How to add customers | Lawnager Pro | Lawn Care & Landscaping Software

How do I add customers?

Step 1: Select Customers

Select Customers on the Dashboard. Alternatively, you may select the quick customer link at the bottom action bar through the app or through the top menu option.

Step 2: Add Customers

Select the Add Customers button

Add customers on Lawnager Pro      

Step 3: Are you adding a Portal Customer? 

After choosing Send Portal Invite, we will send your customer an email sharing that you invited them to join the portal where they manage payments, request and approve quotes, and provide you with valuable feedback. The best part - with a card on file they are automatically charged upon the completion of each job and you will receive your cash deposits each week, automatically. For more information, see how I get paid fast. Alternatively, you can create a customer without portal features by keeping the checkbox blank. The customer will still appear in a single schedule view and you will be responsible for all forms of quotes, payment collections, and marketing services.  

Adding a portal customer
Adding property details

Step 4: Add Customer

To finish, simply click Add Customer after entering the customer's contact information and address.

Note: if interested in a bulk upload of your entire customer list, simply email us
a spreadsheet with the customer's name, email, phone number, and the property address and we will take care of the rest (support@lawnager.com).

    • Related Articles

    • What are the differences between an AutoPay, Portal, Private and Non-Portal Customers?

      AutoPay (also referred to as Portal) Customers Invite your customers to join Lawnager to create a home portal where they can manage payments, request quotes, and provide you with valuable feedback. Plus, you receive your cash deposits each week, ...
    • How do I add lawn services job to a customer account?

      Streamline Your Lawn Care Services with Lawnager Pro Maximize your lawn care business's efficiency with Lawnager Pro, the premier lawn care software designed to simplify service management. Follow these steps to add lawn care services to a customer ...
    • Effortlessly Invite Customers to Join You on Lawnager

      Connecting with your customers has never been easier. Lawnager's intuitive platform allows lawn care and landscaping professionals to invite customers to manage their services efficiently. Our guide will walk you through the process of sending portal ...
    • How do I add past work I did for a customers?

      In the near future, this process will become significantly more straightforward. Until then, please follow the steps outlined below: 1) Enter all historical customers into Lawnager. 2) Export the Customer QuickBooks report from the reporting section ...
    • How do you view pending invitations?

      You can view pending invites for a Portal Customer who has yet to complete their profile by clicking on the Pending Invitations button under your Customers page. Once here, you can resend or cancel an invitation as needed. While we make many efforts ...