Consultation Speed Dial
- 1Homeowner submits an estimate request on the website.
- 2Automation sends an immediate text with a calendar link for a site visit.
- 3System notifies the estimator and creates a lead profile in the CRM.
Systems for Hardscapers
Streamline Your Hardscaping Operations and Project Lead Flow
Hardscape contractors bring in revenue through the precision installation of permanent outdoor structures like retaining walls, patios, and outdoor kitchens. Revenue tends to slip through during the design phase when selections stall, or through inadequate tracking of site measurements and change orders.
Home Services
- Missed Call Text Back
- Selection Follow-Up
- Site Visit Booking
- Client Portal
- Review Request Automation
Also for: Hardscape Contractors
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
A prospect requests a consultation for a new outdoor living space or retaining wall.
- 02
Site Visit
The owner or estimator conducts a site evaluation to check grades, drainage, and access.
- 03
Design and Selection
Hardscape materials, stone textures, and paver patterns are presented for client approval.
- 04
Proposal
A detailed quote is issued including base preparation, materials, and labor costs.
- 05
Staging
The project is scheduled and heavy equipment and materials are mobilized to the site.
- 06
Installation
Excavation, base compaction, and stone setting occur according to the engineered plan.
- 07
Punch List
A final walk-through ensures all edging is secure and joint sand is properly settled.
- 08
Project Close
Final payment is collected and maintenance instructions are provided to the homeowner.
Where it leaks
Common problems for hardscaping companies.
01
Lead Friction
Potential clients often drop off when they cannot get a rapid response for an estimate request. In this industry, the first contractor to schedule a site visit usually wins the contract.
02
Selection Stalling
Projects frequently get delayed because clients are overwhelmed by paver and stone choices. Without a system to nudge material selection, your crew schedules can fall into disarray.
03
Change Order Gaps
When a client requests a patio extension mid-build, verbal agreements often lead to lost revenue. Failing to document and invoice for these additions immediately drains the profit margin.
04
Drainage Liability
Improper grading can lead to water issues that result in costly warranty work. Inconsistent documentation of site conditions before and after the build increases your liability risk.
05
Payment Delays
Waiting for a physical check after a pallet of stone has already been laid hurts cash flow. Manual billing processes slow down the ability to pay suppliers and subcontractors on time.
What LATTICE can build
Systems built around how you work.
Missed Call Text Back
Ensure every homeowner gets an immediate response when they call for a patio quote while your crew is operating heavy machinery.
Selection Follow-Up
Automated sequences that send stone catalogs and reminders to clients to finalize their material choices before the start date.
Site Visit Booking
Allow prospects to book their own consultation based on your availability, ensuring your estimator spends more time on site and less time on the phone.
Client Portal
A centralized hub where homeowners can view 3D renderings, sign proposals, and pay progress invoices for their outdoor living project.
Review Request Automation
Automatically prompt satisfied clients to leave a review once the final sand is swept and the equipment is off the property.
Project Reactivation
Reach out to past clients who only did a patio to see if they are ready for the outdoor kitchen or lighting phase of their master plan.
Document Follow-Up
Systematically remind clients to sign off on site plans and permits to keep the mobilization schedule on track.
Example systems
What it looks like in practice.
Material Approval Workflow
- 1Contract is signed and the project status moves to Selection.
- 2Client receives an automated link to the digital stone gallery.
- 3System sends weekly reminders until the material choice is logged and confirmed.
Final Payment Collection
- 1Project status is marked as Punch List Complete.
- 2Client is sent a final invoice via SMS with a secure payment link.
- 3System automatically sends a thank you note and a request for a Google review.
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from hardscaping companies
How can this help if I am already booked out for several months?
Even with a full schedule, systems help by pre-qualifying leads and ensuring that your future pipeline is composed of high-value projects. It also automates the communication required to keep those future clients engaged so they do not cancel before you arrive.
Can it help me manage the different phases of a large build?
Yes, the system allows you to track progress from excavation through masonry and final cleaning. You can trigger specific internal tasks or client updates based on which stage the hardscape project has reached.
Will this help with collecting deposits for materials?
Absolutely. You can automate the delivery of deposit invoices as soon as a proposal is accepted, ensuring you have the funds to secure stone and pavers before the project starts.
Does this work for both residential and commercial hardscaping?
The platform is flexible enough to handle the long-term follow-up required for commercial bids while maintaining the high-touch communication expected by residential homeowners.
How do I keep my crew updated on project changes?
By using a centralized CRM, all notes, photos of site conditions, and change orders are stored in one place, allowing for a clear transition from the sales team to the site foreman.