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Playbooks
End-to-end setups for your industry, from first quote to money in the bank.
A guide tells you how one screen works. A playbook takes a whole business setup — "bill a monthly plan and charge for the chemicals we used" — and walks the entire chain in order, naming every setting that makes it work and how to check that it did.
Start with the one that matches how you actually bill, not the one that matches your industry. A pool company on flat-rate pricing and a lawn company on flat-rate pricing have more in common than two pool companies billing differently.
- Bill a monthly pool plan, plus chemicals usedSet up a fixed monthly maintenance plan that also bills the chemicals your techs actually applied, from the first quote through a paid invoice.Pool Maintenance
- Price and bill a lawn season — mowing monthly, treatments per roundPrice weekly mowing as an even monthly payment and fert and weed rounds per application, from the price book through the quote, the visits, and a paid invoice.Lawn Care