For landscaping contractors
Patios, walls and plantings, planned and paid on one record.
Measure the patio, price the stone three ways, order it against the job and move the crew when it rains.
Your trade, set up
What Landscaping comes with.
Optracs runs a landscaping company's jobs by work type: maintenance, seasonal cleanup, planting, lawn install, irrigation, repair, patio and retaining wall. Switch off what you don't use, or make the trade your own.
Sales steps
- New Lead
- Contacted
- Site Visit
- Quote Sent
- Follow-Up
Work steps
- Ready to schedule
- Materials Ordered
- Scheduled
- Site Prep & Grading
- Install
- Wrap-Up
Service call steps
- To Schedule
- Scheduled
- On Site
Work types
Maintenance Seasonal cleanup Planting Lawn install Irrigation Repair Patio Retaining wall
Checklists
- Landscape job
- Lawn maintenance visit
- Landscape install
- Irrigation install
- Paver install
- Retaining wall build
- Permit & inspection
The lawn maintenance visit checklist
- Lawn mowed at the height agreed
- Edges trimmed along walks, drives and beds
- Beds weeded (visits that include it)
- Shrubs trimmed (visits that include it)
- Bare spots, pests, broken sprinkler heads and anything else found photographed for the office
Shown at the Standard size. Setup starts on the Simple size, the same few steps for every trade, and you can pick Standard or Detailed there or later in Settings.
In Optracs
The same job, in Optracs.
The office sends the estimate; the crew opens the job on site. Recreated from Optracs with sample data.
Sample workspace
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An estimate built from your own catalog
Standard line items from your catalog, quantities from the takeoff, and a profit slider that reprices the estimate to your margin.
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A takeoff for landscaping
The hardscape takeoff, typed in or imported from a supported report or a CSV.
Paver area Walkway Base depth Edge restraint Retaining wall face Steps
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The crew's day, on the job
Tasks with a person and a due date. Photos, notes and files go onto the job as the work happens.
Mark utilities before digging Compact the base Photograph the finished patio
Documents
The paperwork, on the job.
Written from your own templates, signed by the customer from one link, kept with the job.
Estimate
Lines from your catalog, priced to your margin, with pavers or stone as options when you want to offer both.
Takeoff
Paver area, walkway, base depth, retaining wall face and steps.
Purchase orders
Stone, base and plants ordered against the job.
Work agreement
From your template, signed by the customer typing their name.
Photos
The yard before, the base, the finished job. All on the job record.
A day in the trade
A job, start to finish.
Monday
Back yard
Paver area, walkway length and wall height go into the takeoff, with photos of the grade.
Tuesday
Office
Pavers, base and edging come from your catalog with the areas from the takeoff. The customer accepts from the link and the job unlocks.
Wednesday
Office
A purchase order for the pavers and base goes out against the job.
Next week
Schedule
Rain on Thursday. Move the job on the schedule and the crew sees the new date.
Install
Back yard
The crew ticks off base, edging and sand, and adds photos of the finished patio.
The trade, by the numbers.
From the US Census Bureau. More in our research.
117,969
85.0%
Free tools
All tools- Paver base and excavationThe base to order and the soil to dig out under a paver patio or walk.
- Markup and marginPrice a line from its cost at the margin or markup you want, or see the margin in a price you already have.
- Labor burden and overheadWhat an hour of a person's work costs you, with overhead on top.
Try it
See it with a sample company.
A company with a few months of work in it, ready to click through. We email you a code to open it.