PHC Use Case: Iron Chlorosis

Learn how to set up chemical auto-calculation and sliding scale pricing by DBH. Learn to Propose, Schedule, and Bill for Plant Health Care

Learn how to achieve the following goals in this video tutorial series (below):

1. [ ] Set up your Iron Chlorosis Service (2 mins 30 sec)

2. [ ] Create the Chemical Material

• [ ] Set up the Raw Chemical (do not set this to auto-calculate as it is being diluted in water)
• [ ] Set the Mix to auto-calculate
• [ ] Default it to your service

3. [ ] Set up the Sliding Scale

4. [ ] Create the Plant Inventory

• [ ] Associate the PI with the Service

5. [ ] Create and send your Proposal

6. [ ] Schedule the Service & print a Work Order

7. [ ] Complete the Service in Arborgold Crew

8. [ ] Bill your PHC Service

Step One: Set Up the Service "Iron Chlorosis" 

Go to Settings > Services > Add New

• Name your service and add a default service description. Set Type to Standard, Set a Category and Income Account.

Step Two: Set Up the Chemical Material with Auto Calculation