Design and Plan

Design is a first-class phase. Treat it that way.

The design phase in Ledge, landscape design-build software, gets its own stage board, a signed design fee, plan markup and a searchable plant catalog.

Talk to Edgar
Ledge deal panel Design tab for 4102 Bee Creek Road: the stages from On Deck to Complete with In Design current, and the design quote awaiting signature with a $1,400 design fee and $350 permitting

What it does

Design Status Board

On Deck, In Design, Design Review, Revisions, Final Review and Complete, with On Hold when the client goes quiet. Designer and tags on every card.

A design fee, signed

Quote the design fee and permitting, send it for signature, and see on the deal whether it is awaiting signature or signed.

Plant catalog and palette PDFs

Searchable plant catalog with botanical names, sun/water/maintenance specs, and care guides. Generate branded plant schedule PDFs for the client handoff.

How it works

01

Deal moves to In Design

The design card is auto-created and the designer queue updates immediately. No email, no Slack thread needed.

  1. 1Every design job, by stage.
  2. 2Days waiting, and who it waits on.
  3. 3The designer picks it up from here.
02

Work through the board

Move the card from On Deck through In Design, Design Review and Final Review, with a note at each step. The history stays on the deal, not in email.

  1. 1Each card is one job.
  2. 2Move it to the next stage.
  3. 3Or hold it while the client decides.
03

Build the plant palette

Search the catalog by sun, water, and maintenance. Generate a branded plant schedule PDF for the client handoff.

  1. 1Search by name, botanical name or need.
  2. 2Sun, water and native on every plant.
  3. 3Pull the plant list from the project.
  4. 4Generate the branded palette PDF.
04

Hand off to estimating

Mark the design complete, or request the quote, and the deal moves to In Estimating. The estimator sees it on the board. No calendar invite.

  1. 1Mark the design complete.
  2. 2Or request the quote. The deal moves to In Estimating.
  3. 3Estimating is next in the lifecycle.

Questions

Asked by owners.

Does Ledge handle the design phase, not just the estimate?

Yes. Design has its own stage board, On Deck to Final Review, with designer assignments, a signed design fee, a markup tool for plans, a design file library and plant lookup for client palettes.

How is this different from Aspire or LMN?

Aspire and LMN manage the business and treat design as a line on the job. Ledge treats design as its own phase, with its own fee, board and handoff into estimating.

The deal

Stop treating design like a checkbox. Give it its own board.