Client management for landscapers

Landscaping is seasonal, and the money is made by whoever books the season first: spring cleanups sold in late winter, snow contracts sold in fall. That takes a customer list with reminders attached, not a stack of last year's invoices. ClientPlot keeps customers, estimates, jobs, and crews on one screen. This page covers how landscapers use it season to season.

Sell next season before it starts

Set a follow-up on every customer at season's end: spring cleanup pitch in February, snow contract pitch in September. ClientPlot emails you when it is time, and your book fills before competitors send their first flyer.

Estimates with a built-in chase

Log the estimate as a task, set the follow-up, win the job. Property notes, photos, and the quote itself attach to the customer so the crew knows exactly what was sold.

Crews, routes, and weekends

Assign jobs to crew members, plan shifts including Saturdays, and see the week on a calendar. Team plans add a workload view so trucks and crews are balanced instead of guessed.

Property details on every phone

The gate code, the sprinkler heads to avoid, the dog that hates mowers: it lives on the customer page, visible to the crew, instead of in the foreman's head.

What you get

  • Seasonal follow-ups that fill the book early
  • Estimates tracked with reminders to chase
  • Crew shifts and weekend scheduling
  • Property notes and photos per customer
  • Free plan to start, works in the truck

Frequently asked questions

Can it handle both recurring maintenance and one-off jobs?+

Yes. Weekly mowing lives as recurring tasks, and projects group bigger one-off work like a patio build, all under the same customer.

Do my crew members need accounts?+

Only if you want them to see or update work. Invite them as members on a team plan, or run solo and use the calendar as your route sheet.

What does it cost for a small crew?+

Free for one user and five customers to try it. The Team plan covers up to five users with shifts, on-call, and the workload board.

Book the season before your competitors wake up

Customers, estimates, and crew schedules in one place. Free to start.

See also