Docsroom

Templates / Landscapers and gardeners

Site surveys, garden plans and seasonal visits, sent from one link.

Customers forget to measure up, crews forget their spray and chainsaw tickets and visits run on scraps of paper. Docsroom asks once, gives each person their own link and chases anyone who has not replied.

7 templates75 requestsWritten for landscapers and gardeners

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Seven templates for landscapers and gardeners

Open a template to see every request in the order it is asked, and watch it written in and answered.

Garden survey starter checklistfor new customers · before the survey visit12 requests12 requests
Garden survey starter checklist7 Orchard Close · back garden9 of 12 back
  • About you
  • FormGarden owner details5 questionsAssigned to DWDiane Webster, homeownerFrom Helenin 2 daysComplete
  • DecisionMain job you wantpatio, lawn or plantingAssigned to DWDiane Webster, homeownerFrom Helenin 2 daysComplete
  • QuestionYour wish listwhat you want mostAssigned to DWDiane Webster, homeownerFrom Helenin 3 daysReady to check
  • Your garden
  • UploadPhotos of the gardenfrom the house and backAssigned to DWDiane Webster, homeownerFrom Helenin 3 days2 files sent
  • UploadA rough sketchhand drawn is fineAssigned to DWDiane Webster, homeownerFrom Helenin 4 daysComplete
  • QuestionGate and path widthat the narrowest pointAssigned to DWDiane Webster, homeownerFrom Helenin 3 daysAwaiting reply
  • QuestionSoil and wet spotssticky, sandy or soggyAssigned to DWDiane Webster, homeownerFrom Helenin 4 daysReminder sent
  • QuestionPipes and cablesdrains, gas and electricAssigned to DWDiane Webster, homeownerFrom Helenin 4 daysComplete
  • Before the visit
  • QuestionTrees and boundariesprotected trees, fencesAssigned to DWDiane Webster, homeownerFrom Helenin 4 daysReady to check
  • DecisionBest time to startspring, summer or autumnAssigned to DWDiane Webster, homeownerFrom Helenin 5 daysReady to check
  • QuestionPets and childrenin the garden by dayAssigned to DWDiane Webster, homeownerFrom Helenin 5 daysComplete
  • ApprovalSurvey visit termsread and approveAssigned to DWDiane Webster, homeownerFrom Helenin 6 daysAwaiting reply
Gardener starter checklistfor new gardeners · before their first day12 requests12 requests
Gardener starter checklistJosh Pearson · gardener9 of 12 back
  • Right to work
  • QuestionRight to work share codenine charactersAssigned to JPJosh Pearson, gardenerFrom Helenin 3 daysComplete
  • UploadPhoto IDa passport or licenceAssigned to JPJosh Pearson, gardenerFrom Helenin 3 daysComplete
  • UploadProof of addressa recent bill or letterAssigned to JPJosh Pearson, gardenerFrom Helenin 4 days1 file sent
  • Pay and contract
  • FormBank and tax details5 questionsAssigned to JPJosh Pearson, gardenerFrom Helenin 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to JPJosh Pearson, gardenerFrom Helenin 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to JPJosh Pearson, gardenerFrom Helenin 5 daysAwaiting reply
  • Tickets and licences
  • UploadSpray certificatesPA1 and PA6Assigned to JPJosh Pearson, gardenerFrom Helenin 6 daysReminder sent
  • UploadChainsaw certificatesCS30 and CS31Assigned to JPJosh Pearson, gardenerFrom Helenin 6 daysComplete
  • UploadDriving licencewith towing entitlementAssigned to JPJosh Pearson, gardenerFrom Helenin 6 days1 file sent
  • UploadFirst aid certificateif you have oneAssigned to JPJosh Pearson, gardenerFrom Helenin 7 days2 files sent
  • Kit and rules
  • FormBoot and glove sizes4 questionsAssigned to JPJosh Pearson, gardenerFrom Helenin 6 daysComplete
  • ApprovalMachinery safety rulesread and approveAssigned to JPJosh Pearson, gardenerFrom Helenin 7 daysAwaiting reply
Garden plan approvalfor customers with a plan · when the plan is drawn up11 requests11 requests
Garden plan approval23 Sycamore Way · garden plan9 of 11 back
  • The plan
  • ApprovalLayout planread and approveAssigned to CHClaire Hutchinson, homeownerFrom Helenin 3 daysComplete
  • ApprovalPlanting schemeread and approveAssigned to CHClaire Hutchinson, homeownerFrom Helenin 3 daysComplete
  • DecisionPaving choiceporcelain, stone, gravelAssigned to CHClaire Hutchinson, homeownerFrom Helenin 4 daysReady to check
  • DecisionFence or wallpick a boundary styleAssigned to CHClaire Hutchinson, homeownerFrom Helenin 4 daysReady to check
  • Details
  • QuestionLights, power and wateroutside sockets and tapsAssigned to CHClaire Hutchinson, homeownerFrom Helenin 4 daysComplete
  • QuestionPlants to avoidallergies, pets, thornsAssigned to CHClaire Hutchinson, homeownerFrom Helenin 4 daysAwaiting reply
  • UploadMarked up planyour changes in penAssigned to CHClaire Hutchinson, homeownerFrom Helenin 5 daysReminder sent
  • Go ahead
  • ApprovalQuote and stage paymentsread and approveAssigned to CHClaire Hutchinson, homeownerFrom Helenin 6 daysComplete
  • ApprovalRight to cancel noticeread and approveAssigned to CHClaire Hutchinson, homeownerFrom Helenin 6 daysReady to check
  • DecisionStart monthpick the best monthAssigned to CHClaire Hutchinson, homeownerFrom Helenin 7 daysReady to check
  • QuestionDelivery and skip spacedrive, road or pavementAssigned to CHClaire Hutchinson, homeownerFrom Helenin 7 daysComplete
Seasonal maintenance packfor regular garden customers · before the first visit of the year11 requests11 requests
Seasonal maintenance pack14 Willow Way · fortnightly visits9 of 11 back
  • Your garden
  • FormGarden details6 questionsAssigned to SDSiobhan Doyle, homeownerFrom Helenin 2 daysComplete
  • UploadA photo of the gardenas it looks nowAssigned to SDSiobhan Doyle, homeownerFrom Helenin 3 daysComplete
  • QuestionBeds and plants to leaveanything specialAssigned to SDSiobhan Doyle, homeownerFrom Helenin 3 daysReady to check
  • QuestionGreen wastetake it away or compostAssigned to SDSiobhan Doyle, homeownerFrom Helenin 3 daysReady to check
  • QuestionPets in the gardendogs, rabbits, chickensAssigned to SDSiobhan Doyle, homeownerFrom Helenin 3 daysComplete
  • Visits
  • DecisionHow oftenfortnightly or monthlyAssigned to SDSiobhan Doyle, homeownerFrom Helenin 4 daysAwaiting reply
  • DecisionUsual visit daypick the best dayAssigned to SDSiobhan Doyle, homeownerFrom Helenin 4 daysReminder sent
  • QuestionGate code and accesshow we get inAssigned to SDSiobhan Doyle, homeownerFrom Helenin 4 daysComplete
  • QuestionOutside tap and powerwater and a socketAssigned to SDSiobhan Doyle, homeownerFrom Helenin 4 daysReady to check
  • Agreements
  • ApprovalWeed and lawn treatmentsread and approveAssigned to SDSiobhan Doyle, homeownerFrom Helenin 5 daysReady to check
  • ApprovalVisit termsread and approveAssigned to SDSiobhan Doyle, homeownerFrom Helenin 5 daysComplete
Chemical and machinery certificatesfor the business · each spring, before the season11 requests11 requests
Chemical and machinery certificatesCartwright Landscapes · spring pack9 of 11 back
  • Spray and chemicals
  • UploadSpray certificatesPA1 and PA6, each personAssigned to NSNathan Speed, head gardenerFrom Helenin 5 daysComplete
  • UploadSafety data sheetsfor every productAssigned to NSNathan Speed, head gardenerFrom Helenin 5 daysComplete
  • TableChemical store listproduct, amount, placeAssigned to NSNathan Speed, head gardenerFrom Helenin 6 daysReady to check
  • UploadSpray record bookthe last few pagesAssigned to NSNathan Speed, head gardenerFrom Helenin 6 days2 files sent
  • Machinery
  • UploadChainsaw certificatesCS30 and CS31Assigned to NSNathan Speed, head gardenerFrom Helenin 6 daysComplete
  • TableMachine service listmachine and last serviceAssigned to NSNathan Speed, head gardenerFrom Helenin 7 daysAwaiting reply
  • UploadMower and trimmer checksguards and bladesAssigned to NSNathan Speed, head gardenerFrom Helenin 7 daysReminder sent
  • UploadTrailer and van checksMOT, tyres and lightsAssigned to NSNathan Speed, head gardenerFrom Helenin 8 daysComplete
  • Records
  • QuestionFuel and chemical storewhere and how keptAssigned to NSNathan Speed, head gardenerFrom Helenin 8 daysReady to check
  • QuestionNear misses and injuriessince last yearAssigned to NSNathan Speed, head gardenerFrom Helenin 9 daysReady to check
  • ApprovalCOSHH assessmentread and approveAssigned to NSNathan Speed, head gardenerFrom Helenin 10 daysComplete
Supplier account setupfor nurseries and stone yards · before the first order9 requests9 requests
Supplier account setupHillside Nurseries · new supplier7 of 9 back
  • Their details
  • FormNursery and yard details5 questionsAssigned to BRBethan Rees, sales repFrom Helenin 3 daysComplete
  • UploadPrice listplants, stone and turfAssigned to BRBethan Rees, sales repFrom Helenin 4 daysComplete
  • QuestionInvoice contactname and emailAssigned to BRBethan Rees, sales repFrom Helenin 4 daysReady to check
  • Plants and delivery
  • QuestionPlant passportsif your plants need themAssigned to BRBethan Rees, sales repFrom Helenin 4 daysReady to check
  • QuestionReplacing failed plantstime limit and processAssigned to BRBethan Rees, sales repFrom Helenin 5 daysComplete
  • QuestionLorry size and accessfor narrow drivesAssigned to BRBethan Rees, sales repFrom Helenin 5 daysAwaiting reply
  • QuestionBulk bags or loose loadsfor stone and soilAssigned to BRBethan Rees, sales repFrom Helenin 5 daysReminder sent
  • Terms
  • QuestionPayment termsdays from deliveryAssigned to BRBethan Rees, sales repFrom Helenin 6 daysComplete
  • ApprovalSupply termsread and approveAssigned to BRBethan Rees, sales repFrom Helenin 7 daysReady to check
Yearly insurance and licencesfor the business · each year, before renewal9 requests9 requests
Yearly insurance and licencesCartwright Landscapes · yearly pack7 of 9 back
  • Insurance
  • UploadPublic liability insurancegarden and ground workAssigned to TCTim Cartwright, ownerFrom Helenin 7 daysComplete
  • UploadEmployer’s liabilityif you employ gardenersAssigned to TCTim Cartwright, ownerFrom Helenin 7 daysComplete
  • UploadVan and trailer insuranceevery vehicleAssigned to TCTim Cartwright, ownerFrom Helenin 8 days1 file sent
  • UploadTools and machinery covermowers, saws, diggersAssigned to TCTim Cartwright, ownerFrom Helenin 8 days2 files sent
  • Licences and membership
  • UploadWaste carrier’s licencefor green waste and soilAssigned to TCTim Cartwright, ownerFrom Helenin 10 daysComplete
  • UploadTrade body membershipBALI or similarAssigned to TCTim Cartwright, ownerFrom Helenin 10 daysAwaiting reply
  • UploadRisk assessmentsmowing, hedges, laddersAssigned to TCTim Cartwright, ownerFrom Helenin 12 daysReminder sent
  • Year end
  • QuestionClaims this yearyes or no, then detailsAssigned to TCTim Cartwright, ownerFrom Helenin 12 daysComplete
  • ApprovalLone working policyread and approveAssigned to TCTim Cartwright, ownerFrom Helenin 14 daysReady to check

Written for landscapers and gardeners. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Survey answers before you visit

Customers send garden photos, gate widths and known pipes from their own link, so the survey starts with the facts.

Plans approved with a date on them

Customers approve the garden plan and every change from their own link, and you keep a dated record of each answer.

Spray and machinery papers together

Pesticide and chainsaw certificates, safety sheets and service records arrive in one list, chased until each one is in.

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