Evergreen — Staff Portal

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Add a Client

Set up a new subscription for a client you acquired offline (phone, referral, etc.). They'll receive a welcome email with a link to add their card and access their portal.

Full Name *

Email *

Phone (optional)

Zip Code *

Street Address *

Plan *

Visit every (days)

Yard Size *

First Service Date *

Payment Method *

Recurring Price per Mow ($)

💰 Set a different first-job price (overgrown, etc.)

Notes

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⚙️ Schedule Config

Configure zones, crew assignments, and daily schedules. Settings are saved locally on this device.

🗺️ Zone Map

Zones are auto-assigned from zip codes. Zone badges appear on job cards and route stops.

📅 Zone Schedule & Crew Per-day crew assignment

Set which days each zone runs and which crew handles it. Each zone can have a primary day and a backup day with different crews.

🔧 Crew Names

Customize crew labels shown across the app.

🔵 Crew A name

🩷 Crew B name

Settings are stored in your browser's local storage and only affect this device.

🗂️ Job History

🗺️ Route Planner

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🕗 Start time

📍 Starting from (optional)

📆 Date to optimize

Auto-sync calendar after optimize

Upcoming Done / Invoiced / Cash Paid (not done) Completed & Archived

📅 Reschedule Job

New Date

Move

📧 Notify customer via email

📋 Send an Estimate

Build a professional estimate and email it directly to a customer.

Customer Info

Customer Name *

Phone Number

Email Address *

Service Address

Estimate Details

Estimate #

Estimate Date

Valid Through

Estimate Summary

Services

Description

Price

Total

$0.00

Notes

No notes yet — click "+ Add Note" to add bullet points that appear at the bottom of the estimate.

Email Message

Subject Line

Message (optional — appears at the top of the email)

📅 Schedule a Job

Schedule any job for a customer and send them a confirmation.

Job Type

Customer Info

Customer Name *

Phone Number

Email Address *

Zip Code

Service Address *

Job Details

First Service Date *

Payment Method *

Plan *

Yard Size *

Recurring Price per Mow ($)

💰 Set a different first-job price (overgrown, etc.)

Notes

Job Confirmation Email

Send job confirmation email to customer

Subject Line

Message (optional — edit freely)

📋 Job details (date, address, price, crew) are automatically added to the email — your message goes above them.

Add a Client

📅 Reschedule Job

Edit

Reschedule Appointment

Are you sure?

📋 Start New Plan

🌿 Evergreen

Add a Client

📅 Reschedule Job

Edit

Send Invoice

Reschedule Appointment

Are you sure?

📋 Start New Plan