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
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.
- Lead. Website leads arrive ready to quote.
- Quote. Quotes built from a price book, signed online.
- Crew schedule. Crews scheduled, weather included.
- Job day. Crew time and photos logged on site.
- Invoice. Invoiced when the crew leaves.
- 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.