Price and bill a lawn season — mowing monthly, treatments per round

This is the most common way a lawn company bills a residential customer: weekly mowing for a flat monthly amount across the season, and a fertilization and weed control program billed as each round goes down.

By the end you will have prices by lawn size, two quotes the customer approved online, two Maintenance Agreements that schedule their own visits, and invoices that draft without anyone building them.

Before you start

You need your company profile and crew in place — see Getting Started. This playbook assumes the work types your Lawn Care account shipped with; check them in step 1.

1. Check the work types

Open SettingsWork Types. Two work types carry this playbook:

Change the season dates under Season starts and Season ends if your grass grows on a different calendar. Every new agreement picks them up.

2. Decide how to price mowing

Price mowing by the cut, then sell it as a season. A customer understands "$45 a mow"; your cash flow wants the same payment every month. You can give them both.

The math. An April 1 – November 15 season holds about 32 weekly mows. At $45 a mow that is $1,440 for the season. Billed monthly on the 1st, it touches eight calendar months — April through November — so the customer pays $180 a month. New Contract does this division for you: enter the season total and it shows the Typical installment.

Pick one of two shapes:

Biweekly customers get half the mows, but the grass is longer when you get there, so many companies price an every-other-week lawn at more than half the weekly rate. Give it its own row in the price book so the office does not have to work it out per quote.

3. Price treatment rounds

Treatment rounds are billed as each one goes down, so price them per application. A six-week interval over an April – November season is five or six rounds, depending on when the first one goes down. Price each round by lawn size — product cost scales with square footage — and quote the program as "$55 a round". The customer is invoiced $55 after each round, not the whole program up front.

4. Build the price book

Your Lawn Care price book starts empty. Open Sales and BillingPricing, pick Lawn Maintenance, and name the tiers by lawn size — "Small / Medium / Large" — so the office can price a lot at a glance. Add a service row for the weekly mow with its price at each tier. Then do the same for Lawn Treatment, with a row for a treatment round.

Edging, blowing, and trimming are part of the mow for most companies; mark those rows Included so they never add a charge. Set Your Prices explains Billed as and tiers in full.

5. Check the starter templates

A new Lawn Care account has two default quote templates under SettingsQuote Templates: Lawn Maintenance, which bills Monthly on fixed day on the 1st, and Lawn Treatment, which bills After each visit. Both are due 15 days after the invoice is sent. Add your standard lines and terms to them rather than creating new templates, so every quote and agreement inherits the same billing.

6. Send the quotes

Send mowing and the treatment program as two quotes from Sales and BillingQuotes — each quote is for one work type.

1. 1

   Quote the mowing

   Pick Lawn Maintenance, the customer, and the property. Add the weekly mow line at the property's tier. Under Contract Setup, press Customize for this quote and choose the customer's mow day under Service days — and Every 2 weeks for a biweekly lawn.

2. 2

   Quote the program

   Pick Lawn Treatment and add the round line. The six-week interval comes from the work type.

3. 3

   Send them

   The customer gets a link, reviews each quote, and approves online.

7. What approval creates

Each approval creates an Active Maintenance Agreement with the season, the mow day or round interval, and the billing schedule from the template. You do not create anything by hand. Find them on Sales and BillingContracts. If the customer agreed by phone, create the agreement with New Contract instead — Set Up a Lawn Maintenance Agreement walks the form.

8. Visits land on the schedule

• Mowing visits are created a few days ahead of each mow day, all season, by the agreement. Put each day's visits in order with a crew by building weekly mow routes on Dispatch.
• Treatment rounds show up on Jobs under Needs Job when they are due. Press Create Job to put each round on Schedule.

9. Crews complete the visits

Crews check out mows in seconds — Complete a Lawn Maintenance Visit — and record what they applied on each round — Complete a Lawn Treatment Visit.

10. Invoices draft themselves

• On the 1st of each month, the mowing agreement drafts that month's invoice for the monthly amount.
• Each completed treatment round drafts an invoice for the round.

Both arrive as Draft on Sales and BillingInvoices. Review and send them, or turn on Automatically Send Draft Invoices under Settings → Automations once you trust them. Choose How Customers Pay You covers autopay.

Verify it worked

1. 1

   Two agreements, two schedules

   On Sales and BillingContracts, the customer has an Active Lawn Maintenance agreement billing monthly and an Active Lawn Treatment agreement billing after each visit.

2. 2

   The next mow is on the schedule

   A few days before the mow day, the visit appears on Schedule.

3. 3

   The first invoices are right

   After the 1st, the mowing invoice shows the monthly amount. After the first round, its invoice shows the round price.

When something is missing