Shrub Fertilization

 

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ℹ️ The first step in this process is capturing the Number of Shrubs and Ornamentals on the property. This will dictate the pricing

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1. Click on Edit

2. Technicians will be prompted to enter this info when they are on-site with a client or you can enter it manually.

3. Click on Save

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ℹ️ The next step is creating the proposal

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4. Click on Proposal

5. Select Shrub Fertilization from the template list. This automatically pulls in the spring and fall service

6. This automatically pulls in the spring and fall service

7. Click on Save

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ℹ️ We are now going to accept for the client

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8. Click on Accept

9. Click on Contact…

10. Type their initials here

11. This will not charge them up front, just collect the card to charge upon completion of the service

12. Enter the payment info

13. Click on Accept

14. Click on Schedule from the accepted proposal. It's going to look like the Spring and Fall part are both being scheduled, but we use part distribution to have Spring show up on the first visit and fall on the second.

15. Schedule the appointment like you normally would

16. Click on Schedule

17. Click on the proposal link from the appointment to get back to the proposal

18. The system will automatically schedule the second visit fo you.

19. As we click into each visit, it will only show either Spring/Fall for the service. This happens automatically with "part distribution"

20. The first visit only contains the Spring service

21. Click on Friday, September 27 at 10:00a

22. And the second contains the Fall