Account Setup

Get your LawnLedger CRM account up and running in just a few minutes. This guide walks you through creating your account and configuring your organization.

Step 1: Create Your Account

1. Navigate to app.lawnledgercrm.com/signup
2. Enter your name, email address, and a strong password
3. Click Sign Up to create your account
4. Check your email for a verification link and click it to confirm your account

Step 2: Set Up Your Organization

After verifying your email, you will be prompted to create your organization:

1. Enter your company name (e.g., “Green Thumb Landscaping”)
2. This becomes your organization in LawnLedger — all data, team members, and settings are scoped to it

Step 3: Configure Company Settings

Navigate to Settings from the sidebar to complete your setup:

1. Company Information — Add your business address, phone number, and website
2. Logo — Upload your company logo (displayed on estimates, invoices, and contracts)
3. Services — Define the services you offer (e.g., “Weekly Mowing”, “Spring Cleanup”, “Snow Removal”)
4. Tax Rate — Set your default tax rate for estimates and invoices
5. Payment Terms — Configure default payment terms (Net 15, Net 30, etc.)

Step 4: Connect Integrations (Optional)

LawnLedger supports several integrations to streamline your workflow:

• QuickBooks Online — Sync customers, invoices, and payments
• Stripe — Accept online credit card payments from customers

Navigate to Settings > Integrations to connect these services.

Next Steps

Once your account is set up, you are ready to:

• Add your first customer
• Create your first estimate
• Send your first invoice
• Invite your team