[Pro] How-to: Understand the App

Intro

In this guide, you'll learn how to efficiently manage job schedules and provide excellent Customer Service using the Pro App's features. Discover how to view job details, receive offers, handle scheduled jobs, and communicate seamlessly with Customers. Using these features will contribute to the success and growth of your lawn care business.

Before You Begin

• Your Pro account must be completely set up and your Pro status should already be active.
• Make sure that your App is updated to the latest version.

Use Today's Job Feature

• Choose Today's Jobs from the Tasks menu.
• The Route List tab will show you: 
  • Jobs will be separated into 3 categories:
    • Scheduled Jobs
      • Jobs that are not completed from today and previous days.
    • Completed Jobs
      • Jobs that were scheduled for that day and Completed.
    • Changed Bookings
      • Jobs that were previously scheduled on that day and either rescheduled or skipped. 
  • The Customer's address.
  • The service that needs to be completed.
  • The date the service is to be completed.
  • Alerts for, if there are any new details.
  • An option to Notify Customer that you are on the way.
  • An option to reschedule the job.
• Under the Route List tab, select the green home icon  beside each Customer to view the following information:
  • Get directions - this option will open Google Maps.
  • Message Customer - this opens the MMC feature to message the Customer.
  • Recommend Service - this will let you add recommended services for your Customer.
• Choose the Map tab to see the map of your area.

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Notify the Customer 

• Go to Today's Jobs
• Find the Customer you would like to notify.
• Select the Notify Customer button under that Customer's name.
• Choose the orange Yes, Notify Customer button at the bottom of the screen.

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Enable & Disable the New Job Offer Alerts

• Select the hamburger icon on the upper left-hand side of the Tasks dashboard to see the side menu.
• Then, go to Settings.
• Next, choose Notification Preferences.
• You can toggle the Receive new job offers switch ON if you want to receive job offers and turn it OFF if you don't like to receive any.

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Search for a Customer

• Select the hamburger icon on the upper left-hand side of the Tasks dashboard to see the side menu.
• Select Customer Search.
• You may enter one of the following to search for the Customer:
  • Customer's name
  • Customer's email,
  • Customer's address
• Choose the magnifying glass to search.
• Select which customer you are searching for to see the additional details.
  • You will often need to locate a customer in the app to be able to perform certain actions such as:
    • Viewing the Customer's subscription
    • Messaging the Customer
    • Getting directions to the property
    • Submitting a recommended service
    • Checking Customer reviews

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See Available Jobs

• Once there are available jobs, they will be visible on your app's Tasks dashboard. Simply go to Jobs Available to start browsing through them.
  
  • Job offers will be offered based on their proximity to your starting point, within a 15-mile radius.
  • In some cases, you might also receive job offers for services that are more than 15 miles away from your starting point. This could happen if there are fewer Pros available in that particular area at that time. 
• On the next page, you'll find a map displaying price bubbles, and the locations of available jobs along with their respective prices.
• You can scroll through the available jobs by choosing the right and left arrows.
• Choose a job card to proceed to the following page where you can view the property and service details.
  • Below are the job details that you will see when viewing available jobs.
    • Access Restrictions
    • Gate size
    • Last service date
    • Pets on property
    • Property size
    • What days of the week the job is being offered
    • Additional work requests
    • Proximity from your current customers
    • Payout amount
    • Frequency and property scope
    • If it is a corner lot or not
    • Customer notes
• If you are eligible for Auto Placement, you can have jobs automatically added to your schedule.

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