Lawn Care & Landscaping CRM + Live Dashboard: Done-For-You Setup

We set it up for you. Get the Lawn Care & Landscaping CRM + Live Dashboard built around your business: your customer and property list imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.

Made to order. After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.

Made for lawn care, landscaping and fertilization companies. Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.

What's included

• Everything in the Lawn Care & Landscaping CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card
• Your customer and property list imported from a spreadsheet or CSV, up to 1,000 rows
• Your pipeline stages, team, goals and business name set for you
• A 30-minute setup call
• A walkthrough video of your finished CRM
• 10 team seats, with your team added for you
• 30 days of email support after delivery

What happens after you order

1. Order. We email you within 1 business day to schedule your setup call.
2. Setup call (30 minutes). We confirm your stages, team, goals and business name, and collect your list.
3. We build. We import your list, set everything up and load it into your live dashboard.
4. Review and go. You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.

Have these ready for the call

• Your customer and property list as a spreadsheet or CSV export (up to 1,000 rows)
• Your services and season (start and end months), your crews, and this season's contracts and fert program
• The names and emails of the people who will use it (up to 10 seats, including you)
• Your logo, if you'd like it on your workbook
• Whether you'll use Microsoft Excel or Google Sheets

What it does

• Properties and contracts by service and season, with next season's renewals tracked as sent, signed, declined or not sent
• Visits with crew, minutes and crew size, so man-hours, crew cost and revenue per man-hour figure themselves
• Route-day table (stops per day, minutes per stop, $ per man-hour) and a mowing price check against your goal
• Rain make-up check and rain-day counts, with rain-delay texts to copy
• Fert program rounds applied vs planned
• Upsell attach rate and a no-upsell-yet call list, plus estimates with close rate and follow-ups
• Install job costing (margin, hours vs budget) and a three-week install timeline
• Season-aware revenue goals (the off-season shows no goal) and season-over-season renewal rate
• Copy each crew's route, print a crew day sheet, and copy reminders for renewals still waiting (nothing is sent automatically)

The live dashboard

Your workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Routes & Schedule, Customers & Contracts, Estimates & Upsells, Install Jobs, Crews & Productivity, Invoices & AR and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a contract with no season, the dashboard tells you.

Team seats

Done-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? Extra Team Seats add 5 more at a time, up to 25 in total.

Good to know

• Made to order. This is a setup service plus a digital product; nothing ships.
• We import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.
• Works in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.
• One-time price, no monthly subscription.
• Need custom fields, more than 25 people or something built from scratch? Ask about a fully custom CRM (from $3,000).
• Because every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.
• Figures are estimates from your own data, not financial, legal or tax advice.

Questions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.