Getting quotes right is just as crucial as the actual gardening and lawn care work. While we're gearing up to introduce direct quoting features in SortScape, we've outlined an effective workaround to ensure you can continue to provide accurate quotes to your clients seamlessly.

Your first step is to schedule an 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. For now, we recommend using external applications like Xero or QuickBooks. These platforms are well-suited for creating detailed and professional quotes.

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

Using SortScape in tandem with other tools for your quoting process 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. Stay tuned for updates as we work on bringing direct quoting capabilities to SortScape.