Prepare the property-specific visit
Load the accepted scope version, protected areas, access limits, equipment constraints and source dates before dispatch.
A site visit plan, not heat-safety clearance, chemical guidance, applicator licensing, route optimisation or horticultural advice.
Carry approved property scope into access notes, planned tasks, crew observations, material references, weather deferrals, client questions, completion review and future work.
Load the accepted scope version, protected areas, access limits, equipment constraints and source dates before dispatch.
Separate mowing, pruning, irrigation inspection, material use, obstruction and client questions through attributable notes.
Create weather, equipment, chemical and specialist-review exceptions without turning software into a safety decision.
Distinguish accepted work, client additions, deferred tasks and recurring reminders under named owners.
The plan organises five commercial properties across a weather-sensitive week. Each crew opens the current site scope, records task-level observations, stops questions requiring specialist authority and returns deferred work to a reason-specific queue instead of bulk-completing the visit.
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
Review the existing product areas that support the proposed workflow.
Run the operational calculation, save the result in the URL and share it with your team.
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflowRs 1,000 monthly. Unlimited users, invoices and integrations.