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Pro teams let you give landscapers, contractors and your other regulars their own prices. They sign in on your store, see their pro prices, and add a job and PO number to every order. Everyone else checks out the same as always.

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Turn it on

Tap Settings, then Pro teams, and turn on Offer pro accounts. You don’t need Fleet. Now your store’s menu has Pro sign in, and Customers has a Pro teams tab. Leave Let customers apply on to also show Apply for a pro account on your store.

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Make a pro team

1

Open the customer

Tap Customers, open the person who runs the company, and tap Make a pro team. Or tap the Pro teams tab, then New pro team.
2

Name the team and set the discounts

Use the company name. Set a Material discount and a Delivery discount as a percent. Either one can be 0.
3

Pick the job rule

Whether pros pick a job at checkout: Off, Optional or Required.
4

Invite members

Tap Invite member and add the people who order for the company, like the owner, office staff and crew leads. They get an email with a link to sign in, or a text if you’ve set up text messages.
Two more switches on each team:
  • Members can add jobs: anyone on the team can add a job, not just the owner.
  • Buyers can see all team orders: off at first, so each person sees only their own orders. The team owner always sees all of them.

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Applications from your store

When someone fills in Apply for a pro account, you get a notification on the bell and an email. Find it under Customers, then Pro teams, then Requests.
  • Approve: pick their discounts. The team is made and their invite goes out.
  • Decline: you can send them a polite email.

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How pro pricing works

  • Pros see their price with your regular price crossed out, on your products and in the cart. With a delivery discount, their delivery price is lower too.
  • The pro discount comes off first. The 2% fee and the card fee follow your usual choice in Payments & fees.
  • Pros pay by card at checkout, like everyone else.
  • Prices are locked in when an order is placed. Changing a team’s discount only affects new orders.

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The team page

Open a team to see what they’ve spent this month, this year and all time, plus their members, jobs and recent orders. Tap View all orders to open your orders list showing only that team.
  • Pause a team: set it to Paused. Members can still sign in and order, at your regular prices.
  • Remove someone: tap Remove next to their name.
  • Invite didn’t arrive? Tap Resend invite.

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Pro orders in the app

  • Orders: pro orders have a Pro tag. The order page shows the team, who ordered, the job and the PO number. In the orders list, filter by Pro team or Job.
  • Customers: pros have a Pro · team name tag.
  • Phone orders: pick a customer on a pro team and their discount is added for you. See Take a phone order.
  • Invoices: the job and PO number show on the invoice.
Send your pros How contractors order. It explains their side in two minutes.

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Common questions

No. Anyone who isn’t signed in sees your regular prices and checks out the same as always.
Not yet. Pro orders are paid by card at checkout, like every other order.
Not yet. Each team gets one material discount and one delivery discount.