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  #51  
Old 04-02-2014, 10:56 AM
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Yardbook Yardbook is offline
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Join Date: Feb 2014
Location: San Mateo, CA
Posts: 88
Quote:
Originally Posted by kmzlawncare View Post
I got signed up and did my first estimate in less than an hour seems easy to use yard book did a nice job the only thing I couldn't get my e mail to show up on my bid I must be missing something. I need to get all my stuff switched over from my lawn pro.
Your email is probably fine, since that's set up when you signed up for the account. The customer record might be missing an email address. Just go to back to your Customers view and add an email address for the customer. Hope this helps!

Mark@yardbook.com
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  #52  
Old 04-03-2014, 12:23 AM
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OakNut OakNut is offline
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Join Date: Dec 2010
Location: Pittsburgh PA
Posts: 2,390
I may have missed it, but is there somewhere to set up mowing routes?

Something I could click to see what is scheduled for a certain day of the week?
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  #53  
Old 04-03-2014, 01:13 AM
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Yardbook Yardbook is offline
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Location: San Mateo, CA
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Quote:
Originally Posted by OakNut View Post
I may have missed it, but is there somewhere to set up mowing routes?

Something I could click to see what is scheduled for a certain day of the week?
Thanks for your question.

You can check your scheduled activities by day, week or month.
Here are the preview links to each view, if you donít have an account with us.

https://www.yardbook.com/activities?...ar_mode=by_day
https://www.yardbook.com/activities?...r_mode=by_week
https://www.yardbook.com/activities?..._mode=by_month

There are also print links in the daily and weekly views so that you can print out a detailed schedule from a PDF file.

As for setup/optimizing mowing routes, it is something we plan to add to Yardbook in the future.

Hope this helps!

Mark@yardbook.com
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  #54  
Old 04-03-2014, 01:14 AM
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SRT8 SRT8 is offline
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Join Date: Oct 2012
Location: CA
Posts: 918
Looks like a well developed software. I will be downloading it and will play with it a little. Good to see some people from my neck of the woods on here. I was in San Mateo today actually.
Cheers
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  #55  
Old 04-03-2014, 01:25 AM
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Yardbook Yardbook is offline
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Join Date: Feb 2014
Location: San Mateo, CA
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Quote:
Originally Posted by SRT8 View Post
Looks like a well developed software. I will be downloading it and will play with it a little. Good to see some people from my neck of the woods on here. I was in San Mateo today actually.
Cheers
Hey SRT8, I'm glad you like the software so far. Let us know if you have any questions/feedback about Yardbook. And it's very nice meeting someone from the Bay Area!
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  #56  
Old 04-03-2014, 01:40 AM
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SRT8 SRT8 is offline
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Join Date: Oct 2012
Location: CA
Posts: 918
Quote:
Originally Posted by Yardbook View Post
Hey SRT8, I'm glad you like the software so far. Let us know if you have any questions/feedback about Yardbook. And it's very nice meeting someone from the Bay Area!
Yea i'll let you know. I'll spread the word with some of my friends in the industry.

We have properties right off the Hillsdale exit.
Posted via Mobile Device
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  #57  
Old 04-03-2014, 04:34 PM
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OakNut OakNut is offline
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Join Date: Dec 2010
Location: Pittsburgh PA
Posts: 2,390
I noticed the "Equipment" section and have a question.

The example shown seems more or less to be a way to track where your equipment is at any given time and who is using it.

As I'm solo, that is of no use to me, but what WOULD be nice is to be able to list my equipment and include important info for each, such as:
- Part numbers for things like blades, filters, serial/model numbers (for use when calling in for parts availability)
- Maintenance schedule/history
- Date/location/price paid when purchased
- Misc notes on performance
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  #58  
Old 04-03-2014, 05:16 PM
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Yardbook Yardbook is offline
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Join Date: Feb 2014
Location: San Mateo, CA
Posts: 88
Quote:
Originally Posted by SRT8 View Post
Yea i'll let you know. I'll spread the word with some of my friends in the industry.

We have properties right off the Hillsdale exit.
Posted via Mobile Device
Thanks SRT8, that would be awesome!

We're actually very close to the hillsdale exit. Once you start using Yardbook, we can meet you in-person and show you some of the latest features we're working on.

Mark@yardbook.com
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  #59  
Old 04-03-2014, 05:24 PM
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Yardbook Yardbook is offline
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Join Date: Feb 2014
Location: San Mateo, CA
Posts: 88
Quote:
Originally Posted by OakNut View Post
I noticed the "Equipment" section and have a question.

The example shown seems more or less to be a way to track where your equipment is at any given time and who is using it.

As I'm solo, that is of no use to me, but what WOULD be nice is to be able to list my equipment and include important info for each, such as:
- Part numbers for things like blades, filters, serial/model numbers (for use when calling in for parts availability)
- Maintenance schedule/history
- Date/location/price paid when purchased
- Misc notes on performance
Hi OakNut,

Yardbook already support most of these fields you've listed here.

Once you are on the following page, just click into an equipment name link (blue).
https://www.yardbook.com/equipments

From there, you can schedule maintentance, add notes, add attachments, and update any details for the equipment.

Hope this helps,

Mark@yardbook.com
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  #60  
Old 04-03-2014, 05:33 PM
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OakNut OakNut is offline
LawnSite Silver Member
 
Join Date: Dec 2010
Location: Pittsburgh PA
Posts: 2,390
Quote:
Originally Posted by Yardbook View Post
Hi OakNut,

Yardbook already support most of these fields you've listed here.

Once you are on the following page, just click into an equipment name link (blue).
https://www.yardbook.com/equipments

From there, you can schedule maintentance, add notes, add attachments, and update any details for the equipment.

Hope this helps,

Mark@yardbook.com
Awesome. Thanks for the prompt reply.

That would certainly be helpful when something needs a part replaced unexpectedly while out in the field. No need to go looking for specs/model/serial numbers - just look them up in the "notes" with your phone and give the dealer a call.
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