Release Notes

Key Highlights

• +Complete business management platform for lawn care and landscaping companies
• +Full customer relationship management with property tracking
• +Advanced job scheduling with visual calendar and recurring services
• +Professional invoicing and estimate generation with online payment acceptance
• +Comprehensive turf program management with multi-round support
• +Chemical products catalog with EPA integration and safety data
• +Measurement tools and service pricing calculators
• +Data import/migration tools to move your customers over fast
• +Customizable dashboard and modern user interface
• +Role-based access control and team management

• +Customer Database: Complete customer profiles with contact information, property details, service history, and activity logs
• +Job Scheduling: Visual calendar interface with drag-and-drop scheduling, recurring jobs, weather-based rescheduling, and route optimization
• +Invoice & Estimate Generation: Professional PDF documents with automatic email sending, payment reminders, and conversion workflows
• +Payment Processing: Accept online payments via Stripe with credit cards, debit cards, and ACH transfers. Optional tip collection on payments
• +Services & Products: Manage your service and product offerings with templates, pricing, and automatic line item inheritance

• +Turf Program Management: Create multi-round treatment programs with seasonal timing, product selection, and automatic cost calculations
• +Chemical Products Catalog: Comprehensive product database with EPA number lookup, Safety Data Sheet integration, RUP flagging, and PPE requirements
• +Multi-Product Support: Select multiple core and premium products per treatment round with individual rate settings
• +Program Assignment Management: Dedicated interface for managing customer program assignments with flexible pricing options
• +Measurement Tools: Interactive property measurement with multiple field types (Property Size, Mowable Size, Treatment Size, Project Size)
• +Service & Program Calculators: Calculate pricing for services and complete cost estimates for full turf programs

• +Customizable Dashboard: Drag-and-drop widgets with individual stat cards for customers, jobs, revenue, and invoices
• +Modern UI/UX: Clean, professional interface with consistent styling, status indicators, and responsive design
• +Mobile Optimized: Full functionality on phones and tablets with mobile-friendly upload flows and navigation
• +Notification System: Real-time alerts for overdue invoices, upcoming jobs, expiring estimates, and follow-up reminders
• +Quick Actions Panel: Floating action button for quick access to create customers, estimates, jobs, and invoices
• +Workflow Shortcuts: One-click conversions between estimates, jobs, and invoices with automatic invoice creation on job completion

• +CSV Import System: Import customers, properties, jobs, invoices, and estimates from CSV files with smart data mapping
• +Import Templates: Download ready-to-use templates for data formatting with preview and duplicate detection
• +Platform Migration Help: Special guidance pages for migrating from Yardbook, Jobber, Markate, and LawnBuddy
• +Enterprise Migration Support: Direct support request system for large businesses requiring personalized migration assistance
• +Google Places Integration: Address autocomplete with automatic city, state, and ZIP code population
• +Data Export: Export data in CSV format for backup and reporting purposes

• +User Roles & Permissions: Granular permission system with custom roles for controlling view, create, edit, and delete access
• +Feature Gating: Package-based feature access control (Starter, Business, Business Pro) with admin override capabilities
• +Team Management: Invite team members, assign roles, and manage access across your organization
• +Activity Logging: Comprehensive audit trail for customer changes, payments, and system activities

• +Email Templates: Customizable templates for estimates, invoices, and job completion notifications
• +Automated Email Sending: Automatic invoice sending when created from completed jobs
• +Payment Reminders: Automated reminder emails for unpaid invoices to improve cash flow

• +Leads Management: Capture and manage potential customers with embeddable forms. Convert leads to customers with one click
• +Estimate Templates: Save common estimates as reusable templates for standardized pricing
• +Property & Job Photo Galleries: Capture onsite photos with mobile-friendly upload flows and before/after tagging
• +Bulk Operations: Bulk actions for property assignments, service pricing updates, and status changes
• +Smart Notifications: Context-aware alerts and reminders throughout the application
• +Brand Customization: Customize link colors and branding to match your business

• +Fast Performance: Progressive loading with smart caching for significantly faster page loads
• +Stability Improvements: Enhanced error handling, data validation, and system reliability
• +Automatic Updates: Background data refresh with real-time updates across the application
• +Safe Data Operations: Automatic safeguards prevent data loss during imports and updates