Programs are any service or services that will be assigned to a property. Essentially it is anything you sell to a customer. A program can be anything from a full spraying program consisting of multiple “services” or it could be a simple one-off service. Programs are designed to help you efficiently and effectively manage customers who have signed up for a multi-step spraying service. With this in mind it is important to understand that a service cannot be directly assigned to a property. It has to be added to a program (even if it is a single service).
The Programs screen lists all of your current programs and shows which services are included in the program at a glance
You can Edit, Duplicate or Delete a program by clicking on the corresponding icons on the right side of the screen
How to add a new program:
Click the “Add Program” button at the top left of your screen
Alternatively, you can duplicate an existing program by simply clicking the “Plus” icon on the right if you would like to create a similar program.
Here you can name your program
Then you can choose how you bill for this program (One-Time, At Each Service Completion, or Manual Billing which allows you to bill your clients when and how you choose). Please note if you offer multiple ways for your customers to pay you, you will need to duplicate the program and create a separate program with the alternate billing method for those options.
Next you’ll choose Services from the “Service List” dropdown.
Make sure you add your services in the order in which they are applied in your program. As you choose each service, you will see them populate below the dropdown. This order is the “Priority” the services will be assigned and will help you with scheduling
Don’t worry … you can come back and edit these at another time if your program changes.
Finally you can choose which properties (either single or multiple) to assign your new program to
Click the “Submit” button at the bottom right of the screen to save your new program
How to edit a program:
Simply click the “Pencil” icon to the right of the program you want to edit.
Make any edits to the program
Click the “Submit” button to save your changes.