Projects
Each project goes from yard photo → design concept → takeoff → package price → customer proposal → order to TreeSupplyCo.
| Address | Customer | Stage | Package | Created |
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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.
Bill of materials
| Item | Spec / size | Unit | Qty | Est. cost |
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| Item | Kind | Unit | Qty | Cost |
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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
Upload a photo on the Design page first.
Generate or upload a concept on the Design page.
✓ Flyer ready
PDF generated. Print on letter-size paper and door-drop at the address below.
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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.
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Availability for site visit
Landscaping goals & preferences
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
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
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Signature status
Customer deposit
Collect the 50% deposit before TreeSupplyCo begins sourcing materials. Once the deposit clears, procurement starts automatically.
Payment
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TreeSupplyCo procurement engine is now sourcing materials and coordinating freight.
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.