Multi-Step Programs

Required Role: OWNER, EMPLOYEE
Plan Required: PROFESSIONAL

Create comprehensive multi-step treatment programs, schedule applications throughout the season, and track program progress for your customers.

Overview

Multi-Step Programs allow you to create structured treatment plans with multiple scheduled applications. Perfect for seasonal programs, fertilization schedules, weed control programs, and other multi-visit services.

Getting Started

Before creating programs, ensure you have:

• Products set up in Chemical Catalog (see Chemical Catalog)
• Customers and properties created (see Customer Management)
• Understanding of treatment schedules you want to offer

Creating Programs

Step-by-Step: Create a New Program

1. Navigate to Multi-Step Programs in the sidebar

2. Click "New Program" or the plus icon

3. Enter program details:

• Program Name: Name of the program (e.g., "Spring Fertilization Program")
• Description: What the program includes
• Duration: How long the program runs (e.g., "Season", "12 months")
• Target Turf Type: Type of grass (if applicable)

4. Add program steps:

• Click "Add Step"
• Step Name: Name of this step (e.g., "Pre-Emergent Application")
• Product: Select product from catalog
• Application Rate: Rate to apply
• Timing: When to apply (e.g., "Early Spring", "Every 6 weeks")
• Notes: Special instructions
• Repeat for each step

5. Set pricing:

• Total Program Price: Price for entire program
• Per Application Price: Price per application (optional)

6. Click "Save Program"

Program Information

• Program Name: Descriptive name
• Description: What's included in the program
• Duration: How long program runs
• Target Turf: Grass types this program is for
• Steps: Individual applications in the program
• Pricing: Program pricing structure

Program Steps

Each program consists of multiple steps (applications).

Adding Steps

1. When creating or editing program

2. Click "Add Step"

3. Configure step:

• Step Name: Name of application step
• Step Number: Order in program (1, 2, 3, etc.)
• Product: Product to use (from catalog)
• Application Rate: How much to apply
• Timing: When to apply
• Notes: Instructions for this step

4. Add multiple steps

5. Reorder steps as needed

Step Timing

Configure when each step occurs:

• Specific Date: Exact date to apply
• Relative Timing: "Week 1", "Every 4 weeks", etc.
• Seasonal: "Early Spring", "Late Fall", etc.
• Trigger-Based: After previous step completion

Assigning Programs to Customers

Assign programs to customer properties.

Step-by-Step: Assign Program

1. Open the program detail page

2. Click "Assign to Property" or go to customer property

3. Select customer and property

4. Set start date for program

5. Configure schedule:

• Program steps are scheduled based on start date
• Adjust individual step dates if needed

6. Click "Assign Program"

Program Assignments

Once assigned:

• Program steps are scheduled as jobs
• Each step becomes a scheduled application
• Track completion of each step
• View program progress

Tracking Program Progress

Monitor program completion and status.

Viewing Program Status

1. Open program assignment

2. View "Progress" section

3. See status of each step:

• Scheduled: Step is scheduled
• Completed: Step has been completed
• Pending: Step is upcoming
• Overdue: Step is past due

Completing Program Steps

1. When completing a job for a program step

2. Mark job as completed

3. Program step is automatically marked complete

4. Next step is scheduled (if applicable)

5. Progress updates automatically

Program Scheduling

Programs automatically schedule application jobs.

Automatic Scheduling

• Steps are scheduled based on program timing
• Jobs are created for each step
• Jobs are linked to the program
• Schedule adjusts based on start date

Manual Scheduling

1. Open program assignment

2. Click on step

3. Adjust scheduled date

4. Save changes

5. Job date updates

Common Tasks

Editing Programs

1. Open program detail page

2. Click "Edit" button

3. Update program details or steps

4. Click "Save"

5. Note: Changes may affect future assignments

Duplicating Programs

1. Open program detail page

2. Click "Duplicate" or menu option

3. New program created with same steps

4. Edit as needed

5. Save

Viewing Program Assignments

1. Open program detail page

2. Navigate to "Assignments" tab

3. See all properties with this program

4. View status of each assignment

Ending Program Early

1. Open program assignment

2. Click "End Program" or "Cancel"

3. Confirm cancellation

4. Remaining steps are cancelled

5. Completed steps remain in history

Troubleshooting

Program steps not scheduling

• Check start date: Ensure program start date is set
• Verify timing: Review step timing configuration
• Check assignments: Ensure program is assigned to property
• Review schedule: Check if dates are in the past

Can't assign program

• Check customer: Ensure customer and property exist
• Verify permissions: Only OWNER and EMPLOYEE can assign
• Check program: Ensure program is saved and active
• Review dates: Check if dates are valid

Steps not completing

• Check jobs: Ensure related jobs are marked complete
• Verify links: Check that jobs are linked to program steps
• Review status: Check step status manually
• Refresh page: Try refreshing to update status

Program progress not updating

• Refresh page: Status may need page refresh
• Check jobs: Verify jobs are being completed
• Review links: Ensure jobs are properly linked
• Wait a moment: Updates may take a moment to process

Can't edit program

• Check assignments: Programs with active assignments may have restrictions
• Verify permissions: Only OWNER and EMPLOYEE can edit
• Create new: Consider duplicating and creating new version

Related Articles

• Chemical Catalog - Products used in programs
• Chemical Applications - Recording applications
• Job Scheduling - Jobs created from programs
• Customer Management - Assigning programs to properties

Best Practices

1. Plan ahead: Design programs before the season starts
2. Be specific: Clearly define each step and timing
3. Use products: Link to products from catalog for consistency
4. Document timing: Clearly specify when each step occurs
5. Set pricing: Establish clear program pricing
6. Track progress: Regularly review program completion
7. Adjust as needed: Modify programs based on results
8. Communicate: Keep customers informed of program schedule
9. Review results: Evaluate program effectiveness
10. Update annually: Review and update programs each season