How to Use YardBook

Managing Customers, Bills, and Money

📝 Starting with a New Customer

YardBook is where we keep all our customer info. Before we start any work, every customer must sign our simple agreement online.

01. The Rules: This says exactly what we will do (like mowing every week), how much it costs, and our simple rules.
02. Signing Online: We send the agreement to the customer's email. They can sign it on their phone or computer.
03. Automatic Renewal: The agreement keeps going each year unless the customer tells us they want to stop (please give us 30 days notice).

🧾 Sending Bills

We send bills automatically to make sure we get paid for our hard work.

01. Billing After the Job: YardBook sends a bill as soon as you finish the job and mark it "Complete" on your phone.
02. Monthly Bills: For regular customers, we can send one big bill on the 1st of the month for all the work we did.
03. Fees for Being Late: YardBook adds a 5% fee if a customer doesn't pay their bill within 14 days.

💳 Getting Paid

We make it very easy for our customers to pay us.

01. Credit & Debit Cards: This is the main way we get paid. It's safe and fast.
02. Saving a Card: We ask regular customers to save their card so they can pay with just one click.
03. Paying from a Bank Account: For big jobs, customers can pay straight from their bank to save us money on fees.