Guides for running your lawn care business
Free step-by-step guides for running your lawn care business in TurfTechAdvisor — add customers, schedule jobs, plan routes, build treatment plans, send quotes, keep pesticide application records, run payroll, and get paid.
Guides
- How to add customers and properties — Build your book — import or add customers, verify addresses, and tag the services each property gets.
- How to schedule jobs on the calendar — Turn your plan into a day — drop jobs on the calendar, assign crews, and set recurring visits.
- How to plan and optimize routes — Build the day your way — keep the dispatcher’s order or optimize it, then review and hand the same saved route to the crew.
- How to keep pesticide application records — Log every chemical application the way inspectors expect — products, rates, GPS, applicator, and weather.
- How to invoice customers and get paid — Close the loop — auto-invoice completed work, take card payments online, and sync to QuickBooks.
- How to accept online payments (Stripe) — One-time setup — connect Stripe so every invoice you send gets an automatic Pay Now link.
- How to set up your team and crews — Set roles, assign the day, and preview the same dated route and live shift status a selected crew member sees.
- How to build a yearly treatment plan — Map the whole season once — build multi-round plans with automatic product, rate, and supply calculations.
- How to send quotes and estimates — Win the work — build professional estimates, share them online, and turn an acceptance into a scheduled job.
- How to track time and run payroll — Pay your crew right — track field hours, add bonuses and PTO, and generate paystubs with withholding.
- How to set up the customer portal — Give customers self-serve access — they sign in to view history, pay invoices, and accept quotes.
- How to set up a mowing schedule — Mowing-only? Set up recurring visits, push the season to the calendar, and route each day of the week.
- How to set up a yearly treatment plan — Doing chemical rounds? Build a multi-round yearly plan and route customers by round number.
- How to connect and use QuickBooks Online — Connect your books once, map the right accounts, and sync invoices and payments without duplicates.
- How to reconcile payments and QuickBooks — Compare customer payments with fees, refunds, and payouts, then resolve only the accounting records that need attention.
- How to use the AI Business Assistant — Ask business questions and review invoice drafts for owner approval. AI quote drafting is a separate Pro quote-editor feature.
- How to use Finance and the Billing Tracker — Find every billable visit in one place, review it, and move it through draft, sent, and paid.
- How to manage inventory and material planning — Know what is on hand, what each job costs, and what to reorder before the next round.
- How to use reports and profitability tools — Turn visits, revenue, labor, supplies, and overhead into decisions about the work you want more of.
- How to use marketing and lead tools — Capture new leads, follow up with the right customers, and keep every campaign tied to your account.