SOP Templates > Landscaping > Bidding & Estimating > Pre-Bid Site Visit Process

Pre-Bid Site Visit Process for Landscaping

The Pre-Bid Site Visit Process workflow supports landscaping contractors by ensuring accurate evaluations before bidding. It includes reviewing grading, measuring areas, checking access, identifying environmental factors, and confirming irrigation or utility conflicts. Managers document findings, take photos, and reconcile with plans. By using this process, landscaping companies reduce estimating errors, protect profitability, and improve efficiency. Clients benefit from confidence in transparent, accurate proposals. Teams gain accountability with documented reviews. With this workflow in place, landscaping contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably with bids based on site conditions.

Walk perimeter and irrigation zones

Include layout of beds, patios, planting plan

Coordinate fence/gate access

Assess irrigation path and slopes

Snap planting zones, fences, drainage

Call out erosion or tight planting access

Confirm landscape border and pad spacing

Flag tree conflicts or grade differences

Ask plant delivery window and staging

Discuss irrigation and erosion checks

Record hardscape path mismatch

Upload site path and border photos

Adjust mulch, edging, irrigation runs

Save landscape site review in database

Walk perimeter and irrigation zones

Include layout of beds, patios, planting plan

Coordinate fence/gate access

Assess irrigation path and slopes

Snap planting zones, fences, drainage

Call out erosion or tight planting access

Confirm landscape border and pad spacing

Flag tree conflicts or grade differences

Ask plant delivery window and staging

Discuss irrigation and erosion checks

Record hardscape path mismatch

Upload site path and border photos

Adjust mulch, edging, irrigation runs

Save landscape site review in database