Templates
Landscape templates and tools
Client Onboarding Packet
Client questionnaire, site survey checklist, style guide, and design process overview.
- Client questionnaire
- Site survey checklist
- Design process overview
- Sample mood boards
Plant Database (by Zone)
Searchable spreadsheet organized by zone, sun, water, bloom time, and mature size.
- Filter by zone
- Sun/water/bloom columns
- Mature size data
- Native species flagged
Site Survey Template
Measure, photograph, and document every property feature. Structured data collection.
- Property boundary diagram
- Sun exposure mapping
- Soil & drainage notes
- Photo reference grid
- HOA compliance checklist
Planting Plan Template
Bed layout grid, plant schedule, seasonal interest timeline, irrigation overlay.
- Bed layout grid (1:4 scale)
- Plant schedule
- Seasonal color timeline
- Irrigation zone overlay
- Installation sequence
Project Estimate Worksheet
Material + labor breakdown, profit margin, overhead allocation, and quote template.
- Labor breakdown by phase
- Materials with unit costs
- Equipment costs
- Overhead & profit calc
- Final quote template
Maintenance Contract Template
Recurring service agreement with scope, pricing models, and seasonal add-ons.
- Service scope definition
- Pricing models (flat/visit/pass)
- Seasonal add-ons
- Weather policy
- Term & renewal terms
Water-Wise Garden Design Pack
Drought-tolerant plant lists, irrigation specs, rain garden design, permeable paving.
- 50 drought-tolerant species
- Drip irrigation layout
- Rain garden design
- Permeable paving options
- Mulch strategy
Client Presentation Deck
Design proposal template with site analysis, concept, master plan, and investment summary.
- Site analysis summary
- Concept mood board
- Master plan rendering
- Phasing plan
- Investment summary
Landscape Design Brief
Bridge client wishes to actual design. Budget, style, maintenance level, and constraints.
- Project scope & goals
- Style exploration
- Must-haves vs nice-to-haves
- Budget bracket
- Maintenance level
Seasonal Care Calendar
Monthly task list template for property care. Customizable by zone and property type.
- Monthly task lists
- Zone customization
- Property type variants
- Fertilizing schedule
- Pruning calendar
Pair with: Reno101 for hardscaping · FreelancePro for contracts · Peel Boss for exterior prep