Per-visit pricing
Recurring visits priced per service, not re-estimated every week.
By trade
Landscaping software for route work and project work
Maintenance routes and installation projects need different pricing but the same office. Both are activities here.
For landscaping, per-visit maintenance and per-area installation are declared as separate activities, priced with area or count templates, scheduled on the board and invoiced per visit or per project.
How the cycle runs for this trade
Area templates
Sod, mulch and planting priced from square footage with waste.
Seasonal crews
Assign crews and see conflicts before the truck leaves.
Property history
Everything done at an address stays on that property record.
From first call to payment
- 1
The request arrives as a lead with its source, contact and property.
- 2
You measure it with the template that matches the work and review the priced lines.
- 3
The customer accepts on the share link and the estimate version is frozen.
- 4
The job is scheduled and assigned, with the timeline kept on the record.
- 5
The invoice is issued from the accepted scope and payment is recorded.
Questions
Set it up for your shop
Declare this activity, seed your pricebook and send a measured estimate.
Create an account- Multi-trade
- EN / ES
- Role-based access
- Tenant isolation