01 Sold
A proposal that carries its own context.
Start with a proposal package the customer can understand. The sample project, scope, and approval context carry forward instead of becoming a loose note.
Sample proposal
Product tour
A closer look at Sold. Done. Paid.
Follow one landscaping job from the first estimate to the final invoice.
Sample data
02 Done
A field day built from the approved plan.
Move the accepted scope onto the work board where crews can see assigned work, due items, progress, comments, photos, time, and materials.
Sample work board
03 Paid
An invoice and customer history from the same job record.
Close out with the invoice and customer history connected. The sample invoice is paid with a succeeded card payment, and the customer record shows the paid totals beside notes and job history.
Sample invoice
How it comes together
See what your office and crew can do together.
Follow one landscaping job from the first estimate to the final invoice. Estimating, work orders, crew time, photos, materials, equipment, invoicing, and payments run as one connected system — the same tools your team touches every day.
- Sold: production-rate estimating, proposal packages, approval, and deposit/payment context.
- Done: work orders, crew assignments, field photos, materials, equipment, time, and completion notes.
- Paid: invoices, payment status, job costing, and QuickBooks-ready closeout records.
Want it configured for your operation?