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| What | What it does | Status | Target | What's next / notes |
|---|---|---|---|---|
| Website Cloudflare |
greenfloridalandscaping.com — rebuilt from WordPress to Cloudflare. PageSpeed 18 → 75. Load time 3.8s → 0.4s. | LIVE | Live | — live ✅ |
| Client Dashboard Login Cloudflare |
Your private portal — website speed, every lead that comes in, uptime, before/after scores. Brett texts you a login link when anything needs attention. | LIVE | Live | — live ✅ Login email: info@greenfloridalandscaping.com |
| Google Business Profile |
Your Google Maps listing. Brett is a verified manager. The listing's data (map views, calls, directions) will feed into your dashboard. | BRETT'S BUILDING | This Week | Brett starts posting to it this week (see Google Business Posts). Full dashboard data-connect waits on Google API approval (~14 days). |
| Visitor Analytics Cloudflare |
Tracks who visits your site, what pages they hit, and where they came from. No cookie banners required. | BRETT'S BUILDING | This Week | Brett installs the snippet this week — data starts showing in your dashboard. |
| What | What it does | Status | Target | What's next / notes |
|---|---|---|---|---|
| Facebook |
Managed business page — Brett handles posting. Project photos, before/afters, seasonal promos, crew spotlights. | DONE | This Week | Connected ✅. Posting goes live this week. |
| Instagram |
Linked to Facebook — same posts, one publish. Before/afters and job photos perform well here. Most competitors post inconsistently or not at all. | NEEDS YOU | This Week | Posting this week — Brett just needs the handle/URL (or he creates one). See action item #5. |
| Google Business Posts Google GHL |
Weekly posts on your Google Maps listing. Free visibility most landscapers skip — shows up when someone searches your company name. | BRETT'S BUILDING | This Week | Posting starts this week (manual to begin). Automates through GHL once it's live. |
| Email Campaigns MailChimp GHL |
Melissa's email marketing. Currently MailChimp (still having authentication issues after the site move). The plan: migrate into GHL so email, texts, and social all live in one system. | NEEDS YOU | Need Info | Starts once Melissa adds Brett to MailChimp (action item #1). Then Brett fixes the auth issue and plans the GHL migration. |
| Project Photos CompanyCam |
Before/afters and finished jobs — the raw material for every social post and campaign. | BRETT'S BUILDING | This Week | Getting the current photos loaded this week (CompanyCam can pull them in). Keep them coming as crews finish jobs. |
| Social Scheduler GHL |
Queues and publishes to Facebook, Instagram, and Google on a set schedule. Nobody has to log in anywhere — Brett manages the calendar. | BRETT'S BUILDING | This Week | Stood up this week once GHL is funded (action item #3). |
| Drive-By Lead Capture New GHL CompanyCam |
Your crews pass dozens of non-customers every day on their existing routes. This lets them snap a photo of any property that needs work, tag the issue, and automatically send a targeted text to that potential customer. Turns your routes into a prospecting machine. John's words: "They always say yes." | COMING SOON | Next Week | Crew photos a property → tags the issue → it lands as a lead with the location pinned. Where we can match a phone number, an outbound text fires; the rest become a quick door-hanger / mailer list. Brett handles the contact-matching and keeps it compliant. |
| Storm / Seasonal Blasts GHL |
Automated campaign that fires after a storm or at the start of a season: "We're in your area — need a cleanup?" Fills the schedule without anyone making calls. | COMING SOON | Later | After GHL is set up and running. |
| Lapsed Client Texts GHL Jobber |
Targeted texts to past customers who haven't called in 90+ days. Short and personal: "Haven't heard from you in a bit — any projects coming up? We're running a crew near you next week." High response, almost zero cost. | COMING SOON | Later | After GHL + A2P. The lapsed-client list pulls from DispatchIQ Revenue Intelligence automatically. |
| Missed-Call Text-Back GHL |
Someone calls, nobody picks up — they get an automatic text within seconds: "Hey, this is Green Florida — sorry we missed you, how can we help?" Catches leads before they call the next landscaper. | COMING SOON | Later | Quick to switch on once GHL + A2P are live. |
| AI Rapid Bidding | Client sends a video walkthrough of their property. The system uses it + satellite imagery to generate a quote in 24 hours — no site visit needed for standard jobs. | COMING SOON | Later | Later phase. |
| What | What it does | Status | Target | What's next / notes |
|---|---|---|---|---|
| Auto-Scheduler Jobber |
Pulls all jobs from Jobber, assigns each to the right crew by equipment, zone, and job type. Eliminates the 3-hour morning scheduling puzzle. | LIVE | Live | Live ✅. Hits ~80% of John's workflow once monthly maintenance lands (this week). |
| Monthly Maintenance Scheduling Top Priority Jobber |
Smarter recurring scheduling — tracks each maintenance client's visit frequency, auto-flags when they're due, adjusts for seasonality. Eliminates manual tracking and missed visits. The piece John most wants done. | BRETT'S BUILDING | This Week | This is the "80%" John's after. Goal: live this week so it handles recurring lawn maintenance automatically. Brett confirms the rules in the scheduling session. |
| Crew Mobile View Jobber |
Each crew gets a URL on their phone — their jobs for the day, tap any address to open Maps. No login, no app download needed. | LIVE | Live | — live ✅ |
| Dispatch Button | Approve the schedule, hit one button — every crew gets their day texted to them via SMS or WhatsApp. | LIVE | Live | — live ✅ |
| Revenue Intelligence Jobber |
Shows which invoices are sitting uninvoiced, which quotes are going cold, and which old clients haven't called in 90+ days. | LIVE | Live | — live ✅ |
| Jobber Write-Back Jobber |
Dashboard can now read AND update Jobber — update jobs, create invoices, no double entry. | DONE | Done | OAuth access granted ✅. Write actions rolling out in upcoming phases. |
| AI Job Scheduling Agent | Talk to the assistant inside the scheduling dashboard about hard calls — "Jartavious is out, what do I do with Tuesday's tree jobs?" Get a recommendation with reasoning, not a guess. | COMING SOON | Next Week | Next week or the week after — once monthly maintenance scheduling is solid. |
| HOA Complaint Intake Jobber |
A form for HOA managers to submit complaints directly. Complaint submitted → Jobber task created automatically. Nothing falls through a text thread or voicemail. | COMING SOON | Later | Later phase. |
| SOP Compliance CompanyCam |
Mobile checklists for crews — photo proof on job completion before moving to the next stop. Addresses crews leaving jobs unfinished. | COMING SOON | Later | Later phase. May piggyback on CompanyCam. |
| What | What it does | Status | Target | What's next / notes |
|---|---|---|---|---|
| GoHighLevel — All-in-One Phone, Text & Email GHL |
The engine behind your social scheduler, Google posts, email campaigns, drive-by texts, storm blasts, missed-call text-back, and lapsed-client outreach. Replaces your two separate call/text services with one system. The number is yours and works on your existing phone. | NEEDS YOU | This Week | John sends $350 to Brett → Brett sets it up this week. After setup, GHL bills John directly for text usage only. Regular text ~$0.01 · Drive-by photo text ~$0.03 · 2,000 texts ≈ $20–60 |
| A2P Registration GHL |
A required one-time registration with the phone carriers so your business texts don't get blocked or flagged as spam. Protects your number long-term. | BRETT'S BUILDING | This Week | Brett files it this week (needs John's legal business name, EIN, address — action item #4). Heads-up: carrier approval after filing can take anywhere from ~2 to 10 days — out of our hands. |
| Current Texting Service | Whatever you're using now for outbound texts outside of Jobber — Brett needs to see what's running before it gets shut off and moved into GHL. | NEEDS YOU | Need Info | Tell Brett what it is and add him as a user (action item #2). He'll audit campaigns and contacts before migrating to GHL so nothing gets lost. |
| Job Photos — CompanyCam CompanyCam Jobber |
The crew app for every job photo — auto-organized by job, date, and GPS location. Crews just open it and shoot. Feeds your social posts, the drive-by lead texts, and (later) SOP proof. Connects natively to Jobber. | NEEDS YOU | This Week | John approves the plan, Brett sets it up this week and connects it to Jobber + GHL. Cost in the Software table below. |
| Tool | What it powers | Status | Who pays |
|---|---|---|---|
| Cloudflare | Website hosting, speed, and visitor analytics. | Active | Included by Brett |
| Jobber | Source of truth for jobs, clients, invoices — powers all of "Running the Work." | Active | John (already has it) |
| Your Google Maps listing + weekly Google posts. | Active (Brett is manager) | Free | |
| Social posting to Facebook and Instagram. | FB connected · IG pending | Free | |
| GHL | Calls, texts, email campaigns, social scheduling, and every automation. | Needs setup | John — $350 setup + ~pennies/text |
| MailChimp | Email campaigns today — being migrated into GHL, then retired. | Active · sunsetting | John (current bill) |
| CompanyCam | Crew job photos, auto-organized by job/GPS. Native Jobber sync. Auto-exports to Google Drive (social) + tag-to-text trigger (drive-by) + SOP proof. | Recommended — John to approve | John — Pro tier, $79/mo (3 users incl.). For 4–5 supervisors add 1–2 seats (~$130–140/mo total). Pro has photo tags + unlimited integrations = covers Drive export + tag-to-text. No need for Premium/Elite. |
| Zapier | The connector that links CompanyCam → GHL (drive-by texts) and CompanyCam → Facebook/Instagram/Google posts. | Needed for automation | John — small monthly (~$20–50, confirmed once we build the zaps) |
Drop it here — Brett reads every one and figures out where it fits or whether it's already being built.