Client management for landscapers
A landscaping week is a list of jobs, due dates, and property details that cannot live only in someone's head. ClientPlot keeps each customer, job, assignment, follow-up, and file in one workspace. Open Today for what is due, then use the calendar for the week ahead. This page covers how landscapers run that work. It is not a crew shift planner.
Jobs and due dates on Today
Give each job a customer, a due date, and the next action. Today shows overdue jobs, work due today, and follow-ups that need a call. You start the morning from that list instead of a whiteboard in the shop.
Assign jobs in a shared workspace
On the Team plan, invite the people who do the work and assign a job to someone. Everyone sees the same customers, dates, and notes. Team is a shared workspace with task assignment, a workload view, files, and a calendar. It is not a staff roster or a shift planner.
Property notes and files on the customer page
Gate codes, beds to avoid, photos of the install, and the quote itself live on the customer page with the job. Anyone on the team can open that page from a phone instead of calling you from the driveway.
Follow-ups for estimates and next season
Set a follow-up date and it appears on the Today view when it is due. Leave an estimate, set the next date, and it sits next to the jobs. Spring cleanup pitches and snow contracts still have a home without living in last year's invoices.
A calendar of jobs, not a staff schedule
The calendar shows jobs and due dates by day, week, or month. Saturday work still has a date. Use it to see the job load and keep files with the customer, not to plan who is on which shift.
What you get
- ✓Jobs with due dates on a Today view
- ✓Task assignment in a shared Team workspace
- ✓Property notes and files per customer
- ✓Follow-up dates for estimates and seasonal check-ins
- ✓Calendar of jobs and deadlines
- ✓Free plan to start, works in the truck
Start with the spreadsheet you already have
Turn existing rows into connected client work
Upload an Excel or CSV file, review the suggested mapping, and turn its rows into connected clients, projects, tasks, follow-ups, and due dates where those columns exist. Nothing is saved until you confirm the preview.
- 1
Upload
Bring the tracker your business already uses.
- 2
Review
Confirm the columns and edit rows before import.
- 3
Work
Open connected client records instead of filtering tabs.
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 assigned jobs. Invite them as members on a Team plan, or run solo and use Today and the calendar as your job list.
Is this a crew scheduler?
No. ClientPlot tracks customers, jobs, due dates, follow-ups, and files. On the Team plan you can assign jobs in a shared workspace and use the workload view. It is not a shift planner, staff roster, or route planner.
Can I keep property notes and photos with the job?
Yes. Notes and files sit on the customer page with the jobs and estimates they belong to, so the site details travel with the work.
What does it cost for a small crew?
The Free plan covers one user, one workspace, up to 100 customers, unlimited projects and tasks, dashboard, calendar, and one spreadsheet import of up to 100 rows. You don't need a card to start. The Team plan covers up to five users with a shared workspace, task assignment, a workload view, files, and a calendar.
Run the week's jobs from one list
Customers, jobs, due dates, and follow-ups in one place. Free to start.