• 101 – Getting Started
  • 300 – Customer Management (video)
  • 400 – Create an Estimate (video)
  • 500 – Job Overview (video)
  • 550 – Routing
  • 600 – Timesheets
  • 700 – Employee Pages
  • 750 – Access Control
  • 930 – Price Per Cut (video)
  • 950 – Snow Removal (Route Templates)
  • About Us – Templates
  • Add a Get Quote button to your website
  • Add attachment(s) to an invoice
  • Add Drawings to Your Photos
  • Add Fuel Surcharge
  • Add QR Codes to Invoice PDF
  • Adding Late Fees
  • Advanced Access Control
  • Allow Customers to Add a Tip to Paid Invoices
  • Android App
  • Apple and Google Pay
  • Attach chemical records when auto invoicing
  • Attach Form(s) to Job Notifications
  • Auto Attach Chemical Records
  • Auto Backup
  • Auto Estimate Reminders
  • Auto Invoice Based on Properties
  • Auto Invoice History
  • Auto Invoice Sweep
  • Auto Payment Reminder
  • Auto Set Past Due Amounts
  • Auto Start/End Time (Chemical Applications)
  • Auto-complete Customer Address or Enter Manually
  • Automatic Reviews – Dynamic Block
  • Before & After Photos
  • Business Profile – Add FAQ Items
  • Business Profile Page
  • Calculators
  • Center my logo on my invoices
  • Change the Label from Estimate to Something Different
  • Charge Processing Fees to My Customers
  • Check 10DLC Status in Twilio
  • Chemical Mixtures
  • Chemical Tracking
  • Chemical Tracking 2.0
  • Configurable Email Notifications
  • Configurable Items (for Estimates)
  • Copy product descriptions to invoices/estimates
  • Copy Route
  • Create Additional Email Template Versions
  • Create an Estimate with Different Options
  • Create an Invoice Manually (Video)
  • Create public forms and link it on your website or email(s)
  • Create Stand-alone Forms
  • Credit Card on File
  • Credit Card Payments
  • Custom Forms
  • Customer Add Credit Card On File (Self-service)
  • Customer Billing History View
  • Customer Management
  • Customer Timeline View
  • Customized Get Quote Pages
  • Dedicated SMS Numbers
  • Display Apply Credit Button on Invoice List View
  • Display Estimated Earnings on Job List View
  • Display Most Recent Payment on Customer Invoices
  • Display Property Address on Invoice List
  • Earnings Forecast & Estimates Report
  • Email or Print Multiple Invoices in a Batch
  • Emailing Estimates – Online View & PDF Options
  • Enhancing Estimate Approvals with Deposit Payments
  • Enhancing Your Messaging with Job Placeholders
  • Equipment
  • Estimate Approval
  • Estimate Reminder – Templates
  • Estimates
  • Expenses
  • Extension Columns (aka Custom Fields)
  • FAQ – I want to add a new Applicator
  • FAQ – I want to add photos to my customers
  • FAQ – I want to use a double window envelope and provide a payment stub
  • FAQ – Do I need Quickbooks?
  • FAQ – I want to add a new Crew
  • FAQ – I want to add a new Employee
  • FAQ – I want to add a product or service to my catalog
  • FAQ – I want to add a prospect or a potential customer
  • FAQ – I want to add an attachment
  • FAQ – I want to add an attachment to my expense
  • FAQ – I want to add customer specific job instructions
  • FAQ – I want to add detailed descriptions / service descriptions to invoices or estimates
  • FAQ – I want to add expenses or payments to my menu bar on the left side of the screen
  • FAQ – I want to add multiple service addresses and/or service dates to an invoice
  • FAQ – I want to add or change the background of my invoices
  • FAQ – I want to add payment method and check number to an expense
  • FAQ – I want to add property manager information
  • FAQ – I want to add tags to my Customers
  • FAQ – I want to add timesheet entries
  • FAQ – I want to apply a credit to an invoice
  • FAQ – I want to approve/reject timesheets
  • FAQ – I want to assign an employee or crew to a job
  • FAQ – I want to automatically generate invoice(s) from jobs
  • FAQ – I want to automatically send email notification to the customer when a job is done
  • FAQ – I want to change employee access level
  • FAQ – I want to change the background of invoices and estimates
  • FAQ – I want to change the default email messages for invoices and estimates
  • FAQ – I want to change the invoice date on a recurring invoice template
  • FAQ – I want to charge a convenience fee
  • FAQ – I want to check the status of my timesheets
  • FAQ – I want to copy from an existing chemical application, make small changes, and save as new
  • FAQ – I want to create a job from my estimate
  • FAQ – I want to create a Product and Service Report
  • FAQ – I want to create an Invoice from a Job
  • FAQ – I want to create Customers with multiple Properties
  • FAQ – I want to create different tax rates for my cities and counties
  • FAQ – I want to create jobs in a batch
  • FAQ – I want to delete an invoice
  • FAQ – I want to delete one day of a recurring job
  • FAQ – I want to display our email, url or fax# on invoices and estimates
  • FAQ – I want to email multiple invoices in one batch
  • FAQ – I want to enter my costs and view the profit amount for each estimate
  • FAQ – I want to export all of my timesheet data
  • FAQ – I want to export my data and save it on my computer
  • FAQ – I want to find the send date of an email
  • FAQ – I want to generate a sales tax report
  • FAQ – I want to generate an invoice directly from an estimate
  • FAQ – I want to grant admin access to an Employee
  • FAQ – I want to grant limited access to an Employee
  • FAQ – I want to import customers from csv or excel files
  • FAQ – I want to inactivate a customer record
  • FAQ – I want to issue a credit to a customer
  • FAQ – I want to know how many employees I can create
  • FAQ – I want to know if my customer has opened my invoice
  • FAQ – I want to know the difference between a job and a task
  • FAQ – I want to know the quickest way to find a customer from any page
  • FAQ – I want to know why sales tax is not showing up on a new estimate/invoice line
  • FAQ – I want to learn about Employee Jobs Page
  • FAQ – I want to learn more about the ‘Show More’ Button
  • FAQ – I want to link an expense to a vendor
  • FAQ – I want to manage the timesheets of another employee
  • FAQ – I want to measure lot size(s) using satellite images
  • FAQ – I want to print a Chemical Application
  • FAQ – I want to print mailing labels
  • FAQ – I want to print multiple invoices at once
  • FAQ – I want to Print/Send a List of Jobs
  • FAQ – I want to push out multiple jobs at once
  • FAQ – I want to record a partial payment
  • FAQ – I want to record a payment amount larger than the invoice amount
  • FAQ – I want to record multiple payments in a batch
  • FAQ – I want to record payments without invoices
  • FAQ – I want to record the area size, quantity, unit, wind details and temperature for a chemical application
  • FAQ – I want to remove employee access
  • FAQ – I want to remove tax fields from my invoices
  • FAQ – I want to schedule jobs recurring twice per month
  • FAQ – I want to see a customer report
  • FAQ – I want to see an aging invoices report
  • FAQ – I want to see an audit trail of a timesheet record
  • FAQ – I want to see my Invoices according to status (New, Pending Payment, Paid, Inactive)
  • FAQ – I want to see my profit and loss estimates
  • FAQ – I want to see the available credit and credit history of a customer
  • FAQ – I want to see the Last Serviced Date for all my properties
  • FAQ – I want to send a receipt to my customer
  • FAQ – I want to send invoices to the customers
  • FAQ – I want to set a Chemical License/Certification # for an Applicator
  • FAQ – I want to set a default quantity for a product/service
  • FAQ – I want to set a Past Due Amount on an Invoice
  • FAQ – I want to set a priority for a job or task
  • FAQ – I want to set an invoice delivery preference for each customer
  • FAQ – I want to set up a product or service without a sales tax
  • FAQ – I want to set up a recurring invoice for a customer
  • FAQ – I want to set up a recurring Job
  • FAQ – I want to set up default payment terms
  • FAQ – I want to set up default prices and taxes for my products and services
  • FAQ – I want to set up Price Per Cut
  • FAQ – I want to set up property-based pricing
  • FAQ – I want to set up recurring maintenance tasks for my equipment
  • FAQ – I want to set up sales tax for an existing Customer
  • FAQ – I want to set up the timesheet feature on my account
  • FAQ – I want to setup a Customer who is a Property Manager
  • FAQ – I want to sort my Customers by Last Name
  • FAQ – I want to stop a recurring invoice
  • FAQ – I want to stop a recurring job and delete future occurrences of that job
  • FAQ – I want to track tax on my expenses
  • FAQ – I want to update or delete a customer credit
  • FAQ – I want to use a CheckIn/CheckOut process to track my equipment
  • FAQ – I want to view a Job Costing Report
  • FAQ – I want to view all my timesheet entries
  • FAQ – I want to view timesheets for an employee
  • FAQ – What about a mobile app?
  • FAQs – Access Control
  • FAQs – Payments and Credits
  • General FAQs
  • Generate a Similar Estimate / Invoice (Smart Cloning)
  • Geocode Override
  • Get Quote Page is Now Mobile-Responsive
  • Give Employees Access to Text Messages
  • GPS Location Tracking
  • Home
  • I want to add a name to a property
  • Improve Route Density (Job-based Map)
  • Improve Routing Across Multiple Days
  • Improved Lead Tracking
  • Insert Job List Placeholder
  • Inventory Tracking
  • Invoices
  • iOS App for iPhones
  • Job Assignment View
  • Job Calendar Settings
  • Job Completion Email – Placeholders
  • Job Level Price Override
  • Job Profitability Report
  • Jobs & Scheduling
  • Jobs Status Indicator
  • Last Service Date Report
  • Mailchimp Integration
  • Manage Job Listings
  • Manage Off-season Periods
  • Managing Surveys
  • Manually Recording a Tip
  • Mass Price Update
  • Matrix Pricing (beta)
  • Matrix Pricing using Extension Columns
  • Mileage Log
  • Mobile Friendly Calendar
  • Mobile Web App
  • Multi-step Programs
  • New Customer Opt-in & Privacy Policy
  • New Homepage View
  • News
  • Online Payment Confirmation Email
  • Opportunity Report
  • Payment Best Practices
  • Print & Mail Automation
  • Product Catalog & Pricing
  • Product/Service-based Job Instructions for Employees
  • Program Renewal Assistant
  • Property Report
  • QR Code and Mini URL for My Public Profile Page
  • QR Code for Estimates and Invoices
  • Quickbooks Integration
  • Quickbooks Sync – Batch Skip
  • Receiving Tips Online
  • Recurring Invoices
  • Renaming the Grass Cutting Service
  • Reports
  • Reprice your recurring invoices in a batch
  • Reschedule/Shift Jobs by Week
  • Resize Logo Image on Invoices & Estimates
  • Review Dashboard and Workflow
  • Route-based Assignment
  • Sales Tax
  • Sample Review Email – Templates
  • Search Customers by Phone # or Tag
  • Send Batch Email to Customers for Card on File
  • Send Bulk Email to Your Customers
  • Send Custom Form to Customers
  • Send Text Message in Bulk
  • Simplify Workflow with QR Codes
  • Spanish Support
  • Sync Bank Transactions
  • Text Message – Custom Templates
  • Text Message – Standard Templates
  • Text Messaging Regulation (A2P 10DLC)
  • Timesheet Reporting & Analytics
  • Timesheet-Based Billing (beta)
  • Tips – Getting Ready for a New Season
  • To-do List
  • Toll-free Number Verification Status
  • Video Tutorials
  • View Jobs in Route Order (Web Application)
  • Weather Report
  • Yardbook Badges
  • Yardbook Selling Suite (Beta)
  • Zapier Integration
Yardbook Tutorials
  • Submit a Ticket

300 – Customer Management (video)

Home/300 – Customer Management (video)

Topics covered in this tutorial:

  • 360 Degree view of a customer
  • Search for customer
  • Adding a new customer
  • Updating a customer
  • Deleting a customer
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https://support.yardbook.com/wp-content/uploads/2014/05/episode300_create_customers1.mp4

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Other Tutorials

Customers (CRM)

Jobs & Scheduling

Routing

Sales Tax

Snow Removal

Estimates

Invoices

Payments

Credit Card Payments

Lot Measurements

Employees & Access

Time Clock

Equipment

Product Catalog & Pricing

Expenses

Chemical Tracking

Reports

Export & Backup

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