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.
1Walk perimeter and irrigation zones——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
2Include layout of beds, patios, planting plan——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
3Coordinate fence/gate access——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
4Assess irrigation path and slopes——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
5Snap planting zones, fences, drainage——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
6Call out erosion or tight planting access——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
7Confirm landscape border and pad spacing——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
8Flag tree conflicts or grade differences——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
9Ask plant delivery window and staging——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
10Discuss irrigation and erosion checks——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
11Record hardscape path mismatch——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
12Upload site path and border photos——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
13Adjust mulch, edging, irrigation runs——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
14Save landscape site review in database——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
You found the SOP
Now make sure it actually gets done.
14 tasks is the easy part. The hard part is that six months from now the project still has to run this way when you are not the one watching.
Book a free strategy session
Founder of Subtrak · Twenty years in commercial roofing operations
“One session and this template becomes how your company actually does the work, with a name and a date on every step.”
Every project runs your way. And you can see that it did.
Put a name and a date on every step, and the crew gets a reminder when their part comes up.
Book a free strategy session