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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