Customer Solution
Bernie's Backyard Lawncare Portal
Lawn Care & Landscaping — Field Service Management
Last updated: 2026-07-12
What It Does
Public site — Customers visit the landing page to see service offerings, contact details, and a prominent "Get an Estimate" button. The estimate request form collects name, email, phone, desired services, and a message. All content (business name, service list, contact info) is pulled live from Settings — no code changes needed to update it. The public site also shows the business logo if one has been uploaded.
Admin portal — The business owner logs in with a password to access a feature-complete management suite: scheduling jobs on a live calendar, managing client records, generating PDF estimates and invoices, tracking employees, viewing revenue reports, and configuring all business settings — all from one URL with no separate app to install.
Portal Modules
| Module | What It Does |
|---|
| 🏡 Dashboard | Live snapshot — today's job count, client count, new requests, revenue; recent jobs panel |
| 🌿 Jobs | Schedule field visits with client, service type, date, time, recurrence, employee assignment, and price |
| 📅 Calendar | Month-view calendar showing all scheduled jobs; click any day to add a job |
| 👤 Clients | Full client directory with contact details, service address, status, notes, and job history |
| 👷 Employees | Employee roster with name, email, phone, role — for assigning to jobs |
| 📋 Estimates | Create and send quotes with PDF export and email share; one-click Convert to Invoice |
| 💰 Invoices | Line-item invoices with PDF export, email share, and status tracking (Draft → Sent → Paid) |
| 📬 Service Requests | Inbound estimate requests from the public site, with a red badge showing new-request count |
| 📊 Reports | Monthly revenue chart, job status breakdown, top clients, estimate conversion rate |
| ⚙️ Settings | Business info, logo, service types, invoice/estimate numbering, blocked days, password |
| 📖 User Guide | In-portal help guide covering every module (accessible from sidebar) |
Documentation Pages
| Page | What You'll Find |
|---|
| Admin Guide | Day-to-day usage: every module explained with workflow details |
| Credentials | Live URLs, login info, Cloudflare resources, Worker secrets |
| Dev Reference | Architecture, DB schema, file structure, API routes, auth flow |
| AI Handoff | Rules for AI session continuation — FUSE-safe commit pattern, gotchas |
| Deployment | Step-by-step commands: D1 migration, Worker deploy, Pages setup |
| User Guide | End-user walkthrough of every feature — the same guide embedded in the portal |