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Landscaping / lawn care

CRM for landscaping and lawn care, from the first estimate to the weekly route

Properties, service plans, jobs, estimates and treatments each get a list. Every request is a deal on one board.

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The Landscaping / lawn care deals board · example data
  1. 01New request
  2. 02Site visit
  3. 03Estimate sent
  4. 04Follow-up
  5. 05Won
  6. 06Lost

A week on the route

  • Your week is a route.

    Each property keeps the address, whether it is residential, commercial or an HOA, the lot size, the service day, how often it is mowed, the gate code, whether there is an irrigation system or a dog, and the access notes. The notes are there before the crew is.

  • Recurring plans are where the steady money is.

    A service plan records the plan (mowing only, full service, a fertilizer program or seasonal cleanups), the season's start and end, the visits, the price per visit or per month, whether it auto-renews and its status.

  • One-off jobs need an estimate first.

    An estimate holds the scope of work, materials, labor and the total, and whether it is sent, approved or declined. Set an automation to add a follow-up task when a deal moves to Estimate sent. A job records the type, the date, the crew, the hours, the price and the status, including a rain delay.

  • Treatments are worth writing down.

    A treatment keeps the property, the day it was applied, the product and its EPA registration number, the rate, the area treated, the applicator and the weather. Search finds any of it from one box.

Your lists, and what each is for

Landscaping / lawn care adds these lists to the Clients, Companies, Deals, Tasks and Notes you already have.

  • Properties

    Use it for every property you serve, so the crew has the gate code and the notes.

    • Service address
    • Property type
    • Service day
    • Mowing frequency
    • Gate code
    • Dog on property

  • Service plans

    Use it for the recurring work: what is included, the price and when the season runs.

    • Plan
    • Season starts
    • Visits per season
    • Price per visit
    • Auto-renews
    • Status

  • Jobs

    Use it for work that is not on a plan: a cleanup, mulch, planting, a patio or snow.

    • Service address
    • Job type
    • Scheduled for
    • Crew
    • Price
    • Status

  • Estimates

    Use it for every price you give, so you can see which ones are still waiting.

    • Service address
    • Sent on
    • Scope of work
    • Total
    • Status
    • Estimate file

  • Treatments

    Use it each time you apply a product to a lawn, so you can say what went where.

    • Property
    • Applied on
    • Product
    • EPA reg. number
    • Area treated (sq ft)
    • Applicator
See every field5 lists, 49 fields

Fields on each list

Properties

  • Service address · Text
  • Property type · DropdownResidential, Commercial, HOA
  • Lot size (sq ft) · Number
  • Service day · DropdownMonday, Tuesday, Wednesday, Thursday, Friday, Saturday
  • Mowing frequency · DropdownWeekly, Every two weeks, Monthly, On call
  • Gate code · Text
  • Irrigation system · Yes / No
  • Dog on property · Yes / No
  • Access notes · Paragraph
  • Photos · Files & photos

Service plans

  • Plan · DropdownMowing only, Full service, Fertilizer program, Seasonal cleanups
  • Season starts · Date
  • Season ends · Date
  • Visits per season · Number
  • Price per visit · Money
  • Monthly price · Money
  • Auto-renews · Yes / No
  • Status · DropdownActive, Paused, Cancelled

Jobs

  • Service address · Text
  • Job type · DropdownMowing, Cleanup, Mulch, Planting, Hardscape, Irrigation, Tree work, Snow removal
  • Scheduled for · Date
  • Crew · Text
  • Hours · Number
  • Price · Money
  • Status · DropdownScheduled, In progress, Done, Rain delay, Invoiced
  • Photos · Files & photos
  • Notes · Paragraph

Estimates

  • Service address · Text
  • Sent on · Date
  • Scope of work · Paragraph
  • Materials · Money
  • Labor · Money
  • Total · Money
  • Status · DropdownDraft, Sent, Approved, Declined
  • Estimate file · Files & photos

Treatments

  • Property · Text
  • Applied on · Date
  • Product · Text
  • EPA reg. number · Text
  • Rate · Text
  • Area treated (sq ft) · Number
  • Applicator · Text
  • Weather · Text

Extra fields on what you already have

On Clients

  • Service address · Text
  • Gate code · Text
  • Preferred day · DropdownMonday, Tuesday, Wednesday, Thursday, Friday, Saturday
  • Billing · DropdownPer visit, Monthly, Prepaid season

On Deals

  • Service · DropdownLawn care, Landscape project, Cleanup, Snow removal
  • Recurring · Yes / No

Where new work comes from

A form on your website and a page where customers book. Both are set up in Settings.

Starts like this

The first minutes, as they go when you sign up.

  1. Step 1: Pick Landscaping / lawn care

    One step adds 5 lists, 49 fields and 6 deal stages. Anything you already have is left alone.

  2. Step 2: Add sample records, if you like

    10 properties, 8 service plans, 10 jobs, 7 estimates and 7 treatments. Around them, a made-up business: clients, companies, deals in every stage, tasks, appointments and notes. All made up, so the Home page, board, lists and reports have something to show on day one. One button removes every sample.

  3. Step 3: Add your first client

    Add the property you are about to bid on, then put a deal on its owner in New request.

  4. Step 4: Start the trial

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What stays the same

Other industries

Don't see your trade? Start without a template and make your own lists and fields. They work the same way. See all templates.

Try CybrRM set up for landscaping / lawn care

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