PRO Teams

Custom discounts, Job names, and simplified ordering; BDP's PRO Tools unlock next-level efficiency for your contractors & repeat VIP customers.

Create PRO Team

First, you'll need to make sure to create a Customer record if the individual or business does not yet have one.

Next, click "Create PRO Team" to invite them to become a PRO. The next screen will prompt you to "Assign PRO Team Owner," where you'll select their existing Customer record. Then, you'll enter their PRO Team Name and click Save. This will trigger an email notifying them of their PRO level status.

Consider creating a Customer account for the individual who owns a local landscaping company, and then use the name of their company as the PRO Team Name.

Once they've joined their newly created PRO Team, that Customer will be considered the owner of the PRO Team, whose privileges include:

  • Discounted pricing, at the discretion of BDP User house account

  • Invite (& delete) staff to the PRO Team, other crew members who are authorized to place orders for pick up or delivery

  • Create (& sunset) Job names; elect whether Job names are required or not for order placement

  • Access to organized reporting re: jobs, product, spend, etc.

When logged in as a PRO Team member, these customers will shop through the font-end of your online catalog like any other online customer, except that they'll:

  1. have access to their (secret?) discounted pricing, and

  2. be able to assign Job names if required

note: PRO Team members can always place orders as a guest through your website (when NOT logged in as a PRO), as any other retail customer- for example, if buying for personal use/home property

PRO Team Page

Click on a PRO Team to expand details of their PRO level settings, including:

  • Total PRO Team spend

  • Quick look into details of their most recent order

  • Discount percentages offered on Material and/or Delivery

  • Job Input Rule- whether and how to require Job name selection

  • Active PRO Team members

  • Timeline and log of recent PRO Team interactions

HOT TIP- ONLY ATTEMPT AFTER YOU'VE WORKED WITH YOUR CONTRACTOR CUSTOMERS TO SUCCESSFULLY SET THEM UP AS PRO

  1. Make sure you've uploaded your company logo as an App Icon

  2. Send PRO Team customers a link (email or text) to your BDP log in screen, directing them to log in and select "Remember Me"

  3. Share this documentation on "How to Add Easy Bulk Ordering to your Smartphone," whether iPhone or Android

Now PRO Teams can add your company logo (App Icon) to their smartphone to seamlessly place orders in a few clicks of the thumb. App shortcut will take them to your front-end catalog with any discounts preloaded.

Excited to chat about BDP's PRO Tools? So are we. Contact BDP Support.

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