Getting Started

Required Role: All Roles
Plan Required: STARTER (Free)

Welcome to Turf Pro Logic! This comprehensive guide will walk you through setting up your account and completing your first essential tasks.

Overview

Turf Pro Logic is a complete business management solution for lawn care and landscaping companies. This guide covers the onboarding process from account creation through your first invoice.

Sign Up Process

Step 1: Create Your Account

1. Navigate to the signup page on the Turf Pro Logic website

2. Click "Get Started" or "Sign Up"

3. Choose your subscription plan:

• Starter Plan: Free, up to 100 customers, basic features
• Professional Plan: $59.99/month, unlimited customers, all features including chemical tracking, teams, and more

4. Complete your account registration with:

• Email address
• Password
• Business name
• Your name

Step 2: Complete Business Information

After signing up, you'll be guided through the onboarding process:

1. Business Details: Enter your company name, address, and contact information

2. Business Settings: Configure your primary business color, logo (optional), and preferences

3. Payment Setup (if on paid plan): Add your payment method for subscription billing

Step 3: Verify Your Email

Check your email inbox for a verification link and click it to activate your account.

Your First Steps

Once your account is set up, follow these steps to get started:

1. Add Your First Customer

Required Role: OWNER, EMPLOYEE

1. Click "Customers" in the sidebar navigation

2. Click the "New Customer" button (plus icon)

3. Fill in the customer information:

• Name: Customer's full name
• Email: Customer email address
• Phone: Contact phone number
• Address: Primary address (this will be used for the first property)
• Notes: Any special instructions or preferences

4. Click "Save Customer"

Related: Learn more in Customer Management

2. Create a Property

Required Role: OWNER, EMPLOYEE

Properties are locations where you provide services. Each customer can have multiple properties.

1. Open the customer you just created

2. Navigate to the "Properties" tab

3. Click "Add Property"

4. Enter property details:

• Address: Full property address
• Property Type: Residential, Commercial, Industrial, or Municipal
• Square Footage: Total area (optional but recommended)
• Grass Type: Type of turf (optional)
• Access Instructions: Gate codes, special notes

5. Click "Save Property"

Related: See Customer Management for more details on properties

3. Schedule Your First Job

Required Role: OWNER, EMPLOYEE, TEAM_LEADER

1. Click "Jobs" in the sidebar

2. Click "Schedule Job" (plus icon)

3. Select the customer and property you created

4. Choose service details:

• Service Type: Select from your services catalog or create a custom service
• Date: Scheduled date for the job
• Time: Start time (optional)
• Notes: Special instructions for the crew

5. Click "Create Job"

Related: Learn more in Job Scheduling

4. Create an Invoice

Required Role: OWNER, EMPLOYEE

After completing a job, create an invoice:

1. Click "Invoices" in the sidebar

2. Click "Create Invoice" (plus icon)

3. Select the customer and property

4. Add line items:

• Description: Service provided
• Quantity: Number of units
• Rate: Price per unit
• Amount: Automatically calculated

5. Set payment terms:

• Due Date: When payment is due
• Payment Terms: Net 15, Net 30, etc.

6. Click "Create Invoice"

7. Click "Send Invoice" to email it to the customer

Related: See Invoicing for detailed instructions

Onboarding Checklist

Use this checklist to ensure you've completed all essential setup:

• [ ] Account created and email verified
• [ ] Business information entered
• [ ] Business settings configured (logo, colors)
• [ ] First customer added
• [ ] First property created
• [ ] At least one service added to Services Catalog
• [ ] First job scheduled
• [ ] First invoice created and sent
• [ ] Payment method added (if on paid plan)

Common Tasks After Setup

Once you've completed the basics:

1. Set Up Services: Add your common services to the Services Catalog

   • Go to Services → New Service
   • Define pricing, categories, and descriptions
   • See Services Catalog for details

2. Configure Email Templates: Customize your invoice and estimate emails

   • Go to Settings → Email Templates
   • See Email Templates for guidance

3. Set Up Recurring Jobs: For regular customers

   • Create a job and enable "Recurring"
   • Choose frequency (weekly, bi-weekly, monthly)
   • See Job Scheduling for details

4. Invite Team Members (if on Professional plan):

   • Go to Settings → User Management
   • Invite employees and assign roles
   • See User Management & Roles for details

Troubleshooting

I can't access certain features

• Check your plan: Some features require Professional plan
• Check your role: Some features are only available to OWNER or EMPLOYEE roles
• Verify subscription: Ensure your subscription is active in Settings → Billing

I don't see the onboarding flow

• If you've already completed onboarding, you can access it via Settings → Account
• New users will see the onboarding flow automatically

I can't send invoices

• Verify your email settings in Settings → Business Settings
• Check that SMTP is configured (required for sending emails)
• See Business Settings for email configuration

Customer portal isn't working

• Ensure the customer has a valid email address
• Check that customer portal is enabled in Settings → Business Settings
• Verify the customer received the portal access email

Related Articles

• Customer Management - Detailed customer management guide
• Job Scheduling - Complete job scheduling instructions
• Invoicing - Invoice creation and payment tracking
• Services Catalog - Setting up your services
• Dashboard - Understanding your dashboard
• Account Settings - Personal account configuration
• Business Settings - Company-wide settings

Best Practices

1. Complete onboarding fully: Don't skip steps - each one builds on the previous
2. Add all services upfront: Set up your Services Catalog before creating many jobs
3. Use properties consistently: Always create properties for customer locations
4. Set up recurring jobs: For regular customers, use recurring jobs to save time
5. Configure email templates early: Customize templates before sending many invoices
6. Keep customer information updated: Regularly review and update customer details
7. Use tags: Tag customers for easy filtering and organization
8. Set payment terms: Configure default payment terms in business settings

Next Steps

Now that you've completed the basics:

• Explore the Dashboard to see your business overview
• Learn about Leads Management to capture new customers
• Set up Estimates for quoting new work
• Configure Email Templates for professional communication
• Review Reports to track your business performance