CRM for Landscaping Companies

• The problem

  Last season's maintenance customers are not asked to renew until the grass is growing.

  In Kompot.ai

  Keep the contract season and the renewal date on the customer. Before spring an email campaign goes to the segment of last year's maintenance customers, the new agreement is sent for e-signature, and a scheduled workflow creates a task to call those whose renewal date is close.

• The problem

  Rain washes out a mowing day and half the customers are never told.

  In Kompot.ai

  Each visit is a job with a crew and a time window on the shared calendar, so the office knows exactly which lawns were due. Move them to the next dry day and message those customers a saved reply from their conversation log.

• The problem

  A patio and planting quote goes through round after round and the versions pile up in email.

  In Kompot.ai

  Price the plants, stone, soil and labor from your catalogue into one estimate and send it from the opportunity. You see when it is viewed, every revision stays on the same record, and after approval the deposit is billed as an invoice of its own with a payment link.

• The problem

  The crew comes to start up the irrigation and nobody knows where the controller is.

  In Kompot.ai

  Custom fields on the customer hold the zones, the controller location, the backflow device and where the shutoff sits. Photos from last fall's blowout are on that job, so the spring start-up begins with what was found then.

• The problem

  Monthly maintenance billing and one-off extras like mulch get mixed up or missed.

  In Kompot.ai

  Bill the contract as a subscription invoice every month of the season. Mulch, aeration or a storm cleanup goes on its own invoice from the price list, and both sit on the customer's page showing what is paid and what is overdue.

What you keep on record

Property notes

Lawn areas, beds, slopes, gate width and code, dogs and where the clippings go, as custom fields on the customer.

Irrigation system

Zones, controller location, backflow device and shutoff, plus photos from each start-up and blowout.

Seasonal agreement

Which services the contract covers, the season dates and the renewal date, with the signed document on file.

Plants, materials and labor

Plant sizes, stone, mulch, soil and crew rates in the product catalogue for design-build estimates.

Questions owners ask

Can I manage seasonal maintenance contracts and renewals?

Yes. The contract terms and the renewal date are fields on the customer, the agreement is signed by e-signature, and the season is billed through subscription invoices. An email campaign and a scheduled workflow carry the renewal push before spring.

Does it work for design-build projects, not just mowing?

Yes. A patio or a planting job is an opportunity with an estimate, a deposit invoice followed by a balance invoice, and a project that groups the tasks and jobs. Share the project with the customer by link and they follow the tasks and comment.

How do crews know what to do at each property?

The job on their phone shows the address, the time window and the property notes: gate code, dogs, beds to leave alone, where clippings go. Crew leaders add photos and notes after the visit, and these stay in the property's history.

Can it reschedule visits around the weather by itself?

No. Kompot.ai does not read forecasts. You move the affected jobs on the calendar yourself; what it saves is the phoning, because the customers on those jobs can be messaged from their records with a saved reply.