Landscaping & Grounds Contractors - Jobs, Photo Reports, Claims

Planfix is built for field work, not only office teams. Planner boards with conditional lists show jobs by crew, route, or service window without duplicating cards. The Location field and map view help you build efficient routes. Data tags track time, rework, and extra services. Client dashboards share photo reports and history without new logins for your customers. AI Dataminer can also read complaint emails and fill claim fields automatically, which speeds up triage and keeps claims consistent.

Crews see a short list of today’s jobs with addresses, scopes, and required photos. They open a task, follow the checklist, attach before and after pictures, and add quick notes if something changes. There is no need to learn complex screens or menus. You decide which fields are visible so each role sees only what matters. This keeps adoption high and reduces the chance that crews fall back to personal chats and paper notes.

Most teams start by recreating their current job list in Planfix using imports from spreadsheets. You define clients, sites, and basic job templates, then add Planner lists for crews or routes. Photo requirements and checklists come next so you standardize evidence without slowing teams down. From there you can layer in claims, dashboards, and automation at your own pace while keeping existing folders and documents. Many customers reach a stable daily rhythm within a few weeks because the system mirrors the way they already think about contracts and visits.

Yes, you can start with photo reporting as a single use case. You build one job template with required photos and checklists, then send it to crews through the mobile app. Finished jobs roll into simple photo reports grouped by client and date. Once this process feels stable, you can add claims handling, dashboards, and automation rules without rebuilding everything. This reduces risk and lets your team experience the value before you expand to full contract management.