Reports are how you prove your value, win more work, and keep crews accountable. Here's how landscape companies use them day to day.
For your customers
After a site walk. Send your client a report the same day you walk their property. Photos and findings, organized in one place. It shows you're paying attention before they ask, and it builds trust over time.
Contract bids and new property assessments. Walk the property before you submit your proposal and attach a report to it. Most competitors hand over a price and a scope. A report shows the client exactly what you see, which justifies your pricing and sets your bid apart from the others on the table.
Seasonal inspections. Run a spring startup or fall shutdown walkthrough and send the report as a professional summary. It sets expectations for the season and creates a paper trail you can reference if questions come up later.
Zero-dollar inspections. Start the conversation without the pressure of a quote. Document everything, toggle off the price field in report options, and share it. That's a faster turnaround, and clients often come back with a proposal request once they see the scope.
For your crews
Crew-specific work orders. Filter your issues by category before creating a report and you've got a crew-specific work order. Irrigation issues go to the irrigation crew. Tree work goes to the arborist. Turf problems go to the mowing crew. Each person gets exactly what they need, with a map showing where each issue sits on the property.
Post-inspection punch lists. After a quality control walk, select the issues your crew missed and generate a punch list. Text the link to the crew lead or print the PDF and leave it at the shop. No back-and-forth about what needs fixing.
Use cases you might not have thought of
Snow hauling documentation.
When a property runs out of room to pile snow, you need to show the client what's sitting where. Walk the site, photograph each pile, drop a pin on the location, and log the hauling price. Send the report to the property manager so they can see every pile and what it'll cost to move. If they approve and you're subbing out the hauling work, send that same report to your sub. They've got everything they need without a phone call.
Enhancement sales pipeline.
Use site walks to document upsell opportunities like overgrown beds, failing hardscape, irrigation gaps, or tree hazards. Create a report grouped by enhancement type and bring it to a client meeting. The photos and locations make the case for you.
Warranty and liability protection.
Document pre-existing conditions when you take over a new property. Photograph damage, drainage issues, or hazards that were there before your crew touched it. That report becomes your CYA if anything comes up later.
Board and stakeholder presentations.
For strata or HOA properties, a professional report with photos and a site map speaks louder than a verbal update at a board meeting. Print the PDF or share the link, depending on what the board prefers.
Good to know
You can create reports from the mobile app or web. Select your issues, tap the report button, and share by link, text, email, or PDF.
Report options let you show or hide the price field depending on your audience.
Filter by category or date before creating a report to keep it focused on one crew or one visit.
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