Contract Creation & Execution for Landscaping
The Contract Creation & Execution process provides landscaping contractors with a professional framework for drafting clear, consistent agreements. It includes project scope, design details, materials, labor, and timelines to ensure accuracy and transparency. By standardizing this process, contractors reduce disputes, improve efficiency, and present a polished, professional image to clients. The workflow also supports sales teams by improving accountability and organization in contract preparation. Clients benefit from clarity and reliability, while contractors gain stronger close rates and profitability. With this system in place, landscaping companies can win more projects, build trust, and grow sustainably through consistent contract practices.
1Review approved proposal details——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
2Choose appropriate contract template (lump sum, T&M, etc.)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
3Fill in project-specific information (scope, price, schedule, terms)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
4Include payment schedule and any milestone requirements——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
5Add necessary legal language (warranties, change order terms, etc.)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
6Attach supporting documents (insurance, licenses, drawings, etc.)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
7Internally review contract for accuracy and completeness——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
8Send draft to client for review——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
9Answer any client questions or requested changes——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
10Make revisions if needed and resend for approval——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
11Send final contract for signature (electronic or in-person)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
12Confirm contract is signed by both parties——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
13Save and file fully executed contract in project records——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
14Notify internal team that contract is complete and project can begin——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