The first call
What has to be on the file before the caller hangs up.
Every field here is cheap to capture while the customer is still on
the line and expensive to reconstruct afterwards. A field missed on
the first call is not a gap in a form — it is a second phone call,
a wasted drive, or a job that is quietly wrong.
- What the caller wants done this visit, in their own words
- A clean-up, a dead zone, a limb on the drive and a design are four different crews. The words a caller uses rarely separate them on their own.
- Whether irrigation exists, and whether any zone is opening
- A bed without water is a rescue in August. Finding that out after the plants are in the ground is how the same bed is quoted twice.
- Whether this has failed before, and what was planted last time
- A bed that dies every summer is a water or exposure problem. Treating a repeat failure as a first planting is how a customer pays three times for the same visit.
- Access to the side yard, the backflow and the controller
- A locked gate, a dog, or a controller in a garage nobody can open turns a start-up into a return visit.
- Who owns the property and who authorizes the work
- Tenants notice; owners approve; a homeowners association may sit between them. The distinction has to be settled before a crew is sent.
- Whether anything is on a car, a roof or a power line
- A limb on a drive is a cleanup. A limb on a service drop is not a landscape call, and discovering that in the driveway wastes the morning.
- The week they actually need, not the season they named
- "This spring" is not a date. A week that is already gone should be refused on the phone rather than taken as a name on a list.
- Whether a design already exists, and whether it was followed
- A second install on a plan that was ignored is a different conversation from a first planting, and the file has to say which one it is.
- What they want to keep
- A tree the household loves and a hedge they want gone are the two facts that decide a design, and they are cheap to capture on the first call.
- Where the water sits after rain
- A yard that ponds against the house is a drainage job first. Planting into that grade is how the same beds fail again.
- Whether a maintenance route already exists
- A one-off clean-up on a property that used to be on a route is a lost customer unless somebody asks why the visits stopped.
- Utilities and known private lines
- A trench through an unmarked irrigation main or a lighting cable is a second visit and an argument. The office asks before the shovel is scheduled.