Landscaping software for quotes and invoices

Landscaping quotes with line items for every part of the job

A patio, a planting bed and a cleanup on one total looks expensive, and the customer has no way to see where the money goes.

In Scopie each quote is built from line items, so you can price the base preparation, the paver install, the planting, the mulch and the haul-away separately. The customer sees each part of the job and its price, which makes a larger total easier to understand and easier to approve.

If the customer wants to bring the price down, separate lines let them choose which part to drop or move to a later phase, instead of asking you for a discount on everything.

What a landscaping or hardscape quote should include

Most mid-job arguments come from scope that was discussed on site but never written down.

Write down the measurements and areas you are pricing, the materials by type and quantity, and what preparation is included, such as excavation, base and compaction. Say what is not included: irrigation changes, permits, utility marking, or removal of things you did not see.

Add the practical terms: access for equipment, what happens if you hit rock or roots, how long the quote is valid given material price changes, and how changes to the scope are priced. These details turn a site-visit conversation into something both sides can rely on.

Send the quote while the visit is still fresh

The customer is getting other bids. A quote that arrives days after the visit often arrives too late.

Scopie sends the quote as a link with your business name on it. The customer opens it on a phone or computer, reads the line items and your terms, and responds from the same page, without downloading anything or creating an account.

Scope and terms accepted with a signature

Halfway through the job, the customer remembers asking for a bigger patio.

The customer accepts the quote online and signs it. You keep the accepted quote with its line items and terms exactly as the customer saw them, so the agreed scope is on record before any stone is ordered.

Deposit terms in writing before you order materials

Ordering materials for a job the customer then cancels leaves you with stock you did not plan to buy.

If you take a deposit, write the terms into the quote: the amount, when it is due, and what happens to it if the job is cancelled. Scopie shows the deposit terms you set on the quote the customer accepts and signs. The amount and the rules are your decision. Putting them in the quote means the customer reads them before the job is booked, not after the materials arrive.

Invoices and a client list for repeat work

Landscaping customers come back for the next phase, and finding the old quote should not take an afternoon.

Send the invoice from Scopie when the work is done. Every customer is kept in your client list with their quotes and invoices, so when they ask about phase two you can see exactly what was built and what it was priced at.

Frequently asked questions

What should a landscaping quote include?

The areas and measurements you priced, materials by type and quantity, the preparation work included, what is not included, access needs, how long the quote is valid, how changes are priced, and your deposit and cancellation terms.

Can customers accept a landscaping quote online?

Yes. In Scopie the customer opens the quote link, reviews the line items and terms, and accepts it online with a signature. You keep a record of the quote exactly as it was accepted.

Should a landscaping quote include deposit terms?

If you take a deposit, the quote is the place to state it: the amount, when it is due and what happens if the job is cancelled. Scopie shows the deposit terms you set on the quote the customer accepts. The amount and the rules are up to you.

How much does Scopie cost?

Scopie has three plans by team size: Solo for 1 user, Crew for up to 5 users and Team for up to 14 users. Every plan has every feature. You can try Scopie free for 14 days without a credit card, and current prices are on the pricing page.

Is there a free trial?

Yes. Scopie has a 14-day free trial with every feature, and you do not need a credit card to start. Before the trial ends you choose the plan that fits the size of your team.