Capture the outdoor-service request
Preserve desired result, address, access window, contact purpose, frequency and customer-supplied context without estimating unseen work.
Workflow blueprint
Landscape CRM software for evidence-led qualification
A customer-to-site record that protects the original request while measurements, constraints and exclusions shape the commercial offer.
Support landscape sales relationships without claiming automated scheduling, route optimisation, GPS, pesticide compliance, technical design or marketing automation.
TL;DR — Support landscape sales relationships without claiming automated scheduling, route optimisation, GPS, pesticide compliance, technical design or marketing automation.
Record site facts and exclusions
Add measured area, access limits, waste assumption, specialist questions and observations while safety and treatment owners make their own decisions.
Issue a versioned estimate
Tie scope, quantities, visit pattern, commercial terms and exclusions to one reviewed offer that later changes cannot overwrite.
Hand accepted work into delivery
Store customer acceptance and the exact baseline while scheduling, crew assignment, field variation and billing stay downstream.
Page-specific decision aid
An enquiry, site-observation, estimate and accepted-work handoff card
The card follows a recurring garden request through an access window, measured area, waste assumption, a tree-work exclusion and a question awaiting specialist review. The accepted estimate becomes the delivery baseline, not an automated schedule or route.
- ✓A customer description cannot price an unseen site.
- ✓CRM acceptance does not assign a qualified crew.
- ✓The billing workflow starts after this handoff.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Enquiry site observation estimate and job handoff remain separate
- ✓Contact permission is recorded by communication purpose
- ✓Accepted work references one frozen scope version
- ✓Routing GPS automation pesticide safety and design claims excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow