A practical workflow for your service jobs
Prepare for the property visit
Record access notes and the requested work on customer and job records. Keep before/after photos and service history so the next assigned technician can review relevant details. There is no dedicated landscape plan, plant inventory, or irrigation-zone editor.
Review the schedule and driving order
Set working hours and time off, then assign available technicians. A Google Routes preview suggests a driving order for one technician's open jobs on a date, starting and ending at your business address. Review appointment times before using a different order.
Separate recurring service from billing
Use weekly, monthly, or other supported agreement cadences to generate service jobs. Create invoices separately after reviewing the work and price. If weather changes the plan, your office adjusts the affected visits and communicates with the customer.
Explore the connected workflows
Dispatch suggestions
Review technician suggestions based on job skills, availability, and open workload. Assign visits and manage the day from your dispatch board.
AI estimate drafts
Draft invoice line items from a job description and optional photo. Review quantities, parts, labor, and prices before issuing an invoice.
Route previews
Preview a technician's stop order with Google Routes, estimated distance, and driving time. Review appointments before using a different order.
Online booking
Share a booking link with office-reviewed requests or opt-in instant booking. Set services, hours, eligible technicians, and your service area.
Recurring service visits
Set a recurring service schedule for a customer, generate due visits, and review the resulting jobs in dispatch. Invoicing remains a separate step.
Technician app preview
Preview technician workflows for assigned jobs, photos, service signatures, and owner-enabled field invoicing. iOS and Android distribution is pending.
Frequently asked questions
Which service workflows are included?
Organize landscaping service jobs, property notes, technician availability, route previews, recurring visits, photos, and reviewed invoices.
Which specialist capabilities are not included?
Weather-triggered rescheduling, multi-crew optimization, seasonal contract automation, phase dependencies, equipment allocation, material delivery coordination and automatic customer charges are not available.
Are online payments and the native app ready without setup?
Online payments require a configured connected Stripe account. Optional ACH depends on eligibility and configuration and can settle later. Native iOS/Android distribution is pending; web technician workflows are available in the workspace.
Will recurring visits automatically charge my customers?
No. Recurring agreements generate service jobs for office review. Your team creates and issues invoices separately. Automatic recurring charges, financing, and QuickBooks/Xero synchronization are not included.
Review the plan limits and try a representative job in your workspace before choosing a plan. Online providers require configuration, and native distribution remains pending.