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Short guides for the 10things you'll do most in YardBill. Not finding what you need? Reply to any YardBill email and a human will get back to you.
From signup to your first quote in a customer's inbox.
The five things you'll do most weeks.
- Add a customer
The three ways to add a customer and what's required vs. optional.
- Create and send a quote
Customer, services, tax, send. Everything to write a quote in YardBill.
- Turn an approved quote into an invoice
One button, no re-typing. What carries over from the quote and what doesn't.
- Send an invoice and record payment
Email an invoice, offer card payment through Stripe, Square, or PayPal, and mark it paid when the money arrives.
- Set up recurring customers (regulars)
One tap a week builds this week's drafts. How to set up a customer you bill every week or month.
- Edit your services and prices
Make the seeded services match your prices, your region, and what you actually offer.
Got a link from your landscaper? Start here.
Plan, trial, prices, and your services.