How to Manage Orders, Quotes, Leads & Measurements

On the Orders tab, you can view all of your Orders, Quotes, Leads, and Measurements. You can use the search bar at the top to find orders, quotes, or leads by your Customer's Name, Address, Phone number, and Email. Turn on a specific filter (by Service Area, Created From, Payment Type, Tags, Team Member) if you want to display certain addresses, or select a date range. To select a date range, ensure you are clicking the first date then the last date to end the range. Once you have the correct dates, click "Apply".

The Orders sub-tab includes both orders received as well as estimates sent. On this page, you will see the line item by your customer name, date, amount paid, where it came from (whether it was an internal quote or from your storefront), which service area (if you have Geopricing enabled), any tags that were added to the order, the team member that sent it out (if it was internal), the type of payment, and the type of payment. Please note: you are unable to change the team member once the order has been completed, you can however change the tags that are added to the order at any time.

To view the details of a specific order, you can also click on an address directly and it will pull up all the order details including Customer details, Property details, and an Order summary. You can always go back and save the map image as well at any time. If needed, you can always add/edit notes, upload any docs or images, and add any tags.

You can also open and download the "Order PDF" at any time, and if needed, you can aways "Delete" this order. If you have the PCI Vault add-on, you will also have their billing information stored under "Custom Card Info".

Please note: Deleting an order, quote, or lead cannot be undone.

The Quotes sub-tab includes internal quotes that were sent out by the office through your Deep Lawn AI tab. On this page, you will see the line item by your customer name, date, amount ($), which service area (if you have Geopricing enabled), any tags that were added, the team member that sent it out (if it was internal), and if the email with the quote was successfully delivered. Please note: A successful email will say "Delivered" whereas an unsuccessful email delivery will say "Failed". This occurs when an email might be inputted incorrectly or for any other reason.

To view the details of a specific quote, you can also click on an address directly and it will pull up all the quote details including Customer details, Property details, and a quote summary. You can always go back and save the map image as well at any time. If needed, you can always add/edit notes, upload any docs or images, and add any tags.

For any reason you need to re-open the quote, you can click on the "Share" button to open the quote in a new tab. Additionally, you can also resend the quote out at any time as needed. To do this, click on "Resend Quote" - from there you can either choose to "Resend to the same customer" or "Send the quote to a new customer". For example, if the email failed to deliver due to an incorrect spelling of an email, or another party involved wants a copy of the quote, you can always put in new contact information, including a new email and send the quote out. You can also "Delete" the quote if needed.

The Leads sub-tab includes any abandoned carts or leads. These could be from two places - either from your storefront where a customer dropped off after inputting their contact information, or if a salesperson goes to send out an internal quote and abandons before successfully sending it out.

On this page, you will see the line item by their name, the date, email, phone number, where it came from (whether it was an internal quote or from your storefront), which service area (if you have Geopricing enabled), any tags that were added to the order, the team member that sent it out (if it was internal), and if the abandoned cart email successfully sent. Please note: A successful email will say "Delivered" whereas an unsuccessful email delivery will say "Failed". This occurs when an email might be inputted incorrectly or for any other reason.

To view the details of a specific lead, you can also click on an address directly and it will pull up all the lead details including Customer details, Property details, and a lead summary. It will also give a breakdown of when your lead abandoned cart. If they made it to your services/packages page, it will tell you what they added to cart or what they viewed. You can always go back and save the map image as well at any time. If needed, you can always add/edit notes, upload any docs or images, and add any tags.

To turn your lead into a quote, click on the "Instant Quote" button. From there, it will create a quote that you can send out to the customer internally. Here is also where you would be able to add any services or packages to their quote as needed. You can also "Delete" the lead if needed.

The Measurements sub-tab stores all of the addresses both internal or from your storefront that were searched but immediately abandoned. Since there is no data for these searched and the abandoned addresses, they cannot be opened and do not have any further details other than what is displayed.

To export your Orders, Quotes, or Leads as a file, select the box next to the addresses you would like to export. If you would like to export ALL of them, please click on the box at the very top. Please follow the same process if you need to export a different sub-tab. This will prompt an Export button on the right side of the screen — click it to download your selection.