Landscaping CRM
In landscaping the real income accumulates not on the day the garden is built but in the maintenance carried out over the following years. Yet once the contract is signed, whether the visits were actually made is only discussed when the customer complains.
The visits in the maintenance contract open at the start of the season as dated tasks; the field team closes the task from the mobile app, and location check and photo sit on the same record.
- Run the installation job with its stages on a single record, from the site survey to the quote and from the design to the handover
- Open the periodic visits in the maintenance contract as tasks up front, according to the seasonal calendar
- Let the field team close the visit with a location check; have the photo of the work done and the signature of the person receiving it added to the same record
- Keep plant warranty periods and contract end dates on the record and start the renewal conversation in time
| Installation Project | The site survey, the quote, the installation and the handover are stages of a single project record; the plant list and the irrigation plan sit as attachments to that record. |
|---|---|
| Maintenance Contract and Visit Tasks | The contract is a record with a start and an end date; the visits inside it are dated tasks, and the season's plan is the list of those tasks. |
| Site Verification | The visit task is closed from the mobile app; the location check, the photo attachment and the signature the person receiving the work gives on the signature screen in the mobile app all collect on the same task record, and spoofed location reports are detected. |
| Warranty and Renewal Tracking | The plant warranty period and the contract end date are each a field; the ones approaching expiry drop into a list, and the renewal conversation is started from that list. |
Landscaping work is made up of two separate jobs, and the two are not kept in the same ledger. The first is the installation: the site survey, the design, the plant list, the irrigation system, the handover. The second is maintenance: pruning, fertilising, mowing, irrigation checks - a set number of times a year, on dates tied to the season. When the installation ends the team disperses and the maintenance calendar sits on nobody's screen; and when a plant under warranty dies, whose responsibility it is becomes a matter of argument, because there is no written trace of what was done on which visit.
In Rapitek CRM the maintenance contract is a record, and the visits in the contract are opened up front as dated tasks; which team goes to which site is read from that list. The field team closes the job from the mobile app, the location check shows where the visit was marked, and the person receiving the work signs on the signature screen in the mobile app. Because the plant warranty period also sits in a field on the same record, when a loss is reported, whether the warranty still runs and what was done on the last visit are determined by looking at the record rather than at memory.
The scope of the plans and the separately priced items are written on the pricing page.
