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. 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 to the right of the program if you would like to create a similar program.
Give your program a name.
Choose how you bill for this program (One-Time, At 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 menu.
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” in which the services will be assigned and will help you with scheduling.
Don’t worry … you can come back and edit these at any time if your program changes.
Finally, you can choose which properties (either single or multiple) to assign to your new program.
Click the Submit button at the bottom right of the screen to save.
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.
Note: If you delete a program using the trash icon to the right of the program name, it will be moved to your "Archived Programs". You can access these and re-activate them at any time by clicking Archived Programs on the main navigation menu on the left side of your screen. Then, click the icon on the far right to activate the program. See example below:
Duplicating a Program
Duplicating an existing program allows you to quickly replicate service parameters, property assignments, and pricing overrides without having to build a program from scratch. This is especially useful when creating similar seasonal offerings or cloned packages for specific customer groups.
How to Duplicate a Program
- Navigate to the Programs screen in your system dashboard.
- Locate the program you want to copy in the program list.
- On the right side of the screen, click the Plus icon (+) corresponding to that program to create a duplicate.
Key Considerations After Duplicating
Before saving your new program, review and update the following settings:
- Rename the Program: The system automatically names the duplicated program after the original with "- Copy" appended to the end (e.g., 7-Round Lawn Care - Copy). Be sure to rename it to reflect the new program name.
- Review & Adjust Price Overrides: The duplicate will inherit all price overrides from the original program. You can modify existing price overrides or add/remove properties from the list. Make all price override adjustments before saving.
- Update Payment Methods & Assigned Properties: Ensure you review and change the program pricing or specific properties assigned to the duplicated program.
- Service List: The duplicate program will inherit all services from the original program, and you can add or remove any services from the list. Because services within an active program cannot be directly edited, copying an existing program and making the necessary adjustments is the best way to update its service list.
How To Renew Customers on a Program:
- For more information, see: Renewals & Bulk Estimates