May 24th 2023 Webinar: Plant and Lighting Installation (Part 1: Installation) with Elizabeth and Jerry

This is a two part webinar focusing on presentation and accurate profit-driven estimation with efficient client communication and follow up.

OUTLINE & USE CASE DOCUMENTATION LINKS

• 1: Winning Landscape Proposal Features* (Skip to 14)
• 2: Service & Program Set Up for Plant and Lighting Install
• 3: Material Set Up: Lighting Equipment 
• 4: Material Set Up: Topsoil & Mulch - Estimated Time & Auto Calculation
• 5: Material Set Up: Perennials, Bulbs, & Japanese Maple Tree 
• 6: Defaulting your Materials to a Service
• 7: Landscape Measuring Tool: Topsoil & Mulch
• 8: Landscape Measuring Tool: Perennials & Bulbs
• 9: Plant Inventory: Japanese Maple Tree
• 10: Excel Upload Feature for Additional Materials
• 11: Recurring Service Plan & Default Estimated Crew
• 12: CAD Tool, Service Pictures & Attachments
• 13: E-Proposal Features for Landscape (Locking Services)

14: Leveraging Notes Field for Sales-Production Communication

Authored by: Elizabeth on 05/30/23