Name: Yardbook
Author: Yardbook, Inc

Help Desk

Web and Video Conferencing

Customer Support

Mind Mapping

Mobile App Development

Push Notifications

Development

Audit

Business Intelligence (BI)

Calibration Management

Collaboration

Embedded Business Intelligence (BI)

Org Chart

Procurement

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Payroll

Professional Employer Organizations (PEO)

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

C/C++ Integrated Development Environments

Cloud Storage

Compliance Consulting

Cybersecurity Consulting

Data Virtualization

Dynamic Application Security Testing (DAST)

Electronic Data Interchange (EDI)

Fraud Detection

HTML Editors

IT Service Management (ITSM)

Identity Management

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Print

Network Performance Monitoring

Password Management System

Relational Databases

Remote Monitoring and Management

Software Defined Networking (SDN)

Traffic Switching

Virtual Private Network (VPN)

Virtualization Management

Voice Recognition

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Consumer Ratings & Reviews

Content Management

Email Marketing

Heatmap and Session Recording

Landing Page

Marketing Automation

Marketing Resource Management

Mobile Marketing

Presentation

Social Login

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Antivirus

User and Entity Behavior Analytics (UEBA)

Security

Auto Repair

Equation Editors

Insurance Agency Management

Legal Research

Library Management

OSS/BSS (Operations Support/Business Support)

Real Estate Property Management

Vertical-Specific

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### Project Management
User sentiment regarding Yardbook's project management capabilities is somewhat mixed. While users appreciate the software's ability to organize customers, offer electronic billing, schedule jobs, and run revenue reports, there are some areas where improvements are desired. Some users have suggested the need for more import features, such as the ability to import lists of properties belonging to specific management companies. Additionally, users have expressed a desire for enhanced CRM functionality, such as the ability to track estimates and mark them as lost or won. Despite these suggestions for improvement, users acknowledge that Yardbook is tailored specifically to the green industry and consistently introduces new features, making it a preferred choice for smaller landscape companies.

### Scheduling and Calendar Management
Users appreciate Yardbook's scheduling and calendar management capabilities for their user-friendly interface and ability to efficiently plan daily, weekly, and monthly jobs. While some users find the iPhone app's clocking feature challenging, overall, Yardbook's scheduling tools are commended for optimizing job order based on proximity and minimizing unnecessary travel time. The platform's integration of job notes and real-time connectivity between office and field employees further enhances the scheduling process, contributing to improved operational efficiency.

### Invoicing and Payments
Users consistently appreciate Yardbook's invoicing and payments functionalities, citing its ability to streamline the invoicing process, generate estimates quickly, and facilitate payment collection through various methods. While some users express minor frustrations with the recurring invoice system, the overall consensus leans towards Yardbook being a reliable tool for managing invoicing and payments efficiently. The integration with payment platforms like Stripe is particularly lauded for its convenience in processing transactions.

### Customer Relationship Management
Users appreciate Yardbook's customer management capabilities for their efficiency in organizing customer information, facilitating electronic billing, and streamlining job scheduling. The positive feedback underscores the software's effectiveness in enhancing customer interactions and financial processes. While some users have noted minor areas for improvement, the overall consensus leans towards Yardbook's customer relationship management being a valuable asset for businesses seeking to optimize their customer interactions.

### Financial Management
Users have highlighted Yardbook's tailored financial management features for the green industry, such as tracking chemical records, lawn size, pricing, and more. While some users appreciate the software's affordability and user-friendly interface for managing their business finances, others express a desire for more advanced features like enhanced import capabilities and CRM functionality. Despite some users feeling that certain features are lacking, Yardbook continues to be praised for its consistent updates and responsiveness to user feedback in improving its financial management tools.

### Estimates and Quotes
While some users appreciate the efficiency of creating estimates and invoices through Yardbook's platform, others feel that the system lacks certain essential features like advanced import capabilities and comprehensive CRM functionalities. The feedback indicates a desire for more robust tools to streamline the estimation process and enhance customer relationship management within the software.

Yardbook has been a game-changer for businesses in the industry, as it offers a wide range of features that solve many business problems. With the software's ability to create estimates and invoices, users can easily present themselves as professional and save a lot of time. The scheduling feature is another big plus, as it allows users to plan their jobs efficiently by prioritizing them according to proximity and travel times, reducing the need for extra trips. Crew notes can be added to the schedule map, making it easier to keep track of job details.

Yardbook is an ideal tool for businesses of all sizes, as it solves significant problems that include job scheduling and customer management. Users highly recommend this software due to its comprehensive features that cater to their business needs. The company is open to feedback and continuously improving the software based on user experiences. However, some users have expressed security concerns about the lack of 2 Factor Authentication, which poses a risk to their business and customer information. Despite this, Yardbook remains a top choice for users looking for an efficient way of managing their businesses while saving valuable time.

Ease of use: Users found the user interface of Yardbook simple and intuitive, making it easy for even non-computer savvy users to navigate and do everything they need for their business. Several reviewers stated that the software was perfect for starting out and giving their company a professional way to conduct business with customers.

Features offered in free version: The free version of Yardbook is very robust and offers almost everything a small landscaping business could need, from lead to signup, scheduling and managing operations, auto invoice and payment reminders, tracking sales revenue, chemical records under customer profiles, etc. Many users loved this feature as it provides an excellent value proposition.

Scheduling feature: One of the most appreciated features among users was the scheduling tool that allows businesses to schedule jobs on a daily, weekly, or monthly basis quickly. Crews can access schedules through the app while in the field which makes it easy to keep track of jobs in real-time.

Difficult to Scale: Some users have reported that Yardbook is not easily scalable for companies with a few hundred customers, making it difficult to manage their growing business.

Manual Recurring Invoices: Several reviewers have noted that the recurring invoice system requires manual clicking to send instead of automatically sending, which can be time-consuming and frustrating.

Lack of CRM Functionality: Many users have expressed difficulty in tracking estimates and marking them as won or lost due to the lack of CRM functionality in Yardbook. This has made it challenging for businesses to keep track of customer interactions and sales data.

Yardbook is a landscaper's business management system, from the small company of the same name.

Starter

Business

Projecturf

Goodwerp is an online business management platform geared towards teams and service firms worldwide. The platform covers essential tools to run and manage a small-business. It features: project management, task management, notes, storage, time management, pipeline management, finance, budgeting, and real-time chat /collaboration.

Goodwerp (discontinued)

Yardbook

Buying Project Management software is confusing. Want help? Get tips and product info free in this guide.

The Buyer's Guide to Project Management Software

Project management software is designed to help people involved in the project management process to initiate, plan, execute, monitor and close projects of any size and type.

Yardbook, Inc

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Resource Management

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Team Collaboration

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Invoicing

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Yardbook

Overview

What is Yardbook?