CRM for landscapers — properties, routes, and repeat maintenance
A landscape business is a property business. Every customer is a property with a lawn size, a plant list, a gate code, a preferred cadence, and a card on file. Glo Invoice's customer profile treats it that way: property notes, visit history, current cadence, and a running list of one-off installs and cleanups all in one screen.
The recurring invoice engine handles the weekly / bi-weekly / monthly cycle. The CRM side keeps every install, mulch job, and seasonal cleanup filed against the same property so end-of-year reporting takes minutes.
How Glo Invoice does it
Every property, every visit, one screen
Open a customer and see the property notes (lawn size, gate code, dog warning, plant preferences), the current recurring cadence, the last five visits, and every one-off install or cleanup as a line item.
- Property notes: size, gate code, dog, plant preferences
- Recurring cadence displayed on the profile
- Every one-off install, cleanup, and mulch job attached
Route grouping and monthly rollup
Tag customers by route or day so the crew sees Monday's stops in one list. Property managers with multiple sites can bill month-end as a single rollup or as individual invoices per site.
- Tag by route, day, neighborhood
- Monthly rollup billing for multi-site managers
- CSV export by tag for route optimization
Design-build to maintenance without retyping
The install estimate becomes the install invoice becomes the customer's first recurring maintenance cycle. Same profile, same card, same plant list — the maintenance history starts the moment the install wraps.
How it works
- Step 1Add each property once
Address, size, notes, cadence, card on file. Import from CSV if you already have a book.
- Step 2Recurring invoices automate the route
Weekly / bi-weekly / monthly on the cadence you set. Autopay optional.
- Step 3One-off jobs attach to the property
Cleanups, mulch, aeration all bill against the same customer and card.
- Step 4Pause for the season, resume in spring
One tap to pause a customer or the whole route. Auto-resume on the date you set.
Which landscape businesses use it
Lawn care and mowing routes, full-service landscape maintenance, design-build firms, hardscape specialists, tree services, and irrigation installers.
Frequently asked
Related in Glo Invoice
Own the property, own the maintenance
14-day free trial covers unlimited properties and recurring invoices.