Yardbook

What do you like best?

I like the custom catalog of services that can be added, including adding price per cut for the lawn mowing division. It makes it quick and easy to create an estimate and then later create an invoice. I like that it integrates with Stripe to collect payments.

What do you dislike?

I wish there were much more import features. I would like to import a list of properties that belong to one property management company, versus having to manually put them in. I would also like to be able to input the local garden center price list we get each year into the catalog and then be able to add a markup to the goods. I have suggested many things to them over the years, they tell me it is a good idea and will pass it on to the development team. I don't see many new updates and none of these features have been added.

Additionally, I wish it had more CRM functionality to it. For example, when we create an estimate, I would like to be able to track that estimate, such as marking it as lost/won.

Recommendations to others considering the product:

You still need to use something like QuickBooks. Yardbook does not have a robust features for finances.

What problems are you solving with the product? What benefits have you realized?

It is easy to create an estimate and then a matching invoice.