Green Solution Group

Software for the Green Industry

Purpose-Built for Landscape Maintenance, Installation and Lawn Care Contractors
Customer Management, Lead Management, CRM
Work Order Management, Scheduling, Route Optimization, Calendar, Invoicing
Estimating Platform for Landscape Maintenance, Installation and Lawn Care

Our system concentrates on bringing the back office together with the work force and sales force.

In the CRM (Customer Relation Module) the sales team can manage their leads and customers.

  • Super easy to use for your Sales Team
  • Save you projects, meeting history
  • Provide an Quick Estimate in the Field
  • Take Pictures, add Notes and Get a Signature. All of this data stays with the Lead/Customer all the way through the process to Work Order History
  • Spend less time on redundant processes and more time selling work

Estimating

In the Green Solution, you can produce a quick estimate or perform a comprehensive bid.

  • In a Quick Estimate you can add Kits. Kits are packages built to expedite your sales team, grouping labor and materials so they can quickly produce a customer a price.
  • You can add Miscellaneous Charges or Inventory to a Quick Estimate.
  • Pictures and Notes can be added in the field to a Quick Estimate
  • A signature can also be captured in the field if a Quick Estimate is accepted.
  • The Quick Estimate can be converted to a Work Order and easily goes to the Schedule.

Proposals

Professional looking Proposals can be created in the Quick Estimate or Bid Pad.

  • There are different Proposal options for Quick Estimate, Maintenance Bid, Lawn Care Bid and Installation Bid.
  • Content can be edited in our Report Center so that you can make the Proposal look like your firm.

Bid Pad

At the Bid Pad, view the work you have won and the work that you have estimated.

  • Easily see which contracts that you have coming up for renewal
  • Easily see how many hours you have on the job
  • Easily see how many Trips/Alerts that remain for certain jobs or job types.

Customer Management

Customer Care allows you to see all critical information for your customers.

  • Check Work Order History when an issue arises
  • Keep track of Customer Attributes, Routes and Job Types for each customer
  • Easily see payment history, important notes, all bids created for a customer
  • Quickly look at a map of the Customers property

Schedule Mate and Route Configuration

The Electronic Dashboard and Schedule Mate allow you to visualize the work that you have on your board.

  • Pull a map of the days route to make sure the stops are done in the correct order.
  • See the work load for each crew on the schedule
  • See how many budget hours you have them scheduled for the day.
  • Schedule as far out as you feel comfortable

Inventory Managementand Purchase Orders

Inventory Management and Purchase Orders

  • You can easily see the Quantity on Hand of Inventory, Quantity on Hold (Material reserved for jobs accepted) and the Quantity Available to sell off the yard
  • The Quote Material function makes it easy to email Quotes to multiple vendors to achieve the best pricing.

Invoicing & Payments

Email or Print Invoices directly out of the Green Solution

  • Quickly check status of an invoice
  • See all Money Details
  • Once a Work Order is completed, it goes to Invoicing and is ready to be sent down to QuickBooks

Mobility

Apple and Android apps allow the office to stay in constant contact with the field.

  • Sales Staff and Managers can react in the field with their CRM and Work Order Request
  • Perform a Quick Estimate in the field
  • Crew Leaders have all the details they need at their finger tips

Work Order History

Work Order History allows you to have a quick record of all services performed for a customer.

  • View all Money Details for a previous Work Order
  • See all notes and pictures associated with an old Work Order

Job Quality Reporting

Set up Checklists for each division of your company or customer specific

  • Attach a checklist to a Work Order, get a customer to sign off on the work order in the field
  • Attach notes to a Work Order, get the crew to Check off when they are complete
  • All actions are time stamps to the user when complete

Reporting

Keep track of your regulatory Lawn Care reporting

  • Reporting is created automatically when the Work Order is Completed.
  • Quickly see what products were applied to a property