EL CAMINO

Projects

Each project goes from yard photo → design concept → takeoff → package price → customer proposal → order to TreeSupplyCo.

Active projects0
Pipeline value$0
Orders submitted0
AddressCustomerStagePackageCreated

New project

Drop a pin on a property. Snap a photo, generate a flyer, door-drop it. Customer details come later — when they scan the QR.

This is the only place the address is entered. The canvas reads it from the project.

Customer details (optional — add later)

Design & takeoff

Upload the yard photo and, if you have one, the Reimagine concept. Design from concept reads the concept for fence lines, beds and walkways, then opens the canvas with those guides laid over the satellite view of this address. Quantities come from what you actually place.

Existing yard
Design concept

Marketing flyer

Generate a co-branded flyer featuring your company and Tree Supply Co. Your logo and name up top, TSC materials and plant warranty backing you up. Print and door-drop to the neighborhood.

Flyer preview

Before photo

Upload a photo on the Design page first.

Design concept

Generate or upload a concept on the Design page.

Flyer tracking

After you print and deliver the flyer, mark it as dropped so you can track conversion from flyer → lead.

Lead response

When a homeowner scans your flyer QR code, their info appears here. Review their details and schedule a site visit.

Customer info

No lead yet for this project. Once the homeowner scans the QR code on your flyer, their name, phone, and preferences will appear here.

Update from lead

If the homeowner called or texted you directly, enter their details here.

Package pricing

Set your labor rate and markup. Freight is provided by TreeSupplyCo based on your jobsite. The package card is what the homeowner sees — one number, like buying a kitchen.

Your rates

Computed from the bill of materials. Edit quantities on the Design & takeoff page.
Estimated by TreeSupplyCo once the takeoff is submitted. Updates when procurement runs.
Complete landscape package
$0
turnkey installed
Materials supplied by TreeSupplyCo · 90-day plant warranty
TSC platform fee (8%) $0

Customer proposal

Claude drafts a professional proposal from the takeoff, package pricing, and project details. Copy it into your letterhead or send directly.

E-contract

Generate a binding contract from the proposal terms. The homeowner signs electronically — no paper, no scanning.

Contract details

Customer
—
Address
—
Package total
—
Deposit (50%)
—
Balance due at completion
—
Tentative = dates likely to change. Firm = dates fixed and unlikely to change.

Customer deposit

Collect the 50% deposit before TreeSupplyCo begins sourcing materials. Once the deposit clears, procurement starts automatically.

Payment

Package total
—
Deposit amount (50%)
—
Balance at completion
—

Site delivery

TreeSupplyCo sources, stages, and delivers all materials to the jobsite. You install.

Delivery status

Order payload

This is the data sent to the TreeSupplyCo procurement engine when the deposit cleared.