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Landscaping

Garden enquiries keep arriving, but the survey and quote trail is scattered.

Rocketly links villa garden, residential landscape and roof terrace enquiries from WhatsApp, Instagram DM, web forms and email to a single project record. Site survey, design revisions, the install calendar and the maintenance agreement stay on one screen.

Where a Garden Enquiry Breaks Between Survey and Install

Villa garden, residential landscape and roof terrace enquiries scatter across WhatsApp, Instagram DM and web forms, so no shared record shows who replied about which plot.

The site survey is agreed on a phone call; plot dimensions, slope, the existing irrigation line and soil notes circulate as photos between crew members and disappear.

As design revisions and plant lists change, quote versions multiply, and which version the client actually approved becomes an argument later on.

The install calendar slips with weather and nursery supply, and because nobody owns the update, the waiting client calls the crew leader on site instead.

Seasonal work — irrigation start-up, pruning, feeding — goes unreminded, so the maintenance agreement quietly lapses instead of being renewed.

Where Garden Design Enquiries Come From

Instagram DM and Story Replies

People who see your finished gardens and terraces usually DM. Story replies land in the same conversation, so the first contact is not lost.

WhatsApp Business

Plot photos, rough sketches and "do you work in this area?" questions mostly arrive here, and the survey slot is agreed in the same thread.

Website Form and Chat Widget

A project enquiry form with fields for plot size, area and budget range turns a visitor straight into a project record.

Meta and Google Lead Forms

Campaign lead-form records sync into the CRM, so you can see by source which campaign turned into a site survey.

Corporate Email and Tender Threads

Property managers, hotels and developers work over email; attachments and quote versions attach to the same company record.

Phone Notes and Referrals

Calls and neighbour referrals are noted on the record, so the process still runs on one history.

What Your Landscaping Firm Runs Inside Rocketly

Collect Garden Enquiries in One Inbox

WhatsApp Business and personal line, Instagram DM and story replies, Facebook Messenger, Telegram, email and web forms — the sources your firm connects appear on one screen. Rocketly supports 12 channel types; you decide which ones to open.

Schedule the Site Survey

A shareable booking page lets the client pick a survey slot; the appointment syncs to Google Calendar and is assigned to the designer going out. Address, plot notes and access details stay on the same record.

Give the Project a Stage

Build your own stages: Enquiry → Survey → Design → Quote → Approval → Install → Maintenance. The board shows which project is waiting where, who owns it and how long it has been sitting.

Document the Plant List and Quantities

Use the quote module to itemize plant schedule, hard-landscaping quantities, irrigation runs and labour, then share it as a PDF. A revision creates a new version on the same record, with view and approval status visible.

Attach the Irrigation and Maintenance Agreement

Record maintenance scope, visit frequency and the renewal date in the contracts module. As renewal approaches a task opens for the owner, and the client history stays in one place.

Set Seasonal Maintenance Reminders

Drip sequences create a reminder rhythm for spring irrigation start-up, summer feeding, autumn pruning and winter protection visits. Your team edits the wording and decides when it goes out.

AI Reply Drafts and Thread Summaries

AI drafts replies from your knowledge base on service scope and process, and summarizes long threads. It makes no plant-health assessment and quotes no square-metre price; your team approves the content.

Keep Site Photos on the Project Record

Survey photos, before-and-after frames and drawing exports attach to the project in the media library, so the designer, crew leader and account manager look at the same visual history.

Channel and Project-Type Reports

With 38 ready-made report types, use your own data to see which channel turns into a survey and which project type turns into an approved quote and a maintenance agreement.

Ready to bring the customer communication you connect into one shared workspace?

Configure your process, team and connected sources at a pace that fits your operation.

What AI Speeds Up in Landscaping Threads — and What It Does Not

AI can prepare drafts and summaries from conversation context; your team decides what is shared with customers.

Drafts Replies

Produces a draft for recurring questions about service scope, coverage area and process steps from your knowledge base; the team edits it and decides whether to send.

Summarizes Long Project Threads

Summarizes months of design revisions and approvals so a designer taking over sees the context without rereading everything.

Helps Classify the Enquiry

Suggests a project-type tag from the conversation — villa garden, residential landscape, roof terrace, maintenance — and the team confirms it.

Does Not Assess Plants or Price

AI makes no soil, drainage or plant-disease assessment and quotes no square-metre price. Those calls belong to the designer after the site survey and on-site measurement.

How a Garden Project Moves From Survey to Maintenance Agreement

01 · CONTROLLED HANDOFF

Turning an Instagram villa garden enquiry into a survey

01

A client DMs under one of your project posts — "I want my garden redone from scratch." The message lands in the inbox and a new project record opens.

02

AI drafts a reply from the knowledge base; the team edits it, notes that a site survey and on-site measurement are required, and sends it.

03

The record moves to the Survey stage, a designer is assigned and the booking link is shared.

04

The survey syncs to Google Calendar, and address, plot notes and site photos are added to the record.

05

After the survey the design and plant list become a quote, shared through a client-specific link, and the record moves to the Quote stage.

Running a multi-line landscape quote with a residents committee

The manager’s email and phone notes attach to one company record, and the decision-makers are added as contacts.

The quote is versioned across trees, turf, hard landscaping, irrigation and labour, with every revision archived on the record.

The committee presentation date becomes a task, and the items awaiting a decision are noted.

Once approved, the record moves to the Install stage and the work calendar is shared.

When the install calendar slips with the weather

The crew notes the postponement on the project record and enters the proposed new date.

A client update is drafted; the account manager edits the wording and decides when to send it.

The new date lands on the appointment record and the calendar, and becomes a task for the site crew.

Postponed jobs collect in one list, showing how many days each project has been waiting.

Renewing the maintenance agreement at the start of the season

Clients whose maintenance agreement is nearing its end date are listed as a segment.

The follow-up sequence drafts the renewal reminder; the team approves the wording and the send list.

Interested clients get a new-season quote; the rest get a second-contact task.

Renewal outcomes are tracked in your own report by project type and area.

Seasonal Flows You Can Build for a Landscaping Firm

Use these examples to discuss triggers, owners and review points before configuring your own process.

New Garden Enquiry Intake and Area Routing

So a first contact from a connected channel never sits unowned

1

Trigger: a new conversation opens on a connected channel.

2

Condition: if the enquiry carries an area or project-type tag, route it to the matching designer.

3

Action: move the record to the Survey stage, assign an owner and prepare a reply draft.

4

If no reply goes out within your chosen interval, notify the team lead.

Pre-Survey Reminder

A reminder plan aimed at cutting wasted site visits

1

Trigger: the site survey date approaches.

2

Condition: the appointment is confirmed and the client has given contact consent.

3

Action: schedule the reminder; content and sending authorization are checked against your firm policy.

4

If the client does not respond, open a confirmation task for the designer.

Season-Change Maintenance Visit Plan

Reminders for irrigation start-up, pruning and winter protection windows

1

Trigger: a visit window defined in the maintenance agreement approaches.

2

Action: open the visit task and prepare the client update draft.

3

Condition: if the client confirms, write the visit into the calendar.

4

If no confirmation arrives, open a second-contact task and add the record to the renewal segment.

Recommended Connections for Landscape Projects

Connect native channels directly, or use a webhook for an existing tool — each card makes Rocketly’s role clear.

WhatsApp Business API

Native connection

Plot photos, survey threads and reminder planning

Instagram DM (Meta)

Native connection

Attaching first contact from project posts to a record

Google Calendar

Native connection

Syncing survey and maintenance visits with the team

Meta Ads

Lead source

Campaign lead-form enquiries arriving with their source

Google Drive

File / reference link

Linking plan exports, renders and survey photos to the project

Google Sheets (Import)

One-time import

One-time transfer of an existing client and maintenance list

What a Landscaping Office Sets Up in Week One

Use these steps to review your process, responsibilities and permissions before going live.

1

Define the firm profile and the site team

Create designer, crew leader and account manager users; use roles to limit who sees which project and thread.

2

Build the project stages

Name the Enquiry → Survey → Design → Quote → Approval → Install → Maintenance flow the way your firm actually works.

3

Connect your channels

Start with the channel that brings the most enquiries — for most firms Instagram DM and WhatsApp — then add the project enquiry form and chat widget to your site.

4

Prepare quote items and the knowledge base

Load your plant, hard-landscaping, irrigation and labour items into the template; write coverage area, process steps and FAQs into the knowledge base, with a survey redirect for pricing questions.

5

Build and test the first three flows

Try enquiry routing, survey reminders and seasonal maintenance on sample records before opening them to live client communication.

6

Set reports and clarify the system boundary

Turn on channel, area and project-type reports. Drawing, rendering and irrigation calculation tools keep running in parallel; Rocketly is the enquiry, quote and maintenance layer.

The Rocketly Capacity Behind Your Landscape Projects

0

Channel types where garden enquiries arrive

0

Templates for survey and seasonal maintenance flows

0

Report types covering projects and maintenance

0

Interface languages for corporate and expat clients

The operational examples on this page are not guaranteed outcomes. What is available and how it performs depend on your process, connected sources, permissions and team use.

Landscaping and Garden Design Firms — Frequently Asked Questions

Rocketly is a CRM layer for client communication and the enquiry process: garden design requests from connected channels attach to one project record, the site survey is scheduled, quote versions and approval status are tracked, and maintenance agreements are followed. It does not replace your drawing and design software, rendering tools or irrigation hydraulic calculations; it runs alongside them as the enquiry and communication layer.

Yes. Connected sources such as WhatsApp Business, a personal WhatsApp line, Instagram DM and story replies, Facebook Messenger, Telegram, email and the web chat widget appear in the same inbox. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan. Once a project record exists, the thread stays with it even if the client switches channel.

A shareable booking page lets the client pick a slot; the appointment syncs with Google Calendar and is assigned to the designer going out. Address, plot details, site size and access notes stay on the same record. A reminder can be scheduled before the visit, with content and send authorization kept with your team, which helps cut wasted site visits.

Yes. In the quote module you itemize trees and shrubs, turf area, hard-landscaping quantities, irrigation runs and labour line by line, then share it as a PDF. When a design revision arrives, the new version attaches to the same project record, and you can see which version was viewed and approved. Unit pricing follows the rates your firm sets.

Workflow Builder ships with 55 templates and offers 46 trigger types. You can build spring irrigation start-up, summer feeding visits, autumn pruning and winter protection checks on that structure, using your own calendar. Your team edits the message and decides when it goes out.

In the contracts module you record maintenance scope, visit frequency and the start and end dates of the term. As the renewal date approaches, a task opens for the owner and the client joins a segment list. Completed visits, replaced plants and fault notes stay in the same record history, so you walk into the renewal conversation prepared.

Files attach to the project record in the media library: survey photos, before-and-after frames, plan exports and plant catalogue pages. With a Google Drive connection you can bring existing project folders into the process too. Designer, site crew and account manager all look at the same visual history.

The interface is available in 3 languages — Turkish, English and Russian. You run threads with overseas homeowners and corporate property managers in the language you choose, note the conversation language on the record and plan follow-up tasks accordingly. Team members can each pick their own interface language.

Yes. There is a permanently free plan and no credit card is requested. AI features, advanced workflows and some channel connections sit in paid plans; the pricing page shows which feature belongs to which plan. A small landscaping team can start with the shared inbox and the project board, then expand as the need appears.

Landscaping & Garden Design Firms

Make Your Landscape Project Pipeline Visible

Keep the enquiry, the survey, the quote and the maintenance term in one workspace.

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