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Estimate Reminder – Templates
Email Template #1 Subject: Any questions about your [company_name] estimate? Body: Hi [customer_name], Just sending a friendly follow up on the estimate we sent you last week. Do you have any further questions about it? If you’re interested in moving forward, feel free to contact me anytime at [company_phone] and I’ll walk you through the […]
Customer Total Spend Report
If you’d like to figure out how much each customer has spent in the past year, or just identify your top spending customers, you now have access to a new report that generates a total spend based on customers. To access this feature, first navigate to Sitemap -> Payment Report. Then, click on the “Calculate Customer […]
Employee Access: Limit Job Visibility
While Yardbook has always had the ability to limit employees’ screen access, one popular request has been to apply more restrictions around their access to jobs. We are very excited to introduce this enhancement in the latest release. Now, admins can control if a crew member can access/view jobs which are not assigned to him/her. A jobs […]
Set up a public profile page for your business
Setting up a public profile for your business is a great way to advertise your services and showcase pictures from your prior jobs. Display your service offerings Showcase your job photos Link to your website or social sites 100% Free To get started, navigate to: Sitemap -> Company Profile -> Edit Public Profile. […]