• 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
  • AI Assist – Custom Forms
  • 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
  • Job to Payment (J2P) 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

Reports

Home/Reports

Yardbook provides a set of reports out of the box. They are accessible from your Sitemap page.

  1. Invoice Report
  2. Payment Report
  3. Expense Report
  4. Customer Report
  5. Sales Tax Report
  6. Profit and Loss Estimates
  7. Aging Invoices
  8. Job Costing Report
  9. Product and Service Report
  10. Customer Total Spend Report
  11. Earnings Forecast & Estimates Report
  12. Job Profitability Report
  13. Last Service Date Report
  14. Opportunity Report
  15. Property Report
  16. Weather Report

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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