Pond Clear - 3 Visit · Pelican Bend

Program Name*

Surcharge (%)*

Service Fee ($)

Minimum Monthly ($)*

Used on*

Schedule by

Minimum Days Between

Days between each service. A step with no date uses this. A weekend moves to the next work day.

Day of Month*

Each step is scheduled on this day of its month. 1 is the 1st.

Renewable

Contract Year

Calendar year: Jan 1 to Dec 31. From start date: a year from each contract's start. Change the company setting in Settings > Billing.

Surcharge marks up the visit. Leave the service fee blank to use the base fee of $45.00, added once per visit.

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Add Service

Add a Service that already exists to this program as its next step.MoreLess

What It Does: Puts the Service on the program; if it's on another program, it moves here.
What It Changes: Every property on the program gets this step on its next round. A move asks why first.
How to Use: Pick the Service.
Pick a reason if it's moving from another program.
Click Add Service.

Help Article

Service*

Picks a service that already exists. If it is on another program, it moves here.

Services

The steps on this program in order, with what each visit costs.MoreLess

What It Does: Lists each Service with its step, where it's used, To Be Completed By and visit price.
What It Changes: Preview Size and Difficulty only change the prices shown here, not real properties.
How to Use: Check the order and prices.
Change Difficulty or Preview Size and click Update to try other yards.
Click Remove to take a step off.

Help Article

Step	Service	Used On	TBC	Products	Visit Price
1	Pond Clear - Spring Pond Treatment	Aquatic	April 10th	1	$152.33
2	Pond Clear - Summer Pond Treatment	Aquatic	June 20th	1	$152.33
3	Pond Clear - Late Summer Pond Treatment	Aquatic	August 25th	1	$152.33

5,000 ft² Difficulty 1 Difficulty 2 Difficulty 3 Difficulty 4 Difficulty 5

$457.00Billed / year

$0.00Chemical

$34.91Labor overhead

$38.08Monthly

$422.09Gross Profit

92.4%Gross Margin

1.16Billable hours

$392.73Revenue / hour

Each visit adds its service fee. Monthly will not go under $0.00.

On This Program

Customer	Property	Size	Billing	Monthly
Nancy Roberts	Nancy Roberts - Home	7,900	One-Time Payment	$463.27 Calculated

In Use

Where this is used, and why it can't be deleted while it is.MoreLess

What It Does: Protects records that history depends on.
What It Changes: Move to Another moves the uses to another item; Archive hides it from pickers but keeps history.
How to Use: Read where it is used.
Press Move to Another, or Archive it.
Delete shows only when nothing uses it.

Help Article

On 3 Steps (Services on it) and 14 Properties. It can't be deleted while anything uses it.

View Them: 3 Steps (Services on it) · 14 Properties

Price: 2 of 14 properties keep their own price; the other 12 take the new Program's price from their next visit. They get the new Program's steps from the next visit on. Past visits, invoices and sent estimates keep the old one.