Clients

View clients and log their requests.

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Client Hub

All clients, one place. Click a row to open their hub.

Client Property Type Status

Lawn Route Notes

Quick info for crews while they’re on the road.

  • Open a client to see their property address, contact info, and any special notes.
  • Use Requests to log anything extra you notice on site (sprinkler issues, bed cleanups, shrubs that need trimming, etc.).
  • If a homeowner asks for more work, add a Request with what they said so the office can follow up.
  • Keep notes clear and simple so anyone reading the request knows exactly what needs to be done.

Rule of thumb: if it might matter later, make a Request for it.

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Client Name
Property address • Type • Status

Track what they’ve asked for. Use this to remember conversations and feed quotes.

Quotes are priced work. Line items here will feed jobs and invoices.

Quotes

Jobs reflect approved work crews perform. They can edit notes while on site.

Jobs

Invoices pull from jobs. Each has an invoice date and auto 15-day due date.

Invoices