Example workflow · Landscaping & construction trades

From website lead to signed contract.

How a landscaping or trades company can quote, schedule crews and get paid with less office time.

Example workflow video

Illustrative example This is an illustrative example with a fictional business, people and data. Every DSVG setup is built around your business, your team and the systems you already use. Video length 1:31, with narration.

What the example shows

Six steps that run on their own.

People stay in control: anything sensitive, unusual or costly is approved by your team before it goes out.

  1. Lead. Website leads arrive ready to quote.
  2. Quote. Quotes built from a price book, signed online.
  3. Crew schedule. Crews scheduled, weather included.
  4. Job day. Crew time and photos logged on site.
  5. Invoice. Invoiced when the crew leaves.
  6. Renewals. Next season sold before it starts.

Built for your business

Your workflow will look different, and that is the point.

Relevant to: Landscaping, roofing, remodeling and construction trades. We start by understanding how your business actually runs, then automate the parts that save the most time. Nothing is copied from a template.

  • Website lead captured with photos
  • Quote priced and signed online
  • Crews scheduled, rain day moved
  • Crew time and photos logged
  • Balance paid online
  • Next season sold in advance

See what this could look like in your business.

Start with an Operational Assessment, or call (347) 728-7643.