SHEET S-01 — METHOD
HOW IT WORKS
One enquiry, carried into context.
Lode connects the office work behind a landscape firm. Bring enquiries, job notes and client decisions into context, prepare the next step for review, and keep approved work traceable.
Illustrative project. Fictional details.
Fenwick Terraces is a worked landscape scenario, not a customer case study. It starts with an enquiry, a site observation, a rain change and a client decision so the handoff can be read in one place.
Enquiry and job notes come into context.
Gather the source detail behind the enquiry: the site note, the customer relationship, the latest job folder and the question still waiting for an answer. Missing information stays visible so someone can decide what belongs in the next step.
Records relate before a proposal draft is prepared.
Relate the customer, site, project, documents and relevant crew or supplier notes. A proposal draft can then carry the scope and your working language, with the judgement calls held for review rather than hidden in a template.
A next programme move is prepared for review.
When a rain change moves the work, the office can see the affected crew note, supplier handoff and client decision together. The next move is prepared for the relevant person to review; no client update leaves the firm by assumption.
Approved work is recorded with a traceable receipt.
The firm approves the change, and the record keeps its scope and receipt. That is the useful boundary: understand the evidence, relate the records, prepare for review, then keep approved work traceable through the handover.
Bring one office question.
Use a private walkthrough to map quote chasing, rain changes, crew notes, site handovers or client updates to the available scope for your setup. Book a private walkthrough.
For established landscape firms delivering high-value work