A CRM for landscapers running 2 businesses from one truck.
Design-build quotes and seasonal contracts on the same board. The client, the property, the price, and the next visit in one place.
One CRM for landscapers,
from the patio quote to next spring.
Capture the lead
Someone plans a patio on a Saturday morning and fills in your form. It lands as a lead, tagged and assigned before the crew loads the trailer.
Contacts
1 new from your website
Ines Cardoso
Ridgeview Property Group
Jon Alvarez
J. Whitfield
Dana Okonjo
M. Rosales
Ellis Bram
Okafor Residence
Nora Patel
T. Banerjee
Quote from the price list
Paver patio by the square foot, planting plan, irrigation zones, low-voltage lighting. Pick the lines and send it. The sent version locks, with the price good for 30 days.
Quote Q-2214
Okafor Residence
Paver patio, 320 sq ft
Material and install, per sq ft
Planting plan, shrubs and perennials
Design, supply, and planting
Irrigation zone add, 2 zones
Tied into the existing controller
Mulch and bed edging
Hardwood mulch, steel edge
Low-voltage lighting, 8 fixtures
Path and uplights, transformer included
Record the work
Log the patio, the beds, and the irrigation zones at the property you built them on. Next season's quote starts from what's already in the ground.
Installed products
4 products at 4 sites
Irrigation startup
Maple Court
Mulch refresh
Ellison Residence
Aeration and overseeding
Cedar Point
Fall shutdown
Marsh Residence
Follow up on the day
Irrigation startup, aeration, fall shutdown. Each one raises a task on the day it's due, naming the property. Overdue turns red.
Tasks
Today · 1 of 3 done
Follow up on the Okafor patio quote
Okafor Residence · $26,719
Walk the Whitfield front yard
8:30am · 14 Larkspur Ln
Send the revised grounds pricing
Ridgeview Property Group
Confirm the Novak install start
S. Novak
Clients, properties,
leads and customers.
Contacts
5 people · search by name
Ines Cardoso
Property manager · Ridgeview Property Group
Jon Alvarez
Owner · J. Whitfield
Dana Okonjo
Office manager · M. Rosales
Ellis Bram
Purchasing · Okafor Residence
Nora Patel
Site contact · T. Banerjee
Clients, properties,
leads and customers.
Every homeowner and property manager you deal with, with their phone, email, gate code, and the notes from the walkthrough. Search by name and you're there. See how contacts and businesses work.
Every homeowner and property manager you deal with, with their phone, email, gate code, and the notes from the walkthrough. Search by name and you're there. See how contacts and businesses work.
The property manager with 6 sites is one business. Each site keeps its own address, access notes, and service dues, so the Maple Court quote hangs on Maple Court.
The homeowner who asked about a patio is a lead until the deposit lands. Then it's a customer. Same record, no re-entry.
Projects and pipelines.
Sales pipeline
5 open · $107,269 · drag a deal to move it
Front yard redesign
J. Whitfield
Irrigation install, 4 zones
M. Rosales
Backyard patio and lighting
Okafor Residence
Spring cleanup and bed refresh
T. Banerjee
Grounds contract, 6 properties
Ridgeview Property Group
Projects and pipelines.
Every open project with its value, its stage, and the next follow-up. Drag it forward as it moves. Mark it won and the customer record updates itself.
Every open project with its value, its stage, and the next follow-up. Drag it forward as it moves. Mark it won and the customer record updates itself.
Design-build on one board, the lawn care side on another. One pipeline per kind of work, each with its own stages and its own board. See how deals and pipelines work.
Lead, walkthrough, quote sent, negotiation, won. Rename, reorder, add or remove stages until the board reads like your season.
Pick the work from the catalog.
Send it as a quote.
Paver patios by the square foot, planting plans, irrigation zones, and low-voltage lighting are saved once. Add them to a quote while the walkthrough is fresh, and the totals and tax do themselves.
Products & services
7 items · with prices and units
Paver patio, 320 sq ft
product · Material and install, per sq ft
Planting plan, shrubs and perennials
product · Design, supply, and planting
Irrigation zone add, 2 zones
product · Tied into the existing controller
Mulch and bed edging
product · Hardwood mulch, steel edge
Low-voltage lighting, 8 fixtures
product · Path and uplights, transformer included
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Okafor Residence · 22 Fernway Dr
Value
$24,740
Owner
MK
Follow-up
May 6
Line items · from the catalog
Paver patio, 320 sq ft
320 × $42
Planting plan, shrubs and perennials
1 × $4,800
Irrigation zone add, 2 zones
2 × $1,450
Mulch and bed edging
1 × $1,680
Low-voltage lighting, 8 fixtures
8 × $240
Northgate Landscapes
hello@fieldservices.co
Quote
Q-2214
Prepared for
Okafor Residence
22 Fernway Dr
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Paver patio, 320 sq ft Material and install, per sq ft | 320 | $13,440 |
Planting plan, shrubs and perennials Design, supply, and planting | 1 | $4,800 |
Irrigation zone add, 2 zones Tied into the existing controller | 2 | $2,900 |
Mulch and bed edging Hardwood mulch, steel edge | 1 | $1,680 |
Low-voltage lighting, 8 fixtures Path and uplights, transformer included | 8 | $1,920 |
Prices hold for 30 days. 30% deposit on acceptance. Start date can shift a few days with weather. · Thank you for your business.
Work installed and services due.
Installed products
4 products at 4 sites
Irrigation startup
Maple Court
Mulch refresh
Ellison Residence
Aeration and overseeding
Cedar Point
Fall shutdown
Marsh Residence
Work installed and services due.
Log the patio, the planting beds, and the irrigation zones at the property you built them on. It stays on the record with the visit history. See how installations and service work.
Log the patio, the planting beds, and the irrigation zones at the property you built them on. It stays on the record with the visit history. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. Spring opens with a call list instead of a memory test.
Irrigation startup in April, aeration in September, shutdown in October. Set the interval once and Liteo opens the next visit every time it comes round.
Reminders, tasks and notes.
Reminders
Type it like you'd say it. Liteo sets the date.
Call Mara about the maintenance plan
Northlake Dental
Send Pinebrook the site photos
Pinebrook Property Group
Chase the Delta Sign quote
Delta Sign Co.
Warranty check, Unit 4
Delta Sign Co.
Reminders, tasks and notes.
Type it the way you'd say it. "Call Rosales Friday 9am about the irrigation zones" becomes a reminder on the Rosales record, with the date already set.
Type it the way you'd say it. "Call Rosales Friday 9am about the irrigation zones" becomes a reminder on the Rosales record, with the date already set.
One list for the day, with a crew lead on every line. Tick off the Maple Court mulch and the property keeps the trace. See how reminders, tasks and notes work.
What the property manager said about the thin beds at Maple Court, logged on the site in the order it happened. Nobody prices the wrong address.
Everything you needto run the business.
Six things a small team touches every day. Click through, everything below is live.
Your stages, your board. Drag a deal, the record follows.
Liteo also works
for the trades next door.
Every trade gets its own page with its own examples. The customer record underneath is the same.
One plan.
Choose how you pay.
Every feature included. Unlimited records.
Annual
Billed $108 per user a year. Save $48 per user each year.
- Unlimited contacts, businesses, and deals
- Catalog, quotes, and installed products
- Tasks, reminders, and automations
- Lead forms, CSV import and export
- Every new feature, at no extra cost
No card required. Then $9/user/mo, billed annually.
Lifetime
Pay once. Use Liteo for good. Every feature and future update included.
47seats remain
953 sold · 1000 total
- Everything on the plan above
- All future updates, free
- Seats are transferable
- 14-day money-back guarantee
Gone after 1,000 seats. No subscription after you claim.
Common questions
Who it fits, how quotes work, and what you get with the trial.
Still stuck? hello@liteo.io
Put the whole season on a CRM for landscapers.
Load your open projects, add your properties, and see what's quoted and what's due before the crew rolls out.
- 14 days free
- No card
- Cancel anytime