Requirements checklist
What to ask for when choosing software for landscaping companies.
A checklist built from how landscaping companies work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Planting plan to quotation
- Plant and material dispatch
- Maintenance visit log
- Plant warranty register
- Maintenance contract schedule and renewals
- Crew schedule and attendance
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For project managers
- For gardeners and crew leads
- For purchase and accounts
Reports to ask for
Ask to see each one with your own sample data.
- Quotes sent, pending, and won
- Profit per project against the estimate
- Crew hours and tasks by site
- Plants and material used by project
- Unpaid invoices by client
- Maintenance contracts due for renewal
Systems it may need to connect to
Note which ones you already run.
- Accounting software export
- SMS
- Payment gateways and mobile wallets
Questions for any vendor
Put these to every supplier you are comparing.
- Can it make estimates from our own rates?
- Does it handle annual maintenance contracts and renewals?
- Can gardeners use it on their phones?
- Can I see where a crew is, and the route for the day?
- Can we see profit on each project?
- How does a housing complex pay its monthly maintenance bill?
- How do invoices reach our accounting software?
- Who owns our project and client data?
- How is it priced?
- We are a small team. Where should we start?
- How soon can crews and estimates move over?
- What should a landscaping firm hand over to start?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Nobody knows who pays for a dead plant
- Visits cannot be proved
- Nursery bills do not match site counts
- Renewals lapse quietly
Prefer to talk it through? See the landscaping companies page.