What is the difference between Orders, Quotes, Leads, and Measurements?
Orders — Customers who have completed their order with Deep Lawn.
Quotes — Estimates that have been created and sent to a customer internally through the Deep Lawn AI tab.
Leads — Customers who entered their information through your Deep Lawn widget but abandoned their cart before completing their order.
Measurements — All measurements, regardless of where they came from or how they were created. This includes the API, Jobber integration (or other direct integrations), storefront, or internal.
How can I see how far a lead got before they abandoned their cart?
Go to Orders → Leads and click on the lead you want to view. Under Recent Activity, you can see where the customer dropped off and view the timestamps for their activity. If they added specific services or packages to their cart before abandoning it, those items will also be shown.
A customer says they didn't receive their order. What should I do?
Go to Orders and click on the customer's order. You can download the order PDF and send it directly to the customer.
Does Deep Lawn charge the customer’s card when they submit an order?
No. Deep Lawn is a quoting tool, not a CRM, so we do not charge customer cards at checkout.
If you use our PCI Vault, customers can securely enter their credit card information during checkout. The card information is then stored in the Orders tab under Customer Billing Info, where you can access it when needed.
If you have a CRM integration that supports credit card information, the customer’s card information will pass over into your CRM after they submit their information. You can then charge the card and schedule the service directly through your CRM.
Why can't I open a Measurement?
Measurements are searches where the customer abandoned before submitting their lead information. Because no customer information was provided or the AI might not have fully measured before they abandoned cart, there are no details available.
Why isn't a lead showing in my Leads tab?
Make sure the customer completed the lead form in your Deep Lawn widget. If they searched the property but abandoned before submitting their information, the search will appear as a Measurement rather than a Lead.
Can I contact a lead who abandoned their cart?
Yes, if the customer submitted their contact information through the lead form you set up, their contact information will be available in the lead details. You can use this information to follow up with them. Based on your CRM or your connected integration, you should also see lead details there.