Clients
Organize every landscaping client, their contacts, properties, and designs in one CRM built for landscape professionals on SimplyScapes.
Clients are available on Professional workspaces only.
The Clients area gives you one organized place to keep track of the people you work with and the properties you design for. Add a client, save their contact details, attach one or more properties (with a satellite map of each), and see every design tied to that client at a glance.
In This Section
- What is the Clients area?. What Clients is for and how it fits into your workflow.
- How do I add a client?. Add a client and fill in their details step by step.
- Adding properties to a client. Attach a property and view it on a satellite map.
- Finding a client's designs. See which designs belong to which client.
How do I export a Takeoff?
Share a Takeoff with clients or teammates in seconds by copying a public link, or download it as a high-quality SVG image to print or keep.
What is the Clients area?
Learn how the Clients CRM keeps contacts, properties, and designs together so landscaping pros stop juggling notes and spreadsheets.