Lawn Care & Landscaping CRM + Live Dashboard (Digital Download)

Not just a spreadsheet CRM. A live dashboard your whole team shares. Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.

Every property, contract, visit, estimate and install job in one place, with revenue per man-hour and renewals you can see at a glance.

Made for lawn care, landscaping and fertilization companies. Run routes and visits, keep the fert program on track, sell upsells and installs, and get next season's contracts signed. The live dashboard shows revenue against a season-aware goal, season contracts, active properties, revenue per man-hour, labor cost %, estimate close rate, upsell attach rate, install margin, renewal rate, money owed and what needs attention today.

What's included

• Lawn Care & Landscaping CRM + Live Dashboard - BLANK.xlsx (ready for your data)
• Lawn Care & Landscaping CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)
• Access card (PDF) with setup steps and a QR code to your live dashboard
• Live online dashboard for phone, tablet or computer
• 3 team seats: you plus 2 teammates

What it does

• Properties and contracts by service and season, with next season's renewals tracked as sent, signed, declined or not sent
• Visits with crew, minutes and crew size, so man-hours, crew cost and revenue per man-hour figure themselves
• Route-day table (stops per day, minutes per stop, $ per man-hour) and a mowing price check against your goal
• Rain make-up check and rain-day counts, with rain-delay texts to copy
• Fert program rounds applied vs planned
• Upsell attach rate and a no-upsell-yet call list, plus estimates with close rate and follow-ups
• Install job costing (margin, hours vs budget) and a three-week install timeline
• Season-aware revenue goals (the off-season shows no goal) and season-over-season renewal rate
• Copy each crew's route, print a crew day sheet, and copy reminders for renewals still waiting (nothing is sent automatically)

The live dashboard

Your workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Routes & Schedule, Customers & Contracts, Estimates & Upsells, Install Jobs, Crews & Productivity, Invoices & AR and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like a contract with no season, the dashboard tells you.

Team seats

Your order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when ("updated by ... 5 min ago"). If two people update at once, the second person is asked before replacing. Need more? Extra Team Seats add 5 at a time, up to 25 in total.

How it works

1. Download your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.
2. Go to buckeye-planners.web.app/pro-crm-lawn-care and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.
3. Tap Load your workbook and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.
4. Tap Team to add teammates by email. They sign in with that email and see the same dashboard.

Good to know

• Room for 2,000 rows per tab.
• Works in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.
• Using Google Sheets? Download it as .xlsx (File > Download > Microsoft Excel) before loading it into the dashboard.
• One-time price, no monthly subscription.
• Want it set up for you? The Done-For-You Setup imports your customer list, sets your stages, team and goals, and includes 10 team seats.
• Need custom fields or something built from scratch? Ask about a fully custom CRM (from $3,500).
• Digital download only. No physical item is shipped.
• Sample names and numbers are made up.
• Figures are estimates from your own data, not financial, legal or tax advice.

Questions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.