Getting started
This is the first week, in order. Each step uses what the one before it made, so an estimate needs a customer, and a paid invoice needs Stripe. Do them in sequence and nothing has to be redone.
If you’d rather be told what’s next as you go, ask the assistant: the Ask AI button in the header, or the ask bar on your dashboard. It reads these same guides and can see which of these steps you’ve finished. See Ask the assistant.
Creating the account
Sign up at app.lawnledgercrm.com/signup . The form asks for your Business name, your Full name, an Email address and a Password (at least 12 characters, with upper and lower case, a number and a symbol). Two boxes to tick: one confirming this is for a landscaping or lawn-care business, one agreeing to the Terms of Service and Privacy Policy. Then Create business account.
Your business name becomes your workspace. Every customer, job, invoice and teammate lives inside it.
You land on a 14-day free trial with no card required. The trial runs on the Growth plan unless you picked a different plan on the pricing page. Everything in this guide works during the trial, including the assistant.
Verify your email
You’ll see Check your email. Open the link in the message we sent, which takes you to the sign-in page with “Email verified!” at the top. Sign in.
If the email hasn’t arrived, use Resend verification email on that screen. Filling in the sign-up form again won’t send a new one.
What happens next
The first sign-in opens the setup wizard: five short steps that put your company details, a first customer and your services in place. After it, a short tour of the app. Both are covered in The setup wizard and the tour.
The sequence
| Step | What it gets you | Guide |
|---|---|---|
| 1 | Company name, address, logo and time zone on every document | Set up your company |
| 2 | What you sell, priced once | Services catalog |
| 3 | The customer and property everything hangs off | Your first customer |
| 4 | A quote the customer can approve online | Your first estimate |
| 5 | The work on the calendar, repeating if it repeats | Your first job |
| 6 | The bill, with a payment link | Your first invoice |
| 7 | Card and bank payments landing in your account | Get paid online |
| 8 | Crew on the mobile app, office staff on the web | Invite your team |
Coming from a spreadsheet or QuickBooks? Import your data before step 3 so you aren’t retyping customers.
Not sure where you are in the list? What to set up next is the same sequence as a checklist, and it’s what the assistant uses when you ask it.
What you don’t have to do
- Set up the books. Every invoice, payment and expense posts to the ledger on its own. Connect your bank when you’re ready to reconcile. See Bookkeeping.
- Pick a plan right now. The trial runs first. Settings → Account → Billing shows the days left and the plans.
- Invite everyone on day one. Add the crew once there are jobs for them to see.