Property Walk Notes to Proposal

Turns the notes you took while walking a customer's property into a clear, organized proposal the customer can read, understand, and approve.

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Before and after

BEFORE · what the owner typed

Walk notes for Monica Rocha, 510 Highfield St, Dovecrest. Business is Laurelfield Landscaping, I'm Miguel Poole, 234-555-0132. She wants the front yard cleaned up before her daughter's party. Front bed along porch overgrown, 30 ft, pull weeds, edge, 3 yds mulch. $420 for bed work, mulch included. Big limb cracked on the maple hanging over the walkway to the driveway, she walks under it daily. Trim and remove limb, $350. Sprinkler head by the mailbox broken and spraying the sidewalk nonstop, replace head $65. Lawn mow and edge front and back, $90. Back fence line has a bunch of volunteer saplings, clear about 40 ft, $280. Hedge along the side needs shaping, 25 ft, $150. Price good for 30 days. 50 percent deposit to book, rest when done. Can start next week.

AFTER · what the skill produced

Hi Monica,

Thank you for walking the property with me at 510 Highfield St. You told me you want the front yard cleaned up before your daughter's party, so I started there. Here is what I found and what we recommend.

Safety concern, recommended now

Maple limb over the walkway to the driveway: the limb is cracked and hangs over a path you walk under daily. Trim and remove the limb. $350

Safety subtotal: $350

Recommended now

Front bed along the porch, 30 ft: the bed is overgrown. Pull weeds, edge the bed, and spread 3 yards of mulch. Mulch is included. $420
Sprinkler head by the mailbox: the head is broken and spraying the sidewalk nonstop. Replace the head. $65

Recommended now subtotal: $485

Also recommended

Front and back lawn: mow and edge both. $90
Back fence line, about 40 ft: there are volunteer saplings growing along the fence. Clear them out. $280
Side hedge, 25 ft: the hedge needs shaping. Shape the hedge. $150

Also recommended subtotal: $520

Grand total: $1,355

Approval options

Safety concern only: $350
Safety concern plus Recommended now: $835
All three groups: $1,355

You are welcome to approve everything or choose the items you want. Any item you decide to hold off on, I will note as your decision.

Terms

This proposal is good for 30 days.
A 50 percent deposit books the job, and the rest is due when the work is done. On the full $1,355 that is a $677.50 deposit.
I can start next week.

To approve, reply to this message or call me at 234-555-0132.

Miguel Poole
Laurelfield Landscaping

Questions for the owner

Do you want the customer's email or phone number added to the proposal?
Should the limb removal include hauling away the debris? The notes do not say.
Is the deposit amount for a partial approval also 50 percent? The notes only gave the percentage.
Should the saplings along the fence include stump treatment? The notes do not say.

What it does

Turns the notes you took while walking a customer's property into a clear, organized proposal the customer can read, understand, and approve. Handles small cleanups and large multi-area jobs.

Use it when: Use when a landscaping business needs to turn property walk notes, site measurements, or rough jotted scope into a clear customer proposal, such as: write up a proposal from my walk notes, quote this yard, or turn this site visit into an estimate.