Set up a small fertilizing business

Last updated October 17, 2026 · All users

Open Fertilizing workspace from Home, or Set up a small fertilizing business from Settings > Plan & Features.

The workspace brings setup and daily actions together. Its progress is calculated from your saved records each time you open it.

  1. Set up your crew. If both people travel together, use one crew. Use separate crews when you run separate routes.
  2. Set your service season. Create your dates and activate the season. Link your treatment program to that season.
  3. Choose your treatment program. The workspace’s program creation link offers lawn treatment templates. Review the rounds and date windows after saving. Templates are starting structures; enter your own products and rates.
  4. Add the products you apply. Use your actual product catalog and label rates.
  5. Enroll your properties. Add customers and properties, then use Enroll properties on the program to create their treatment work and set prices.
  6. Plan your first round. Preview visits for your crew and workdays. Check unscheduled work and review the route.

If you have multiple programs, choose which one you are setting up. A single program is selected automatically. “Records in place” means records exist; it does not confirm that every property is enrolled or that all dates, rates and prices have been reviewed.

Run the day

Use Open today’s route to reach the crew day screen. Open the application log from the visit to keep the saved record linked to the property and occurrence date. Complete the visit after saving its application record. Use Schedule or move visits after a weather delay, and Review billing for invoices. For per-round billing, use Review rounds and round billing for the selected program.

Simplify the menu

Simplify menu asks you to confirm hiding Storm Events, Contracts, Custom Reports (the Reports > Reporting menu entry) and Visual Reports for everyone in your company. Their records remain saved. Restore individual tools under Plan & Features.

This does not change your subscription or current website, portal, mobile or treatment-tool settings. Existing plan and feature gates still apply. If a treatment tool is unavailable, use Review plan and features to see what needs enabling or a different plan. Read-only accounts can view setup but cannot apply the preset.

Start with a few properties and one round. Complete the field and billing workflow before enrolling the rest of your customer list.

Put it to work in your own account

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