Built into the code
- •Vertical pack and pipeline
- •Contacts, forms, bookings
- •Website and link pages
- •Products, quotes, invoices
- •Agency and white-label controls
Field & Form Landscapes · Sample business
Landscaping
Which quote becomes the next installed project?
Keep property details, estimate requests, project scope, scheduled work, photos, and customer follow-up together.
The operating promise
Carry each property from site visit and quote through scheduled work and follow-up.
The system calls them
Properties
The work is called
Jobs
Main operating view
Job board
Suggested client offer
$149/mo
A business you can recognize
Field & Form Landscapes
Field & Form LandscapesSample data
Properties
Job board
New leads
Bookings
Products
Website
Link pages
Job board
Service Pipeline
New lead1
Garcia property
Sod installation · site visit requested
Quote sent1
Briar Lane courtyard
Beds and planting · $6,900
Scheduled1
Hampton residence
Drainage and grading · Monday
Active recurring0
Renewal due0
Won0
Cancelled0
The customer journey
One business record from first contact to the next sale.
- 01website
Find
The site shows completed projects, services, the service area, and the estimate path.
- 02booking
Visit
The request captures the property, project type, timing, and customer details.
- 03storefront
Quote
Landscape services become reusable quote and invoice line items.
- 04crm
Install
The job board keeps the property, scope, quote, schedule, notes, and follow-up connected.
- 05phone agent
Answer
The receptionist records the caller, property address, request, and callback number.
- 06link page
Show
One mobile page keeps recent work, estimate, review, and contact links together.
01Customer records
The Service Pipeline.
The pipeline, property fields, forms, and activity language come from the Lawn Care & Landscaping pack. The sample records show the operating rhythm without pretending they are customer data.
Field & Form LandscapesSample data
New lead1
Garcia property
Sod installation · site visit requested
Quote sent1
Briar Lane courtyard
Beds and planting · $6,900
Scheduled1
Hampton residence
Drainage and grading · Monday
Active recurring0
+ 3 more stages
Property fields
Property addressLot size (sq ft)Service frequencyServicesAnnual contract value ($)Renewal anniversaryGate / access notesPreferred service day
Activity language
Service visitWeather rescheduleQuote sentRenewal outreachPhoto
02Booking
The request enters the business once.
The seeded Request a free quote collects the details this operator needs. The submission feeds the same contacts, pipeline, and activities used by the rest of the system.
Request a free quote
Built inField & Form Landscapes
Request a free quote
Tell us about your property. We'll come out within 48 hours and price it.
Name
Phone
Email
Property address
Services you're interested in
Preferred start date
Send request
03Website
The public face belongs to the operator.
The site record, public page, brand, domain, and contact paths live beside the customer system. The mock below shows how the room can present the business, not a generic software dashboard.
White-label website
Built inField & Form LandscapesAboutGet started
Solo operators to 10-truck landscaping crews.
Carry each property from site visit and quote through scheduled work and follow-up.
Keep property details, estimate requests, project scope, scheduled work, photos, and customer follow-up together.
Request a site visitConnected paths
Request a site visit
See recent projects
Service areas
04Link page
One small page keeps the next action obvious.
The link page can carry booking, service, payment, review, and social destinations while recording activity back in the workspace.
Client link page
Built inField & Form Landscapes
Carry each property from site visit and quote through scheduled work and follow-up.
Request a site visit
See recent projects
Service areas
Clicks tracked in CRM Stack
05Selling flow
Products and services become reusable business items.
The built-in catalog feeds quotes and invoices. Payment collection needs the operator's Stripe account or payment link, so the room labels that connection instead of drawing a finished cart that the repo does not ship.
Products, quotes, and payment path
Payment connectionField & Form LandscapesServices
Sod installation
Reusable product or service
Request quote
Planting and beds
Reusable product or service
Add to quote
Drainage and grading
Reusable product or service
Add to quote
CRM Stack ships the catalog and quote or invoice record. Connect the operator's Stripe account or Payment Link for collection.
06Phone agent
The first conversation enters the same system.
The Relay intake can match a lead, store the transcript, log the activity, score the opportunity, and create follow-up work. A provider number and runtime still need to be connected by the operator.
Built-in receptionist base
Receptionist base☎Relay intake
Incoming call
Field & Form Landscapes
“Thanks for calling. How can I help you today?”
It takes down
Caller nameCallback numberReason for the call
Signed Relay events can create or match the contact, store the transcript, log the activity, score the lead, and create follow-up work. The operator still connects the provider number and runtime.
Setup truth
What ships. What gets connected. What stays customizable.
The owner controls the software beneath the room. The operator supplies the business identity and third-party accounts.
Connect during setup
- •Hosting and domain
- •Email delivery
- •Stripe or payment link
- •Phone provider and Relay runtime
- •Brand assets and business details
Shape for the operator
- •Services and prices
- •Forms and custom fields
- •Pipeline stages
- •Phone script
- •Pack feature opportunities
Two different prices: the software license is what the owner or agency pays to own the system. The $149/month figure is the pack's suggested client offer for an agency selling this landscaping system as a managed service.
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