Design and Plan
Design is a first-class phase. Treat it that way.
Every design job flows through a dedicated 7-stage Kanban — with its own designer assignments, due dates, and a searchable plant catalog for client-facing deliverables.
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Pool Surround & Outdoor Living
What it does
Design Status Board
On Deck → In Process → Ready for Estimating → Client Review → Revision → Complete, with designer assignment, due dates, tags, and notes on every card.
Auto-created design cards
Moving a deal to In Design creates the design card and updates the designer queue immediately — no manual handoff required.
Plant catalog and palette PDFs
Searchable plant catalog with botanical names, sun/water/maintenance specs, and care guides — generate branded plant schedule PDFs for client presentations.
How it works
Deal moves to In Design
The design card is auto-created and the designer queue updates immediately. No email, no Slack thread needed.
Work through the board
Move the card through seven stages with notes and history at each step. Revisions are tracked, not lost in email.
Build the plant palette
Search the catalog by sun, water, and maintenance. Generate a branded plant schedule PDF for the client handoff.
Hand off to estimating
Move the card to Ready for Estimating. The estimator sees it immediately — no calendar invite, no separate notification.
“Replaced HubSpot and Jobber in one shot. Cut $400/mo in subscriptions.”
Marcus D.
Hardscape contractor, Austin TX
Related features
Proposal Builder →
Turn estimates into branded proposals clients can sign instantly.
Estimating →
Build accurate estimates to back up your design investment number.
Takeoff & Measurement →
Measure on the site plan — quantities flow directly into your estimate.
From the blog
How to Write a Landscape Proposal That Wins Jobs
Most landscape proposals look like invoices. Here is the format that sells the job before the client even reads the price.
Read →ProposalsAnatomy of a High-Converting Landscape Proposal
Six sections. Each one doing a specific job. Here is the structure behind landscape proposals that close at 60% or better.
Read →ProposalsPresent a Landscape Proposal In Person vs. Email: When to Do Each
In-person presentation closes 2-3x more than email for landscape jobs over $15K. Here is when to insist on it and how to run the meeting.
Read →