ScapeLogic

Getting started

How the parts of ScapeLogic actually work, written from the product rather than from a plan for it. Every screen and every button named below is one that exists today.

83 guides

  1. First week: lead to signed workFollow a lead through a site visit, Studio design, quote and client signature.Owners · Office staff
  2. First week: accepted quote to completionTurn an accepted quote into project work, schedule the week and finish from the crew phone.Owners · Office staff · Crews
  3. First week: recurring work to paymentSet recurring service, review the week and day sheet, then invoice and record payment.Owners · Office staff
  4. First day: set up your businessSet up the company, staff access, price book, plants and first crew before scheduling.Owners · Office staff
  5. Bring your customer list acrossChoose a quick CSV import for familiar headings or a staged import for vendor exports and related files.Owners · Office staff
  6. Set up your first crewA crew is a truck and the people on it. Until one exists, the week board has nowhere to put a job.Owners · Office staff
  7. Who can do whatThe five staff roles from owner down to field crew: where each one lands when they sign in, what the office menu hides from them, and who adds staff.Owners · Office staff · Crews · Customers · Subcontractors
  8. Assign equipment to a crewAdd equipment and keep its crew assignment current as your team changes.Owners · Office staff
  9. How the week board worksRows are crews, columns are days. You assign the work, and the board tells you what it thinks is wrong with it.Owners · Office staff
  10. Set up recurring serviceHow a plan on a property becomes visits on the week board, what each field means, and what happens when you pause or retire it.Owners · Office staff
  11. Send a quote and get it signedPrepare and review a quote draft, then learn what the client sees and what is recorded when they accept it.Owners · Office staff
  12. How your clients sign in to the portalA client opens the portal, types the phone number or email you have for them, and is sent a one-time link. There is no password and no invite to send.Owners · Office staff · Customers
  13. Invoicing and getting paidConnecting Stripe, what “connected” really means, and where the money actually goes.Owners · Office staff · Customers
  14. What your crew sees on their phoneOne screen, today’s stops in order, and everything needed before getting out of the truck.Owners · Office staff · Crews
  15. The crew’s phone shows no workFour reasons a phone comes up blank, in the order they are worth checking.Owners · Office staff · Crews
  16. Your trial, your plan and your billWhat the trial includes, what the plans are priced on, and what happens at the end of it.Owners
  17. When the internet goes downWhat keeps working when the office loses its connection, a crew loses signal, or ScapeLogic itself is down — and what to turn on before it happens.Owners · Office staff · Crews
  18. Record an inquiry and make it a customerAdd a new inquiry to the Pipeline, record how it reached you, then mark it Won to create a customer record linked to the lead.Owners · Office staff
  19. Book a consultation and save the site briefRecord a site visit against a property, then save the customer's priorities and your notes on the visit's brief.Owners · Office staff
  20. Record measurements during a site visitRecord rectangular, triangular, circular, linear and counted measurements on a site visit, then confirm saved rows and totals.Office staff
  21. Set a property's map locationFind a matching address when creating a property, or update and confirm the saved location on an existing property.Office staff
  22. Place plants on a plan and check their pricePlace trees and shrubs from Your palette, assign a matching assembly, then save and confirm the design's material total.Owners · Office staff
  23. Record irrigation measurements and review saved settingsEnter measured supply values, save them with the Studio drawing, then review saved zones, head assignments and known demand.Owners · Office staff
  24. Understand Property MemoryLearn how Property Memory distinguishes existing conditions from proposed work and how to open a named design.Owners · Office staff
  25. Save and reuse a Studio designDraw and adjust shapes, check layers and measurements, price plants, and present or print a saved Studio design.Owners · Office staff
  26. Schedule and recover a one-off jobSchedule a single visit, skip it when needed, then reopen and place it on a crew and day.Owners · Office staff
  27. Comment on a drawing in StudioAttach one note to a selected shape in Studio, then find it again after you reload the drawing.Owners · Office staff
  28. Manage subcontractor work and paperworkFile W-9 paperwork, review recorded bills, and see what the private work page shows—and what it cannot change.Owners · Office staff · Subcontractors
  29. Curate the style galleryChoose an existing property photograph, place it under a style, and remove its gallery tag when the example is no longer useful.Owners · Office staff
  30. Prepare a crew loading checklistAdd manual reminders to a crew's load list, mark an item as loaded, and check the saved progress.Office staff
  31. Handle an inquiry for a customer or prospectRecord an existing-customer inquiry, close a prospect as Lost, or prepare an unsent quote from an open lead.Owners · Office staff
  32. Review your sales funnelChoose a date range to review leads by source and outcomes. The forecast follows that period; attribution and loss totals below cover all dates.Owners · Office staff
  33. Read route densityCompare each crew's daily stops with completed stops, then export the same rolling date range.Owners · Office staff
  34. Send a project or maintenance inquiryChoose regular upkeep or a one-off project, learn which details are optional, and understand the confirmation.Customers
  35. Adjust the plan-sheet previewPreview trade views, coordination context, sheet numbering, and how to close the reset confirmation without applying it.Owners · Office staff
  36. Browse the chemical product catalogueRead product rows and inspect the row-action menu in the chemical catalogue.Owners · Office staff
  37. Add and download property documentsUpload a property document, find it in Files, and download it when preview is unavailable.Owners · Office staff
  38. Purchase and receive project materialsDraft a material-only purchase order from an accepted estimate, mark its status, and record what arrived.Owners · Office staff
  39. Plan and track project workPlan a project phase and its assigned task, then record progress separately.Owners · Office staff · Crews
  40. Read the weekly hoursReview each person's closed shift time for a week and export the same weekly view.Owners · Office staff
  41. Manage staff access and team membershipAdd staff, set office and field access, and keep staff accounts separate from crew membership.Owners
  42. Manage your business brandSet the portal style, customer messages, dark-mode logo, and optional portal address.Owners · Office staff
  43. Manage the Price BookAdd, update, retire, and restore the items used to price estimates.Owners · Office staff
  44. Manage assemblies in the Price BookBuild the material and labor recipes used to price measured work.Owners · Office staff
  45. Manage the Plant library and palettesBrowse species, maintain your own plant entries, and group plants into Studio palettes.Owners · Office staff
  46. Manage the plants you installMaintain your company's installed-plant list and the spread used for Studio canopies.Owners · Office staff
  47. Manage design templatesTell shared Studio templates apart from your organization's saved starting designs.Owners · Office staff
  48. Manage automations and follow-upsReview the automatic follow-ups, their switches, timing controls, and delivery limits.Owners · Office staff
  49. Organize office filesFind, preview, file, archive, and restore documents in the office library.Owners · Office staff
  50. Check equipment service and assignmentsReview service due, record a completed service, and keep equipment status and crew assignment current.Owners · Office staff
  51. Read and check business reportsChoose a reporting period, follow each report's counting rules, and check its metric contract before comparing figures.Owners · Office staff
  52. Reconcile revenue in ReportsRead billed, collected, and outstanding amounts, check report freshness, and understand the revenue export window.Owners · Office staff
  53. Manage the office inboxReview customer conversations, distinguish unread threads, and understand when replies can be sent or withheld.Owners · Office staff
  54. Work the follow-up queueReview customers waiting for attention and choose a call or text action using the information on each row.Owners · Office staff
  55. Read production timesCompare each service's estimated minutes with the median time recorded from completed visits.Owners · Office staff
  56. Control AI preview access and spendingReview whether previews can be requested, the monthly spending ceiling, and recent render jobs.Owners
  57. Review a chemical application recordOpen a recorded application and read its license, treatment, weather, and re-entry details.Owners · Office staff
  58. Read system healthCheck the nightly schedule and morning notices without treating run records as proof that a customer received a message.Owners
  59. Start a project from an accepted quoteTurn an eligible accepted quote into a project draft, then add a phase and schedule a task.Owners · Office staff
  60. Create a customer and attach a propertyAdd a customer, then create a separate property record with its own service address.Owners · Office staff
  61. Create a draft quote from a Studio designReview a saved design's priced work, then create an unsent quote draft for office review.Owners · Office staff
  62. Read today’s dashboardFollow the office dashboard’s daily work and customer follow-up signals.Owners · Office staff
  63. Find where revenue is slippingReview billing follow-ups and open the source record before acting.Owners · Office staff
  64. Read job costingCompare an accepted estimate with the project’s recorded costs and margin.Owners · Office staff
  65. Work the operations consoleReview today’s operational exceptions and follow each one to its source.Owners · Office staff
  66. Save a continuity packPrepare a recoverable copy of business records and the crew-week plan.Owners · Office staff
  67. Work the review queueReview submitted crew records and resolve questions before approving them.Owners · Office staff
  68. Manage customer records and statementsFind a customer, review their account history, and open a statement.Owners · Office staff
  69. Read payrollReview recorded time for a period before downloading the payroll summary.Owners · Office staff
  70. Prepare a day sheetPrint the day’s scheduled work grouped by crew, including unassigned visits.Owners · Office staff
  71. Review dispatch noticesInspect customer notices proposed after a schedule change before sending or skipping them.Owners · Office staff
  72. Compare staffing scenariosCompare staffing assumptions in a planning view without changing the live schedule.Owners · Office staff
  73. Explore business reportsChoose a reporting period and review the business measures for that window.Owners · Office staff
  74. Manage customer segmentsGroup customer records by saved criteria and review the matches.Owners · Office staff
  75. Manage API accessReview organization API controls and store credentials securely.Owners · Office staff
  76. Write a seasonal offerReview offer rules and their eligibility before saving.Owners · Office staff
  77. Sign in and finish account setupFind the right sign-in path, recover access, and work through the setup checklist.Owners · Office staff
  78. Respond to a review linkUse the private rating link after a completed visit to tell the contractor how it went.Owners · Office staff · Customers
  79. Read a crew job sheetCheck the project scope and task details on the crew phone before leaving for the job.Owners · Office staff · Crews
  80. Manage your client accountUpdate account details, view the calendar, and find shared property information in the portal.Owners · Office staff · Customers
  81. Explore a property in the portalReview a property’s history, passport and shared design, and know what to expect from map views.Owners · Office staff · Customers
  82. Review a quote in the client portalRead the scope and price, choose an option when offered, then accept or decline the quote.Owners · Office staff · Customers
  83. Use your subcontractor homeCheck assigned work, recorded bills and paperwork from your private subcontractor page.Owners · Office staff · Subcontractors

Not covered here?

This is a short shelf on purpose — only what we can describe accurately today. If your question is not on it, ask a person; one answers. We answer within one business day.

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