Table of Contents
- Overview
- Step 1: Select a Program Template
- Step 2: Assign Properties to Program
- Step 3: Create the Program
- Generating Visits From a Program
- Managing Your Programs
- Adding a Multi-Step Template
Overview
Once you have a Multi-Step Program Template created, you can apply it to customers and properties. If you haven’t created a template yet, see that article first.
To access Multi-Step Programs, go to Schedule > Multi Step Programs.
Step 1: Select a Program Template
In the middle panel, select the template you want to use. Search by name or scroll through the list, then click the + button next to the template. It expands to show all of its steps, the days between each step, and the services included in each round.
You’ll also need to set a Start Date for the program in the left panel — this is the date the first step will be scheduled.
Step 2: Assign Properties to Program
Below the template selection, “Step 2: Assign Properties to Program” is where you choose which properties to enroll. You can filter by:
- Zip Code
- All Tags
Search for a customer by name and click the + button next to each property you want to add. Properties already enrolled in a program show an “In Program” badge.
Step 3: Create the Program
Once you’ve selected your template and assigned your properties, click the green “Create Program” button. LawnPro generates the program and adds all the visits to your schedule based on the template’s step intervals.
Generating Visits From a Program
Once you’ve saved a new program, you’ll see a blue “Generate” button. Click it to put the visits for that program onto your schedule.
Managing Your Programs
The “Programs List” on the right side of the screen shows all of your existing multi-step programs. Filter by:
- Active — programs currently in progress
- Paused — programs that have been paused
- Completed — programs that have been completed
- Cancelled — programs that have been cancelled
- All — show all programs regardless of status
For each program in the list you can:
- Click the pause icon to pause the program
- Click the pencil icon to edit the program
- Click the X button to cancel the program
Adding a Multi-Step Template
Click the green “Add a Multi-Step Template” button in the top right corner to create a new template. See Multi-Step Program Templates for step-by-step instructions.
