The Professional Landscape Workflow

17 steps from first site visit to finished garden — the complete system professional landscape companies follow.

  1. On-Site Visit — First Contact: Meet the client. Walk every corner of the garden. Capture dimensions, existing features and the client's vision — on your tablet. No paper forms. No scribbled notes to lose on the drive home.
  2. Drone Survey — Aerial Precision Overlay: Where site complexity demands it — fly the site with a DJI drone, process the footage in DJI Terra and import the orthorectified aerial image directly into Dreamscape. Every measurement you draw in the Sketch Plan is now anchored to real-world coordinates.
  3. Project Brief — Client Interview: 7-section digital form completed on site: Vision, Garden Style (Mediterranean, contemporary, cottage, formal landscape and more), Key Features, Practical Needs, Budget & Timeline, Site Conditions, Private Notes. Saved to the cloud the moment you type.
  4. Sketch Plan — CAD on Tablet: Open the CAD Editor on your tablet. Draw the boundary, house footprint, doors, windows, zones and existing features — directly over the drone overlay if available. Professional precision without the learning curve.
  5. First Signature — ⭐ Critical Milestone: Client approves the brief and sketch plan — signed digitally, right now. Do NOT buy a single plant or book any contractor before this signature. Time is money. Stay protected. Always.
  6. CRM — Client File — Company CRM: Add the client to your company CRM. Contact details, project history and linked plans all live in one place. Business Chat threads are automatically tied to the client record — every message, every decision, fully searchable. No lost emails, no duplicate spreadsheets.
  7. Garden Designer — 2D + 3D Design Studio: Trace over the Sketch Plan you created — you are still working in 2D. The difference: the backend builds the 3D for you procedurally in real time. Every fence, path, plant, pergola and structure is modelled live by the engine as you draw. Click the 3D button and your design appears instantly — elevation views, walkthroughs, everything. Prep done once; the platform handles the 3D automatically.
  8. 3D View & Elevations — Visualise Everything: This is where upfront preparation pays off. Your plant library — built once before your first project — means every species is already there, ready to drag and drop. The elevations you noted on the first site visit? Place them in the plan and get front & side elevation views instantly. Do the work once. Every project runs faster because of it.
  9. AI Vision — Photorealistic Renders: Generate AI-powered photorealistic renders of the finished garden. Show the client exactly what they are getting — before a single spade breaks the ground. No imagination required from either side.
  10. Pitch Deck PDF — The Winning Proposal: One click. A professional proposal: 3D views, front & side elevations, full planting palette with your own plant photos and prices, complete cost breakdown. Present it in the room or send it by email.
  11. Contract & Deposit — ⭐ Critical Milestone: Client signs the contract digitally inside Dreamscape. Payment schedule agreed. Deposit collected. The project is officially live — every party fully protected by an electronic audit trail.
  12. Command Centre — Financial & Time Control: Manage money and time across every live project. Full payment schedule at a glance: deposit received, instalments, due dates and overdue flags. Log actual time on site per visit — Business accounts see team hours per project; Pro accounts log their own site time. Invoice at a click. Full financial and time overview without leaving Dreamscape.
  13. Team Hub — Multi-Project Management: Assign tasks to every team member across all live projects simultaneously. Color-coded deadlines make it instantly clear which projects are on track and which are at risk. Every task has a linked Business Chat thread — raise a block, brief a subcontractor or flag a risk without switching apps. No project falls through the gap.
  14. Installation & Build — On-Site Execution: The team executes on site against the Dreamscape plan. Task completion is logged in real time. Clients receive live progress updates via Business Chat — no need to call for an update. Everything is time-stamped: what was done, when, and by whom.
  15. Time on Site — Build Hours & Schedule: Log the actual time your team spends on site for every visit — from groundworks to final planting. Projects rarely complete in a single day; track hours across days, weeks or multiple visits. Full time history per project gives you accurate billing data, realistic scheduling for future bids and a clear record if any dispute arises.
  16. Business Chat — Team & Client Messaging: Keep every stakeholder aligned without leaving Dreamscape. Message your team across active projects, send progress updates directly to clients and keep every conversation linked to the right job. No more switching between WhatsApp, email and phone calls — one thread, one place, full history.
  17. Project Complete — Deliver & Handover: Final payment collected. Handover documented and signed off. The project enters your Dreamscape portfolio. Your showcase grows. Your next client is already watching.