YardQuote is actively and transparently improving, shaped by real contractor feedback. See what we've shipped, what we're building now, and what's coming next across YardQuote PRO, Team, and Portal.
Actively being designed, built, or tested.
Ongoing bug fixes and refinements to already-released features — faster calendar and list loading, fewer disappearing-data glitches, and cleaner, more consistent UI across screens.
Released with more improvements underway.
Track employee hours, compensation, reimbursements, and estimated payroll totals. Payroll processing and tax filing are not currently provided by YardQuote.
Track employee hours, compensation, reimbursements, and estimated payroll totals. Payroll processing and tax filing are not currently provided by YardQuote.
Owners can hide unused modules, save navigation preferences per company, and choose between Simple, Pro, and future Enterprise modes.
Simple quote view for everyday use with advanced options (labor, materials, markup, equipment, profit targets) expandable on demand without cluttering the default workflow.
Expanded templates covering quote messages, invoice messages, appointment reminders, job checklists, terms and conditions, follow-up sequences, and commercial proposals.
Evaluating approaches before committing to a build.
Sync customers, invoices, payments, expenses, and payroll with QuickBooks Online. Automatic reconciliation, sales-tax syncing, and CSV exports for businesses not using QuickBooks.
Run full payroll inside YardQuote with direct deposit, tax calculations, federal and state filing, W-2s, 1099s, and compliance reporting via an embedded payroll provider.
Confirmed and on the roadmap for a future release.
When marking an invoice paid, contractors select Cash, Credit Card, Check, or another method. Cash payments are recorded offline with no Stripe charge. Credit card payments link to the existing Stripe transaction.
Full recurring-service scheduling with seasonal dates, skip dates, rain-delay handling, automatic invoice generation, service pausing, and contract expiration.
Photograph and upload receipts, assign expenses to jobs and customers, track materials, fuel, equipment, and subcontractor costs with direct job-costing integration.
Drag-and-drop scheduling with crew capacity, travel-time calculations, conflict warnings, live crew status, customer on-the-way notifications, and a full dispatch map.
Permanent and temporary crews with leaders, vehicle and equipment assignment, crew schedules, and per-crew profitability, production goals, and performance reporting.
Service-specific checklists, safety and inspection forms, incident reports, and checklist templates for mowing, aeration, seeding, and more — with employee signatures and manager approval.
Central communication timeline for SMS, email, quotes, invoices, and portal activity. Automated reminders, follow-ups, crew-on-the-way messages, and seasonal campaigns.
New users answer a short setup quiz about their business. YardQuote automatically configures the recommended navigation, dashboard modules, and defaults.
Employee availability management, time-off and PTO requests, manager approval, company holidays, shift notifications, and no-show alerts.
Track material, warehouse, and truck inventory with low-stock alerts, purchase orders, vendor pricing, material usage by job, barcode scanning, and waste tracking.
Equipment and vehicle inventory with maintenance schedules, mileage and engine-hour tracking, fuel records, inspection checklists, repair history, and per-hour cost in job costing.
Track new leads from first contact through won or lost, with source attribution, salesperson assignment, commissions, conversion rates, and automated follow-up sequences.
Expanded reports covering revenue and profit by service, crew, branch, employee, and salesperson — plus AR aging, payroll-to-revenue ratio, quote conversion, and custom date comparisons.
Import customers, services, employees, invoices, and job history from CSV or QuickBooks. Bulk updates, duplicate detection, full data export, and enterprise migration assistance.
Longer-term features being considered.
Send clients a YardQuote-branded signing page to accept pricing, authorize work, and sign change orders. Signatures are saved with timestamp, IP, and device record.
Separate calendars, crews, customers, pricing, and payment accounts per branch with branch managers, regional managers, and company-wide reporting.
Separate divisions for maintenance, landscaping, hardscaping, irrigation, snow removal, and more — each with its own managers, employees, pricing, schedules, and reporting.
Multiple properties per customer, purchase-order numbers, service-level agreements, insurance document storage, consolidated invoicing, and commercial bid templates.
Configurable approvals for large quotes, discounts above a threshold, refunds, timesheets, payroll, purchases, and change orders.
Detailed audit trail tracking who edited quotes, changed prices, deleted jobs, approved timesheets, issued refunds, or changed permissions — with old/new values and exportable history.
Public API with API keys, webhooks, Zapier/Make integration, QuickBooks, payroll providers, Google/Outlook Calendar, Stripe, fleet tracking, and email marketing platforms.
Two-factor authentication, SSO, SAML, role-based access, device management, password policies, and sensitive financial-data permissions.
Shipped features now available in the product.
Standardized, scrollable document overlays across mobile and desktop with a polished Send workflow and consistent PDF output — including service-charge display.
Customers pay inside a YardQuote-branded experience — no Stripe redirects. Supports payment links, quotes, invoices, and the Portal with deposits, partial payments, and recurring billing.
The YardQuote Team calendar links to the contractor's Pro calendar and shows only assigned jobs. Team members can start timers, mark jobs complete, send documents, and create invoices from scheduled work.
Dedicated employee app with jobs, routes, timesheets, clock-in/out, notes, photos, mileage, and team workflows.
Employee-facing portal with assigned jobs, clock-in/out, routes, checklists, notes, photos, drive tracking, and field workflows.
Employee profiles, assignments, timesheets, permissions, payroll tracking summaries, clock-in/out, and job costing foundations.
Improved quote, invoice, client, route, payment, PDF, notification, and Team Hub workflows for reliability and performance.
Smart pricing, service-level measurements, material and labor cost breakdowns, profit margin visibility, AI-assisted notes, and good/better/best options.
Improved invoice statuses, payment syncing, Stripe payment updates, deposits, receipts, and paid/unpaid views.
Expanded roles and permissions system with granular per-employee controls, custom roles, role duplication, permission presets, and per-user overrides.
Desktop web feels like professional business software. Mobile web is fully responsive and field-friendly. The native app is optimized for field use.
Upload a business logo that appears on quotes, estimates, invoices, and receipts.
Responsive SaaS-style overlays for quotes, estimates, invoices, and recurring agreements with full desktop scroll and mobile safe-area support.
Invoices from scheduled jobs update payment status for the specific occurrence without marking the entire recurring series as paid.
Route planning, turn-by-turn directions, job-stop ordering, and mileage tracking for team members.
Recurring service agreements with frequency, pricing discounts, and per-visit scheduling.
Track labor, material, and equipment costs per job against quoted price to see profitability.
Employee timesheet submission, manager review, and approval workflows.
Core business reports including revenue summaries, quote activity, invoice status, and team activity.
Pre-built service packages for quick quote creation with bundled pricing.
Assign and manage custom roles for team members with basic permission sets.
New releases ship regularly, not once a year.
Real contractor feedback shapes what we build next.
See exactly what shipped and what is still in progress.
We build based on real contractor feedback. Let us know what would help your business.
Send FeedbackRoadmap items are planned improvements and may change based on testing, user feedback, provider availability, app-store requirements, and platform limitations. Timing and final functionality are not guaranteed. Completed items reflect work already shipped.