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Templates/Landscaping Quote Tracker

Landscaping Quote Tracker.

Track every bid from site visit to signed job and see your close rate.

Live demo coming soonLocal services · Sales
Demo screenshot coming soon

About this template

A pipeline board that moves each bid from new lead through site visit, quote sent, and follow up to won or lost. Totals show open quote value, close rate, and average days from quote to signed job. Log a lost reason on every dead quote so you learn whether you are losing on price or on speed.

The live demo ships with sample data: Includes 48 sample quotes from one spring season: mowing contracts, mulch installs, cleanups, and patio work, with stages, dollar values, follow-up dates, and lost reasons.

The prompt behind this template

This is the exact description the Prized agent built it from. Yours can be one sentence: the agent fills in the rest, and you refine from there.

Show the full prompt

Build a quote pipeline tracker for Stonebrook Landscaping, an eight person landscaping company in Boise that bids mowing contracts, mulch installs, cleanups, and patio work. Layout. Start with a four card stat row: Open Quote Value ($86,400), Close Rate (42%), Average Days from Quote to Signed (9.4), and Follow Ups Overdue (6). Below it, the main view is a pipeline board with six columns: New Lead, Site Visit, Quote Sent, Follow Up, Won, Lost. Each card shows the client name, a job type badge, the quote value, days in stage, and the next follow up date, with the date in red when past due and an amber flag when a card has sat in one stage more than 14 days. Won cards get green value text and Lost cards show their lost reason in red. Clicking a card opens a side panel with the full quote and an edit form for stage, value, follow up date, and notes; moving a card to Lost requires picking a lost reason. An Add Quote button opens a dialog capturing client, job type, value, stage, and follow up date. A second tab, Insights, holds four charts: a bar chart counting lost quotes by reason, a bar chart of open value by stage, a line chart of quotes sent versus quotes won per week over the last 16 weeks, and a two bar comparison of close rate for quotes followed up within 3 days versus later. Data. Seed 48 quotes spread over the last 16 weeks, reading like one spring season. Job types and value ranges: mowing contracts $2,400 to $6,000, mulch installs $800 to $2,500, cleanups $350 to $900, patio work $8,000 to $22,000. Distribute stages so roughly 15 are open across the first four columns, 14 are Won, and 19 are Lost. Lost reasons: Price Too High, Went With Faster Bidder, Postponed Project, Hired Another Contractor. Plant the story: Went With Faster Bidder is the top lost reason, concentrated in patio quotes over $10,000, while quotes that got a follow up within 3 days closed at roughly double the overall rate. The Insights charts should make this pop. Behavior. Close rate, open value, and days to signed are computed from the quotes, never typed in. Inside each column, sort cards by follow up date, soonest first. The board must look full and tell its story with zero interaction, since public visitors are read only. Visual identity. Use a teal accent for primary actions, stage highlights, and chart emphasis on a clean light neutral base, with a fresh outdoor trades feel.

Works with your data

The demo runs on sample data. Once it is in your workspace, connect the real thing:

  • Google Sheets
  • Twilio

How templates work

  1. 1. Open the live demo. It is a real tool, not a mockup.
  2. 2. Use this template to get your own editable copy.
  3. 3. Prompt changes in plain language until it fits.
  4. 4. Connect your data and share it with the team.

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