Getting quotes right is just as crucial as the actual gardening and lawn care work. Below we've outlined an effective quoting process to ensure you can continue to provide accurate quotes to your clients seamlessly.

Many businesses like to perform an in-person visit before providing a customer quote. In this case, your first step is to schedule a one-off assessment visit in SortScape. This is where you'll gather all the necessary information to prepare an accurate quote. Make this visit stand out by tagging it as "Quote" in your schedule. It’s a simple yet effective way to keep your visits organized.

When you're on-site, it’s your opportunity to thoroughly understand the job's requirements. Take detailed notes and don't forget to use SortScape's feature to attach photos of the site. These images can be incredibly helpful later when you're finalizing the quote.

Once you've got all the information you need, it's time to put together the quote. You can create a quote directly from a one-off visit as shown below:

After your quote is approved, the next step is to schedule the work in SortScape. This is described in more detail in this article. Depending on the job, you might set up a one-off visit or recurring visits. This ensures that the job is officially on your schedule and you’re ready to go.

Using SortScape's visit-scheduling and quoting features ensures you stay organized and efficient, setting a clear path from assessment to job completion.

By following these steps, you can maintain a streamlined process for managing quotes, ensuring nothing falls through the cracks as you provide top-notch service to your clients.