Greenridge Grounds / Growth plan

Leads

Pipeline and follow-ups

New customer

Demo tenant guard: Greenridge Grounds · role-scoped actions are enforced in this workspace.

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Lead detail

Biweekly lawn care startup

Sutton Residence · Front lawn · $1,800

Type

Maintenance

Source

Referral

Follow-up

May 24, 2026

Estimate

Not started

Scope notes

Interested in biweekly mowing and a small cleanup.

Lead workflow

Contacted

Next action

The customer has been contacted. The next step is to price the work.

Create estimate
No active follow-up. Sending an estimate will start the 2/5/10 day sequence.

Estimate workflow

No estimate has been created yet.

Start an estimate to price the project, send a customer approval link, and create the work order after approval.
Show follow-up history

Estimate follow-ups

No active follow-up task is currently due.

Inactive
Sending an estimate creates reminders due 2, 5, and 10 days after the send date.
Show activity history

Activity

Left voicemail and sent follow-up email.

Maya Ortiz · May 19, 2026

Timeline

Note

May 19, 2026

Left voicemail and sent follow-up email.

Maya Ortiz