Invite Your Customers to Lawnager: A Simple Guide for Lawn Care Businesses

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 invites, so you can focus on delivering top-notch services while we handle the logistics.

Step-by-Step Customer Invitation Process

Step 1: Accessing Your Customer List

To begin, access your Dashboard and click on 'Customers.' For a quicker route, use the handy 'quick customer link' available in the bottom action bar on the app or via the top menu for desktop users.

Step 2: Initiating the Invitation

Look for the 'Send Portal Invite' option and select the checkbox next to it. This action is your gateway to seamless customer interaction and engagement.

Send Portal Invite

Step 3: Sending the Email Invite

With the 'Send Portal Invite' option selected, Lawnager will generate and dispatch a personalized invitation to your customers. This email will include all the necessary company information, as illustrated below.

Customer Invite Email Example

Ready to enhance your customer communication? Log in to your Lawnager account now and start sending out those invites for a more connected and productive lawn care management experience.

Need assistance with customer invitations or have questions about maximizing your use of Lawnager? Our support team is eager to help. Reach out to us at support@lawnager.com, and let's grow your lawn care business together.

    • Related Articles

    • 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 Step 3: ...
    • 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 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 ...
    • Easy Password Reset for Your Lawnager Account

      Forgetting your password is a common hiccup in managing your online accounts. At Lawnager, we've made the password reset process as straightforward as possible, so you can quickly regain access to your account and get back to managing your lawn care ...
    • How do customer communications work?

      Communications are made simple. Lawnager Pro automates many of your customer communications from quotes to job notifications, receipts, and feedback. Quotes Once a Pro schedules a service for a portal customer, an email and SMS text message will ...