PropertyWorks user guide

How a job flows

1. A request comes in. From your website or a phone call. See Leads and requests.
2. You build the price. Pick services from your catalog and PropertyWorks adds it up. See Estimates.
3. The customer signs online. They get an email, read the estimate and accept it. No account, no app.
4. You put it on the calendar. Set the date and assign your crew. See Scheduling and crew.
5. Repeat customers repeat themselves. Set the visits up once. See Recurring service.

Select any picture in this guide to open it full size.

Topics

• Getting startedSign up, sign in, and set your deposit, terms, logo and reply-to address.
• The menuWhat each screen is for, and what changes for tree care and cleaning.
• Leads and requestsCatch website requests and phone calls in one place.
• EstimatesBuild a price, send it, and get it signed online.
• Scheduling and crewPut jobs on the calendar, assign your crew, and keep jobs moving.
• Recurring serviceSet up repeat visits, then move, skip, pause or end them.
• Service CatalogSet your prices and your minimum charge.
• Your settingsKinds of work, terms, branding, email and your subscription.
• Tree careDump sites, haul-away, site conditions, climbing and equipment.
• CleaningProducts & Supplies, product lines and pricing by condition.
• FAQ and helpCommon questions, what is not here yet, and how to reach us.

New here? Do these four things first

1. Finish your setup: deposit, terms, time zone, logo and reply-to address.
2. Set your prices in the Service Catalog.
3. Add your crew.
4. Send yourself a test estimate and sign it, so you see what your customers see.