TO: SALES · RE: FRONT GARDEN
“Could we add two more azaleas?”
Please keep the side gate closed. Can you send the revised price before ordering?
THE OPERATING SYSTEM FOR LANDSCAPINGLess chasing.
Less chasing.
More getting done.
From the first phone call to the last plant in the ground. Your customers, crews, equipment, and company—working from the same plan.
- Turn calls into opportunities with a clear next step.
- Connect the estimate, crew, plants, and equipment.
- Keep every handoff and customer detail with the job.
Built in Nashville. Built around your operation.
“We’d like to redo the front garden.”Voice agent → Contact + property → Site visit
Sample call Your operation, connected.Illustrative workspace
First callApproved workReady crewJob history
From interest to installation
Keep a next step on every opportunity.
Inquiries
7
Qualified
5
Site visits
3
Estimates
2
Put the plan on the calendar
People, places, and timing together.
Crew loadoutNursery · Installation 01
Property walkthroughOak Hill · Alex Lane
Plant deliveryWesthaven · Purchasing
Follow the plants
12 / 22 plants receivedOak Hill
12 received8 ordered2 scheduled
Variety, quantity, nursery location, and the job each order supports.
Keep equipment with the job
ReservedA contact. A job. A crew. The same context.Calls · Plants · Equipment · History
Win the next job
- Capture calls and property requests
- Book visits and keep follow-ups visible
- Track estimates, revisions, and approvals
Give the crew a plan
- Schedule jobs, people, and deliveries
- Assign trucks, trailers, and equipment
- Share scope, site access, and priorities
Know what is ready
- Connect plant lists to purchase orders
- Track receiving, staging, and allocation
- Keep shortages and changes with the job
Keep the whole history
- Link calls and crew messages to records
- Preserve decisions and source details
- Carry customer preferences forward
ONE CONNECTED WORKDAYScroll to explore, or choose a screenSample company data
01 / 04
Know what needs you. Before the day gets away.
One starting point for active jobs, open estimates, and the decisions holding up your team.
AnvilSample workspace
TUESDAY · YOUR COMPANY AT A GLANCE
View calendarGood morning, Alex.
Here’s what needs your attention today.
Jobs in motion06 Across 4 crews
Open estimates02 Ready for follow-up
Today’s priorities03 Need your attention Stay ahead of the handoff
Start herePriority
Confirm nursery pickupOak Hill · Installation crew
Before 8:00 AMReview the revised estimateBelle Meade · Landscape enhancement
Needs approvalReturn the homeowner’s callWesthaven · Site access details
This morningThe Oak Hill crew is scheduled. Confirm plant pickup before the truck leaves.
On the schedule
8:00
Crew loadoutNursery · Installation 01
10:00
Property walkthroughOak Hill · Alex Lane
13:00
Plant deliveryWesthaven · Purchasing
Evergreen Landscape Co.Explore the sample workspace
One record connects the handoff.
CallEstimateCrewPlantsEquipmentHistory
One job.
Everything it takes to get it done.
The office sees the order. The nursery sees the plants. The crew sees the plan. Anvil keeps the details connected across the handoff.
ANVIL / ONE CONNECTED OPERATIONOffice → Nursery → Field
AnvilSample workspace
PURCHASING + NURSERY
1 follow-upKnow what’s here. And what isn’t.
Oak Hill · Installation materialsPO-2084 · Linked to JOB-1042
View job Plant / materialSizeQtyStatus
Encore azalea3 gal12Received
Green Velvet boxwood5 gal8Ordered
Little Gem magnolia30 gal2Delivery scheduled
Hardwood mulchcu yd4Needs confirmation
NURSERY LOCATIONPad B · Installation stagingReceiving notes and photos attached
Replacement pots need review.Keep the original order and the change history together.
READY FOR THE HANDOFF
The right equipment.
The right job.
Field view8:00
TODAY’S INSTALLATIONOak Hill
Front garden
Property notes attached
Installation 013 team members · Truck 04
Scope and access notesPlant list and quantitiesEquipment assignment
Scope and access notesPlant list and quantitiesEquipment assignment
Open the job record
Illustrative field viewPO-2084JOB-1042Installation 01
SAMPLE JOB, CONNECTED
1job record
3crew members
22plants specified
2reserved assets
Illustrative records, not live activity.CONNECTED HANDOFF
01Customer requestOak Hill · Site walk
02Scope and approval22 plants · +2 pending review
03Nursery receivingPO-2084 · 12 received
04Crew readinessInstallation 01 · 3 people
Illustrative records. Review remains with your team.For the companies
that bring a landscape to life.
From a nursery pad to a customer’s property. Built around the people who sell, plan, source, and deliver the work.
Landscape contractors
Estimates, installations, and the team behind every job.
Design-build teams
Property concepts, revised scopes, and coordinated handoffs.
Maintenance companies
Recurring work, crew schedules, and equipment readiness.
Nurseries & growers
Plant availability, receiving, staging, and job allocation.
Commercial grounds teams
Site requirements, account context, and repeat service.
Planting & enhancement crews
Plant lists, delivery windows, and field instructions.
Industries and teams Anvil is designed for. This is not a customer endorsement list.
THE CONNECTED OPERATION
01Customers + propertiesPreferences / history / access02Sales + estimatesScope / pricing / revisions03Jobs + crewsAssignments / readiness / notes04Plants + purchasingQuantities / staging / pickupEvery view is a different way into the same work.
Your team already has enough tabs open.
Anvil brings the work and its context together.SlackEmailCalendarElevenLabsEstimatesNursery
Available connections depend on your company’s setup. Workspace visuals throughout this page use illustrative data.
ONE WORKDAY. ONE OPERATING PICTURE.Every handoff has a before.
Every handoff has a before.
And an after.
Anvil keeps the details moving from the first customer conversation to the final photo, without asking your team to rebuild the story at every step.
JOB READINESS7 of 8 details readyReplacement pots still need purchasing review.
A customer calls
Site-walk request, property, contact details, and planting interests captured.
Sales follow-up createdA crew loads out
Truck, equipment, site access, plant quantities, and open questions checked together.
Ready to leaveA site walk begins
Customer history, property photos, prior work, and qualification notes travel with sales.
Context attachedPlants are received
Quantity, size, condition, nursery location, and the jobs they support stay visible.
Two pots need reviewThe job is documented
Progress photos, crew notes, customer promises, billing status, and next visit are recorded.
Customer update ready
Right nowToday’s work and open decisionsWhat changedThe request and its sourceWho owns itA person and a clear next stepWhat needs reviewCommitments stay visible
Illustrative workday using sample records. Your workflows, roles, and connected systems are configured around your operation.
There’s a lot behind a beautiful result.
Give every part a place.
Explore the workflows Your fleet has a schedule.
Keep it with the crew’s.
Truck 04 + enclosed trailerOak Hill · Installation 01 · Wednesday
ReservedSALES / SITE WALK
Turn a missed call into a clear next step.
Keep the request, property, preferred window, and assigned owner together before promising an estimate.
- Owner
- Sales representative
- Keep together
- Property, scope, contact, and preferred window
NURSERY / READINESS
Quality check before loadout.
Record condition, quantity, and staging location so a replacement or shortage stays attached to the job.
- Owner
- Nursery lead
- Keep together
- Condition photos, received quantities, and the job
MAINTENANCE / PROMISES
A changed visit with a clear owner.
Keep the customer’s request, route context, and notice step visible while the route manager reviews the change.
- Owner
- Route manager
- Keep together
- Original visit, new request, and customer notice
Illustrative equipment and records. Availability and workflows depend on your company’s setup.
THE PROBLEM ISN’T A MISSING APP. IT’S MISSING CONTEXT.
One change. Five places to check.
A customer changes the scope. The email, estimate, order, and crew conversation all need to agree.
EST-1042 · REVISION DRAFT
Front garden renovation
Original scope$12,800
2 × $95+$190
Revised total$12,990
PICKUP LIST · STILL THE OLD VERSION
PlantQtyStatus
Azalea · 3 gal12Staged
Boxwood8Ready
Magnolia2Ready
INSTALLATION 01 · JOB THREAD
“Which quantity are we loading?”
The truck is ready. The estimate says fourteen. The pickup list still says twelve.
CALL NOTES · PROPERTY ACCESS
Call before arrival. Side gate must stay closed.
OAK HILL RESIDENCE
Front garden renovation
One connected record. Nothing important left in someone’s inbox.
REQUESTED QUANTITY12 143-gallon azaleas
SCOPE DIFFERENCE+$1902 additional plants × $95
REVISED ESTIMATE$12,990Original $12,800 retained
“Could we add two more azaleas?”Original customer email · 9:42 AM
SalesEstimatingPurchasingNurseryCrew
Approval comes before the order changes.Keep the customer’s decision, responsible person, and source.
Illustrative workflow. Connected sources and available actions depend on your company’s setup.
EXPLORE ANVILYour work.
Your work.
All the way through.
01 / 04
Start with the whole job.
Property, scope, photos, and customer preferences. The context your team needs before the first visit.
AnvilSample workspace
Front garden renovation
Installation
Oak Hill residence
Nashville, Tennessee Installation 01 · 3 people Truck 04 + trailer EST-1042 · For review
Before you arrive
Call the homeowner. Close the side gate after every visit. Keep the front entry clear.
The right plants. The latest list.
Plant / MaterialQuantityLocationStatus
Azalea · 3 gallon12 → 14Nursery · Bay AReview change
Boxwood · 3 gallon8Nursery · Bay BReady
Magnolia · 15 gallon2Nursery · Tree rowReady
Hardwood mulch4 cu ydSupplier pickupConfirm pickup
Crew assignedInstallation 01
Truck assignedTruck 04
Access instructionsSide gate · Call ahead
Plant changeWaiting on approval
The decision has a source.
C
Customer Email · 9:42 AMCould we add two more azaleas? Please send the revised price before ordering.
A
Alex · Sales Job note · 9:48 AMRevision drafted: two additional plants at $95 each. New estimate total: $12,990.
N
Nursery team Job thread · 9:54 AMThe original twelve are staged in Bay A. We’ll confirm the extra two after approval.
Customer email Estimate revision Job thread
The history stays useful.
Save progress photos with the jobExample complete
Review the installation checklistExample complete
Record customer feedbackNext step
Confirm the account’s next follow-upNext step
ILLUSTRATIVE DEPOSIT$6,400Linked to the account and job
CUSTOMER PREFERENCE
“Call before the crew arrives.”
Carried into the next visit.One job. Its complete context.
01 / The job · Scroll to continue, or choose a chapter
LESS SOFTWARE HUNTING. MORE ACTUAL WORK.From “can you take a look?”
From “can you take a look?”
to “look what we built.”
A closer look at the records behind the work. Explore an estimate, open a property’s history, and follow the details into the field.
Make the scope clear.
Keep the next version connected.
Line items, customer requests, proposal status, and revisions sit alongside the opportunity.
Anvil / EstimatesIllustrative workspace
EST-1042 · OAK HILL
ProposalFront garden renovation
Plants and materials22 plants · Bed preparation · Mulch$4,600
Installation labor3-person crew · Site preparation + planting$5,400
Irrigation adjustmentsDrip line · Testing · Final walkthrough$2,800
Illustrative project total$12,800
Example pricing only. Changes require review before approval.
Remember the property.
Not just the last email.
Site access, preferences, past conversations, estimates, and jobs stay with the property.
Anvil / PropertiesIllustrative workspace
PROPERTY PROFILE
Oak Hill residence
Nashville, Tennessee
AccessSide gate · Close after each visit
Sun exposureAfternoon sun across front beds
Customer preferenceCall before the crew arrives
One property. Its conversations, plans, and work.
Crews that leave prepared.
Assignments, trucks, site instructions, and materials before loadout.
Plants with a paper trail.
Variety, size, quantity, condition, location, and the job waiting for them.
The next visit has context.
Recurring work, customer preferences, service notes, and follow-up tasks.
COMPANY CONTEXT / CONNECTED RECORDSNot another place to search.
01/ 04CHOOSE A CHAPTERNot another place to search.
The connections you were missing.
One company memory
SOURCECustomer email“Two more azaleas”
LINKED RECORD+$190 / Revision draftApproval remains visible
CONNECTED RECORDS Same job / original sources
| Record | What it contains | Responsible team | State |
|---|---|---|---|
| JOB-1042 | Front garden renovation | Operations | Installation |
| EST-1042 | Planting scope + labor | Estimating | Revision draft |
| PO-2084 | Azaleas / boxwood / magnolia | Purchasing | Review quantity |
| PROP-1028 | Oak Hill residence | Account owner | Access notes saved |
Illustrative records and workflow. Available connections and actions depend on your company’s setup.
GET INSIDE THE CRMYour operation.
Your operation.
Not another empty dashboard.
Choose a workflow. Explore the sample records, details, and next steps.
PipelineGood opportunities
Good opportunities
deserve a next step.
Calls, contacts, properties, estimates, and follow-ups connect from the first conversation. See what’s moving and what needs a nudge.
Keep the whole conversation.
The property, request, last interaction, and responsible person stay with the opportunity.
AnvilSample workspace
GROWTH
New opportunityA next step for every opportunity.
Open pipeline$83,300
Opportunities5
Proposals to follow up2
Sample company dataOpportunityStageValueOwner
SIX ROLES. ONE SHARED RECORD.Give every person
Give every person
the answer they need.
The same job looks different from sales, the nursery, the field, and the owner’s desk. Anvil connects those views without losing the original request or decision.
Front office
“Who called, what do they need, and what did we promise?”
- Anvil connects
- Call, customer, property, request, owner, and next action.
- Next action
- Route the request with context
Sales
“Is this customer qualified, and when can we get on site?”
- Anvil connects
- Opportunity, service area, site-walk details, availability, and follow-up.
- Next action
- Book the right next step
Estimating and design
“What did we see, what changed, and what should it cost?”
- Anvil connects
- Site photos, plans, scope, plant list, revisions, and approvals.
- Next action
- Send a complete estimate
Nursery and purchasing
“Do we have the right plants in the right condition for this job?”
- Anvil connects
- Variety, size, quantity, source, condition, staging, and allocation.
- Next action
- Prepare the job accurately
Operations and crews
“Where are we going, what are we doing, and what could block us?”
- Anvil connects
- Schedule, people, truck, equipment, access notes, plans, and materials.
- Next action
- Start the day ready
Owners and managers
“What is moving, what is stuck, and what needs my attention?”
- Anvil connects
- Pipeline, workload, changes, invoices, payments, and accountable owners.
- Next action
- Act on the exceptions
ANVIL VOICEThe next job starts
The next job starts
with “hello.”
Give the caller a useful conversation—and give your team the details, appointment, and next step that come out of it.
INBOUND CALLInteractive example · No audio
Your company’s first hello.
Listening01 / 04
A visual walkthrough of the connected voice workflow.From conversation to next step
Anvil00:03
“Thanks for calling. Tell me a little about the property and what you have in mind.”
A real conversation starts with the customer’s request.
CONNECTED RECORDOak Hill · Garden renovation
In progress Customer details Property context Appointment next step
ONE CONNECTED OPERATIONDifferent departments.
Different departments.
The same understanding.
Follow the information—not another game of telephone.
ANVIL / CONTEXT IN ACTION
01Sales
Start with what the customer said.
The email names the property and asks for two more plants. Keep that original request linked to the opportunity.
CONTEXT TO CHECKCustomer email · Oak Hill
NEXT STEPCapture the request
People approve commitments.
The source stays visible.
The source stays visible.
One job.
Shared context.
Shared context.
SCOPE CHANGE / APPROVAL TRAILA small change touches everything.
01/ 04CHOOSE A CHAPTERA small change touches everything.
Follow every layer of the decision.
One change. Every affected record.
ORIGINALCustomer email“Two more azaleas”
LINKED RECORD+$190 / Revision draftApproval remains visible
EST-1042 / REVISION COMPARISON Draft only
| Line item | Original | Proposed | Difference |
|---|---|---|---|
| Azalea · 3 gallon | 12 | 14 | +2 |
| Plants + materials | $4,600 | $4,790 | +$190 |
| Installation labor | $5,400 | $5,400 | — |
| Irrigation adjustments | $2,800 | $2,800 | — |
Proposed total · Review required$12,990
Illustrative records and workflow. Available connections and actions depend on your company’s setup.
LANDSCAPE STUDIOHelp them see
Help them see
what you see.
Bring property photos and proposed designs into the conversation. Compare options, keep the files with the property, and give estimating and installation the same visual reference.
Front garden · Concept 01Property photo + proposed plantingFor review
Fictional property and illustrative concept. Final quantities and construction details require review.
‹ ›
Scroll or drag to compare the existing and proposed designLandscape Studio
LESS ADMIN. MORE FORWARD MOTION.The little handoffs.
The little handoffs.
The whole operation.
Useful tools for the work between the big milestones.
Different languages.
The same understanding.
Preserve the crew’s original message alongside its English translation and review status.
CREW VOICE NOTE · SPANISH
“Ya cargamos las azaleas. Dos macetas están dañadas.”
ENGLISH TRANSLATION
“We loaded the azaleas. Two pots are damaged.”
Purchasing reviewKeep the follow-up
after the job.
Accounts, invoices, balances, and the responsible person—connected.
Receivables
$33,100Sample outstanding balanceApr
May
Jun
Jul
Aug
Sep
Follow up with the account owner.
A ready crew needs
a ready job.
People, equipment, site notes, and plant requirements in one place.
INSTALLATION 01Assigned
ALJRMK3 team members
Truck 04 + trailerReserved
Plants and materialsStaged
Site access notesAttached
Know the opportunity
before the hello.
Organize research, property details, contacts, and a clear next step.
Property contextRight contactNext step
BUILT FOR THE MOMENTS THAT CREATE CHAOS.The question comes in.
The question comes in.
The context is already there.
Customers and crews rarely ask in neat categories. Anvil helps your team respond with the full record in view.
A new customer wants a quote
Qualify the request, check the calendar, book the visit, and keep the confirmation with the opportunity.
A property manager asks for an update
Open the property and see the active job, crew, photos, open issue, latest promise, and next visit.
A customer changes maintenance time
Update the visit, notify operations, preserve the request, and confirm the new plan with the customer.
A crew reports a damaged plant
Keep the original Spanish message, translate it, attach the photo, alert purchasing, and protect the job history.
A pipe breaks after installation
Log the issue against the job, capture urgency and access details, assign the response, and track the commitment.
An invoice needs attention
See the job, estimate, change history, payment status, customer conversation, and responsible account manager.
EQUIPMENT / INVENTORY / ASSIGNMENTSEvery machine.
Every machine.
Accounted for.
What it is. Where it was last recorded.
Who needs it next. Keep the answer with the asset.
EQ-021Zero-turn mower
LAST RECORDED LOCATIONOak Hill route06:42
ASSET RECORDAssigned
Know who has it.
The mower, the crew, and today's route belong in the same record. See the assignment before promising it to another team.
- Responsible team
- Maintenance 02
- Connected record
- ROUTE-218
- Recorded usage
- 384.6 h
- Service interval
- 400 h
15.4 operating hours until scheduled service
Checked out by Morgan Ellis06:42
Return to Bay 03 after the afternoon route
Illustrative inventory preview, not live telemetry. Sample assets, locations, usage, and assignments. Available workflows depend on company setup.
OPERATIONS / PEOPLE + MATERIALS + TIMEThe schedule is only the beginning.
01/ 04CHOOSE A CHAPTERThe schedule is only the beginning.
Build the picture behind a ready crew.
One job. The resources behind it.
SOURCEInstallation 013 people / Job assigned
LINKED RECORD12 staged · +2 requestedApproval remains visible
DISPATCH / ILLUSTRATIVE DAY PLAN Wednesday
Team / resource07:0009:0011:0013:0015:00
Installation 01
Oak Hill · Front garden
Truck 04
Pickup → installation
Nursery Bay A
12 azaleas staged
Purchasing
Review +2 azaleas
Illustrative records and workflow. Available connections and actions depend on your company’s setup.
A SMALL CHANGE HAS A LONG TAILOne request.
One request.
Six connected handoffs.
See where the work goes, who owns the next step, and what still needs a decision. This is a connected workflow—not a claim that every step runs without review.
Customer request
Two additional azaleas
Customer → SalesScope review
12 → 14 plants · +$190
EstimatingOrder review
Confirm revised quantity
PurchasingNursery staging
Check condition + location
Nursery teamCrew handoff
Latest list + site instructions
OperationsJob history
Keep the decision and source
Whole team Keep human review where quantities, commitments, or purchasing decisions change.
INTRODUCING COMPANY MEMORYYour company knows a lot.
Your company knows a lot.
Put that knowledge to work.
Anvil Company MemoryNot just another record.
Not just another record.
The context behind it.
A call, a planting revision, and a crew update can all belong to the same job. Company memory brings their context together so the next question starts with the work already done.
Explore company memory01
Keep the source
Original calls, messages, and linked records.
02
Connect the work
The customer, property, job, and responsible team.
03
Carry it forward
Useful answers with the context available to review.
Customer request
Planting revision
THE CONTEXT BEHIND THE WORKA company memory.
A company memory.
That moves with you.
Customers. Properties. Calls. Plans. People.
The useful details should stay connected long after the conversation ends.
CONTEXT YOU CAN USEAsk a better question.
Ask a better question.
Start with the whole picture.
Scroll to move through the connected context.
What did we promise this customer?
Company contextSources linked
The customer requested a notice before the crew arrives. The gate code is in the property notes, and the planting revision is awaiting review.
FOLLOW THE SOURCECall · September 14Property access notesEstimate revision 03
THE ANVIL APPROACHTrust comes from
Trust comes from
seeing the work.
Explore the examples. Ask where the information came from. Walk through the decisions with us.
“The best handoff is the one nobody has to reconstruct.”
Keep the request, decision, owner, and next step connected.
“A useful answer should come with the reason behind it.”
Show the source record and make important context inspectable.
“Your people make the commitments. The system keeps the context.”
Keep review visible when a scope, price, or order changes.
Bring a real workflow.
We’ll walk through it together.
A missed call. A revised estimate. A nursery pickup. See how the pieces connect, and discuss what your team needs configured.
REAL QUESTIONS. USEFUL PLACES TO START.Every team has a next step.
Every team has a next step.
Give it a place to live.
SALES
Who needs a follow-up?
Opportunity stage, last conversation, owner, and next action.
Explore this workflow OPERATIONSIs tomorrow’s job ready?
Crew, truck, scope, plant list, pickup, and site access.
Explore this workflow NURSERYWhere are those plants?
Variety, size, receiving status, staging location, and allocation.
Explore this workflow CREW LEADWhat changed since yesterday?
Original message, revised scope, job updates, and decisions.
Explore this workflow OFFICEWhat did we promise?
Customer history, property preferences, calls, and linked records.
Explore this workflow ACCOUNT OWNERWhat should I follow up on?
Invoice balance, related work, account history, and responsibility.
Explore this workflow Built around your operationWhere could your team
Where could your team
use a clearer plan?
Choose the part of the work you want to connect. See a practical starting point in Anvil.
This guide uses your selected topic, not AI analysis. Your notes stay in this browser tab.
START WITH ONE REAL HANDOFF.Bring us the part of your day
Bring us the part of your day
your team keeps chasing.
We’ll map the people, records, decisions, and follow-through around it, then show you what that workflow looks like inside Anvil.
Walk through your workflow“A lead called. Who is following up?”Calls, contact, property, qualification, owner, next step.“Are the plants ready for tomorrow?”Order, receiving, condition, location, allocation, crew readiness.“When are we going back?”Customer promise, schedule, crew, notification, maintenance history.
YOUR COMPANY. YOUR WAY OF WORKING.A lot goes into
A lot goes into
a beautiful result.
Bring it all together.
Anvil connects the details behind your company, so the people doing the work can keep moving.
See your operation in Anvil