ScapeLogic

First week: lead to signed work

Follow a lead through a site visit, Studio design, quote and client signature.

Capture the lead and visit

Save the contact, property and site notes together.

Screenshot: Capture the lead and visit.
ScapeLogic screen for: Capture the lead and visit.
  1. Open Pipeline and choose Add an inquiry.
  2. Prepare a site visit and record the customer’s priorities.

Build and save a Studio design

Open Studio from the property, draw the proposed work and save it.

Screenshot: Build and save a Studio design.
ScapeLogic screen for: Build and save a Studio design.
  1. Open the property’s Studio design.
  2. Make changes and choose Save before preparing a quote.

Send the quote for signature

Create a draft from the design, review scope and total, then send it.

Screenshot: Send the quote for signature.
ScapeLogic screen for: Send the quote for signature.
  1. Choose Send to client after reviewing the quote.
  2. The client submits a decision from the private quote link.

Read next

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.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.Save and reuse a Studio designDraw and adjust shapes, check layers and measurements, price plants, and present or print a saved Studio design.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.Review a quote in the client portalRead the scope and price, choose an option when offered, then accept or decline the quote.

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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