Bid pipeline kanban (Not Viewed → Awarded), 5-step bid wizard with 2,226-item catalog, full quote PDF, auto-create project on award.

Phone-call front door — Bark / Hydroseed / Other. Price-first soft quote with tax, then text/email it or drop the lead straight into scheduling.

Build a re-marketing list from last year's bark deliveries, then reach out with 10% off — one customer at a time, you pick who.

Fast quote for small commercial & homeowner service jobs — scope, crew, materials. Print or email directly to customer.

Upload a lab soil test and generate a plain-English treatment plan for customers — seasonal lime & fertilizer recipe, sq ft calculator, and Wilco / Tractor Supply shopping list.

Log calls into 360-225-1125 and route follow-ups. Shared across all staff with filters for status and service type.

Collect an electronic signature on a change order — on the spot or by sending the customer a link.

Every project in one place. Open one to see its status, the office tracker (COI · contract · intent), scopes, plants and safety — or add a new project. Crew see only their field view.

Track project submittals — upload cut sheets, mark approved/rejected, archive revisions. Linked to Google Drive.

Crew MAG / maintenance site visits — photos, dead-plant log, sprinkler check, and the herbicide record. Download each as the WSDOT 540-509 PDF.

Red/yellow/green status per project. Crew leads log units completed (plants, CY, SF, LF, zones); system compares against hours used.

Manage plant vendors — A&R Nursery, Puget Sound Plants, and more. Add contact info, preferred species, and link vendors to plant purchase orders.

Type in plants for a vendor pickup — auto-fills the vendor's address, hours & phone, deliver-to-site or hold-at-nursery, and prints with the inspection checklist.

Projects by estimated (soft) start date — see what's coming and get an email reminder to order product ahead of each one.

Bark & compost on hand at the staging yard — check here before ordering more product.

Every project with its cost codes on one screen — search, filter, bulk archive, print, or export to Google Sheets.

Vendor invoices auto-matched to crew load tickets by ticket number — see matched, unmatched invoices, and tickets still waiting on an invoice.

Monthly view of uploaded tickets. CSV export.

Sent to QuickBooks + crew flags waiting on you.

Liz's routine as a clickable checklist + how-to — payroll & fuel JEs, bills, recon, invoicing.

Match vendor statements to QuickBooks by invoice # — flags missing + wrong amounts.

Credit-card charges vs. receipts — drop Chase CSVs, hunt down what's missing (Mon & Fri).

Snap a photo of a card receipt — auto-tagged to you, straight to the office.

New projects to convert into QBO Projects — with the right prime + a direct link.

Add or edit cost codes — the number timecards use, plus the 3-letter code the crew see when they clock in.

Turn the Payroll NW Job Cost (extended) report into a QBO journal-entry CSV — wages & taxes split per job, balanced, no hand-keying. Upload, map jobs once, download.

What QBO journal entries still need doing this week — fuel + payroll (by run #). The fuel and payroll tools log themselves; mark each Posted once it's in QuickBooks.

Filter time entries by project, employee, date range. For certified payroll review and auditing wrong clock-ins. CSV export.

Build the WA L&I certified payroll XML for a Government project + week, then download it and upload to L&I. No more manual re-keying.

Week view of jobs from Google Calendar (Bark / Hydroseeding / Landscape). Each event parsed for customer, qty, location, recommended truck + crew + duration.

Teach the auto-scheduler who works with whom and special rules (e.g. Brydon starts new Landscape jobs). Your rules override what it learns from recent jobs.

Manage incoming job requests, approve and confirm hydroseeding and bark blowing jobs, send customer notifications.

What's in each bark blower, hydroseeder & dump truck right now. Updated automatically when crew sends OMW. Check before the next job — no surprise rinse jobs.

Work days, SMS schedule, archive & activate employees. Set which days each crew member gets their next-day job text.

Create a new employee account, auto-assign their ID, and send their onboarding link via WhatsApp or email so they're ready to clock in day one.

Approve or reject crew time-off requests, plus set each employee's PTO balance — one page, tabs for Pending / History / Balances.

See who has signed their 4/10 work agreement and who hasn't. Send SMS reminders to unsigned employees with a direct link.

When crew taps "Missing cost code" the AI auto-adds it if it's a clear match. Review what it did here. Accept → keeps it. Reject → rolls it back and texts the crew.

Open task list — safety follow-ups, repairs, to-dos. Mark complete with name for QC.

File a report · L&I claim tracking · work restriction dates · SMS to Rena & Brydon.

Add videos for crew — safety training, project briefings, recognition, announcements. Required videos appear before clocking in. YouTube, Vimeo, or Google Drive.

Everything SMS in one hub with tabs: send next-day arrival windows, failed sends with edit + resend, sent history, live wall monitor, permissions check.

WA IFTA · Oregon Heavy Highway Mileage · Job costing by project & equipment. Quarterly CSV export. Send OR miles reminder to CDL drivers.

Manually enter a fuel fill-up on behalf of a crew member.

Shop run list from inspections, oil changes, filter swaps — log and track routine maintenance per vehicle.

Cross-table ops console — SMS queue, repair requests, reorders, bids, signatures, fillups, receipts, herbicide log, inspections, calls.

View and manage who can access what across the entire portal — by role group or per employee.