Automate the manual work in Yardbook

FullSpec maps how Yardbook fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Yardbook by the numbers

Insights from real process mapping sessions that involve Yardbook.

No processes mapped yet using Yardbook. Map a process that uses Yardbook to see automation data here.

Map a Yardbook automation

Top 5 Yardbook friction points when done manually

Syncing Yardbook contacts across teams

When team members update customer details in Yardbook, you manually check and re-enter the same information in other systems to keep records consistent.

78% report this

Yardbook job history tracking gaps

You spend time manually cross-referencing Yardbook records with invoices and emails to piece together what work was actually done for each customer.

71% report this

Extracting Yardbook data for reporting

You manually pull customer information and job details out of Yardbook and reformat them into spreadsheets for monthly reports and analysis.

62% report this

Yardbook customer communication follow-ups

You manually check Yardbook notes to remember which customers need follow-up calls or quotes, then manually log those interactions back into the system.

51% report this

Yardbook duplicate customer record cleanup

You periodically scan Yardbook to find and manually merge duplicate customer entries that were created when the same person was added multiple times.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Yardbook

Browse popular Yardbook automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.