Programs & seasons · Pro

Program & Season Management Software

Recurring service that runs on its own calendar — and enforces it. Build the 5-round fert plan once; the rounds start, generate visits, and complete on schedule, so a treatment never gets missed. Available on the Pro and Scale plans.

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Multi-round fertilization program dashboard with seasonal application windows

Windowed rounds

The chemical-application workflow generic schedulers don't have.

A fertilization plan isn’t "every 6 weeks." Round 2 has to happen between certain dates or the treatment doesn’t work — and a generic recurring schedule doesn’t know that. Here, each round carries a window: visits are generated inside it, the round flips to In Progress when the window opens, and it completes when the work is done or the window closes.

Statuses advance automatically overnight, so the program summary always shows you where every round stands — and what’s at risk of falling outside its window — without anyone updating a spreadsheet.

A program in practice

Round 1 — Early Spring Pre-emergent

Mar 15 – Apr 15

Completed

Round 2 — Late Spring Weed Control

May 1 – May 31

Completed

Round 3 — Summer Feed & Spot Spray

Jun 15 – Jul 15

In Progress

Round 4 — Early Fall Recovery

Aug 25 – Sep 25

Not Started

Round 5 — Late Fall Winterizer

Oct 15 – Nov 15

Not Started

Round statuses advance automatically overnight as windows open and work completes.

  1. 1

    Build the program

    Start from a template or from scratch: name the rounds, set each window, add application notes (soil temps, weather rules).

  2. 2

    Link the jobs

    Every customer on the program is an active job linked to it — new sales join the program mid-season without disturbing it.

  3. 3

    Generate visits

    One round or the whole program: visits are placed inside each window for every linked job, ready for the route planner.

  4. 4

    Bill by round

    When a round completes, generate one invoice per customer for it — or batch a season of rounds together.

From plan to paid

Set it up once. Sell it all season.

The program is the product: a 5-round fertilization plan, a quarterly pest schedule, a PHC calendar. You build it once, and every customer you sell it to becomes a job linked to it. Visits, windows, and billing all follow from that one structure — which is why operators who run programs stop losing treatments to the calendar.

Seasons

Bound the work to a season, then roll it into the next one.

Define "Summer 2026" or "Snow 2026–27" and tie jobs, programs, and visits to it. Activate a season to open it for scheduling, suspend it if work pauses, end it — or let it auto-end when its date passes. The season summary rolls up revenue, visit counts, and job totals, with CSV export for your end-of-year close.

At season change, the Season Planner and Renewal Wizard carry your recurring book into the new year — programs copy forward with every round window shifted, jobs copy with an optional price uplift. Close one year cleanly, open the next in an afternoon.

Works together

Programs connect the season end to end

Contracts & renewals

Roll programs and jobs into next year with a price uplift — or automate it with contracts.

Scheduling & routing

Generated round visits land on the calendar and route planner like any other work.

Questions

Programs & seasons FAQ

What exactly is a program round?

A round is one step of a recurring program — "Round 1 – Early Spring Pre-emergent" — with its own date window (say, March 15 to April 15). Visits for that round are generated inside its window, and the round’s status advances automatically overnight: In Progress when the window opens, Completed when every visit is done or the window closes.

How do visits get generated from a program?

From the program summary you generate visits for one round or the whole program. Every active job linked to the program gets its visits placed inside each round’s window. The program’s season must be Active for generation to run — that guard keeps next year’s planning from accidentally putting work on this year’s calendar.

Do I have to build every program from scratch?

No. You can start a program from a template — common program structures with their rounds already filled in — then edit the windows and details to match your market.

How does per-round billing work?

When a round completes, you can bill it in one pass: one invoice per customer for that round. You can also batch a season’s worth of rounds together. Generated amounts come from each job’s accepted estimate.

What does a season do for me?

A season — "Summer 2026," "Snow 2026–27" — bounds your work to a service year. Jobs and visits tie to it, filtering and renewals stay inside it, and the season summary rolls up revenue, visit counts, and job totals (with CSV export). Seasons can be activated, suspended, or ended, and auto-end when their date passes.

How do programs roll into next year?

Renewing a program copies it into the new year: same rounds with every window shifted forward (cross-year and leap-day windows adjust automatically), statuses reset, and the year in the name updated. The Renewal Wizard and Season Planner handle the rollover — see Contracts & Renewals.

Which plans include programs and seasons?

Programs & rounds and Seasons & the season planner are available on the Pro and Scale plans. Core scheduling and jobs are on every plan, so Starter operators can still run recurring work — programs add the windowed, self-enforcing round lifecycle on top.

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