TRADES & HOME SERVICES
Landscaping CRM — enquiries, projects and maintenance rounds
Concepts that get walked through rather than emailed, projects staged so they actually get built, and a maintenance round that pays the wages.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“A concept went out as a PDF and was never mentioned again.”
- 02
“The whole garden was priced as one number, and the number was too big, so nothing happened.”
- 03
“Maintenance never got offered at handover, which is the only week anyone would have said yes.”
THE SYSTEM
The landscaping system, running live.
Watch it open a real form, move a job through the boards and fire the automations. Switch to Map to see the whole thing at once.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
Built for your trade, not relabelled. These are the names you'll see in the system.
3 boards
- Leads & Quotes
- Projects — Design and Build
- Maintenance Rounds
3 forms
- Tell us about your garden
- Maintenance enquiry
- How did we do?
2 booking links
- Book a site visit (45 min)
- Concept walk-through (45 min)
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
7 automations, all set to run automatically
- enquiry to card to callback
- site visit booked prompts the access and levels check
- concept follow-up on day three
- won opens the project board
THE INSIGHT
“Most gardens that never got built were priced as one impossible number instead of three possible ones. The project board is staged on purpose, and the concept email prices by stage. **CTA** · See how a landscaping business runs on it **Meta** · *Landscaping CRM Software for NZ Landscapers | Penguin Pilot* — Price gardens in stages, walk concepts through instead of emailing them, and sell maintenance in the week the garden looks its best. ---”
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Change the words.
Every email, task and form question is yours to edit. Most people change a handful and leave the rest.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.
OTHER INDUSTRIES