? Thanks for your support! I appreciate it!
support.yardbook.com/quickbook-integration/connect-setup-instructions/
YESSIR!!!!! 🙌🏿🙌🏿🙌🏿🙌🏿 I learned a lot!!! Thank you for this!!
Hairston Property Management, LLC good deal! Thanks for the video idea! You da man!
Hey silly question but does this helps the customer to pay more faster because I am currently having that issue. I got 126 yards and usually have 15-20 that I always have to keep track making sure they pay because of habit of not paying me right away and can go couple weeks and have to remind them constantly and especially with bigger landscaping jobs is my current issue. On fourth year of business. I been doing it with pen and paper. I will be trying this out seeing if it helps. Thanks on the info
Charge card on file
How do you track your jobs while out cutting for the day? Just pen and paper and then do the computer work when you get done or is there a way on yard lol to simply hit a “I cut this grass today” and it add it to the customers page? Or do you just have to manually build an invoice each time? Thanks in advance!
You can create a re-occurring jobs (routes). pull up to a lawn, click start job, Then as you finish your cut, you click completed. Then you can auto generate invoices for the jobs completed that day.
How do you guys handle your invoicing? What CRM do you guys use? Drop a comment down below!
I have been using Yardbook for 3 years now and it works pretty good. Do you have all your regular customers set up with a price per cut? I under stand you wouldn't have done that for the example but hopefully everyone else is set up. Also, do you add more detail to the line items than what is suggested?
Caleb's Property Maintenance yep everyone else is set up with their price per cut. The line items that i use regularly I had “custom”named them versus what yardbook had. Any explanation of costs would be described in the notes section of the invoice! Hopefully this helps! 👊🏻
So-Low Cuts Landscaping Exactly how I do it! 👊🏻
How bout the 2.9 % credit card fees ? I’m about to start using yardbooks and online payments.. who’s paying for that ?
Hi thank you for that…. I was wondering Like on jobber I have to click "complete" on each visit or at least one visit for every single customer before it allows me to generate an invoice. Do you have to do the same in yard book? How do you Get that job or that customer ready to be invoiced? And/or can you just go and select all oh and select all of your clients with one clip that are reaccurring with same dollar amounts same job every month and just click on them all at 1 time and batch email invoice??
Is there a way to create a customized form template for estimates? I'm getting lost in how large this program is. HELPPPPPPPPPPPPPPPP! Please.
I run into a problem when someone pays in advance, I add the payment to the customer (not the invoice) and that creates a credit, when I apple the credit to an invoice it saves. The problem is, once I add the credit, if I delete a service from that invoice it will not remove the credit applied.
So far I have to delete the payment and the invoice to fix that
Yeah, I do not do pre-payment for that reason. I feel like it leads to more complications than anything. Charge card on file has been a life saver
@@D.Stephenson interesting. I need to change it, to many people want to meet me at the property and such. Too time consuming
If they pay in advance it will create a credit. And there will be an option to "use credit" on the payment drop-down.
Does the invoice number go back down to 0 when customer pay on dashboard?
Anyone know how to get customers on automatic payments ?
We have all of our lawn accounts as “charge card on file.” We simply sent out a letter explaining what we were doing, the new billing process, and that was it. No more “waiting on a check”
Can you edit the template at all?
Is this still how you are creating invoices? If so there is a fast method
I’m not sure what other softwares process is. But this is a quick and simple way to do invoicing. I can draw up and invoice in a minute
@@D.Stephenson If you are a mowing guy this method is going to be the quickest one. As long as you have jobs created with your reoccurring work set up through the calendar you can use the auto invoice feature which lets see you simultaneously create multiple invoices for whatever Date range you want. If you invoice at the end of the month yard books will create one invoice for each customer with the right amount of services and dates based on the jobs you have scheduled.
Will yardbook auto create invoices?
I believe there is an auto generate option!
Thays exactly what I want to know cuz I use Jobber right now and like everything about it cuz i set up every client under "reoccurring job" BUT only Ossie with Jobber is inhave to manually every week click COMPLETE in order to create the invoice and I have over hundred customers to be doing that every darn week for everyone, then post payments, etc etc.
I'm looking for a system that for my reoccurring lawn maintenance clients, I could just go on the first of the month, abd click then all and hit "Send June Invoice"🙄
Hey Dylan I know you mean well but honestly you talk way too fast slow down you’ll get more clarity
Please slow down when you are speaking. You say your intro so fast that I have no idea what you're saying. You say your company name the fastest too. That should be said the slowest as you as trying to promote your business. God Bless.