Run tighter jobs.
Close more accounts.
Go home on time.
From first lead to final payment — one system that handles the office work so you can focus on the job site. The software your crews will actually use.
A ShelfControl product · Packaged with AI
One system. Office to field.
Missed bids, forgotten invoices, crews calling for the schedule, needing to connect with the client. RootControl's system fixes all.
CRM & Lead Pipeline
Know who's worth a callback, who's ready to sign, and who just needs one more follow-up. AI scores every lead 0–100 so deals stop falling through the cracks.
- AI lead scoring 0–100 with written rationale & next-action recommendation
- 25-stage sales pipeline based on landscape industry best practices
- Lead sources: web, referral, phone, yard sign, Google, social & more
- Automated follow-up cadence: Day 1, 3, 6, 13, 29
- Full activity audit trail on every lead
Scheduling
The planning layer for the season. Recurrence rules, NWS weather auto-holds, and a job state machine that keeps the calendar honest. A nightly cron materializes future jobs from your recurrences — deduped so no double-bookings.
- Recurrence rules: weekly, biweekly, monthly, quarterly, annual, anytime
- 15 service types governed by an explicit job state machine
- NWS 14-day weather pulled nightly + auto-hold rules (freeze, heavy rain, high wind)
- Job tasks broken out from estimate line items, with customer-visible notes that surface in the Hub
- Recurrence pricing supports per-occurrence price overrides
Whiteboard & Dispatch
The dispatcher's one-screen view of the next few days plus the day-of execution surface. Drag-and-drop crew × day grid with capacity bars and AI rebalancing, then OSRM route optimization, dispatch notes, and Quick Dispatch templates that fire 100+ visits in one click for storm response.
- Drag-and-drop crew × day grid with multi-select bulk reassign (1–200 jobs, all-or-nothing)
- Per-day capacity-vs-scheduled bars; KPI strip flags overstaffed / understaffed / idle crews
- AI rebalancing assistant — never mutates, suggestions you apply or ignore
- OSRM route optimization with "Apply to future weeks" so today's optimized sequence becomes every Tuesday's
- Dispatch notes per route plan; crew-location breadcrumbs on a map
- Quick Dispatch templates: pre-build a (crew, service, properties) list, deploy 100+ visits in one click
Estimating & Proposals
Describe the job in plain English, get a priced estimate back in seconds. Send a professional proposal, collect a signature, and get to work — no back-and-forth.
- AI line generation from free-text descriptions or uploaded site photos
- AI estimate scrubber — checks every draft for margin & coverage issues before send
- Automatic margin tracking with Good / Low / Negative badges
- AI upsell suggestions (e.g. add pre-emergent with mulch order)
- Reusable estimate packages — apply a full bundle in one click
- Customer e-sign portal with SVG signature & IP capture
- PDF export with full branding & cover letter
Mobile Field App
Clock in at the gate, snap before-and-afters, check off tasks. Works in dead zones. Everything syncs when they hit Wi-Fi — no lost paperwork, no calls back to the office.
- GPS geofence validation on every punch-in with 150m default radius
- Before, after, progress & issue photo uploads with GPS tags
- Full offline sync — buffers punches & photos until back online
- Continuous location pings feed live Fleet Map in real time
- Works as a Progressive Web App — no app store install needed
Invoicing & Payments
Invoice goes out the moment the job's done. Customers pay by card or bank transfer. Late fees clock in automatically. QuickBooks stays in sync without you touching it.
- Stripe CC & ACH bank transfer with automatic Financial Connections verification
- Configurable late fees — fixed or percentage, with grace period
- Automated overdue reminders sent via email with Pay Online link
- QuickBooks Online bidirectional sync with conflict resolution
- Payroll CSV export for external payroll providers
Analytics & Reporting
See which jobs made money, which crews are pulling weight, and where your receivables are sitting. 25+ plain-language reports. No spreadsheet required.
- 25+ PDF-exportable reports: revenue, crew utilization, fleet TCO & more
- AI seasonal revenue forecast — 3-month projection with confidence score
- Customer LTV segmentation & churn risk detection (>180 days inactive)
- Receivables aging: current, 1–30, 31–60, 61–90, 90+ day buckets
- Lead conversion funnel with per-source win rate metrics
Client Hub & Service Requests
Customers get their own portal — no login, no app install. They check job status, pay invoices, sign contracts, and request new work. Fewer "where's my crew?" calls.
- Hub access via short code + magic link — no customer account needed
- Customers view job photos, invoices, contracts & payment history
- Submit service requests that flow into back-office triage
- OTP-verified e-signature on proposals & contracts through the Hub
- In-portal messaging thread between customer & contractor
Living Property Map
Every customer gets a satellite map of their own yard inside the Hub — with zones, plants, before/after photos, treatments, and a timeline scrub. Three click-to-place modes turn it into a two-way surface: tag a plant, upload a geo-pinned photo, or ask for service right on the spot.
- Google Maps hybrid view centered on the customer's actual property
- Four toggleable layers: service zones, tagged plants, before/after photos, fertilizer & chemical treatments
- Timeline scrub to rewind every layer to any date in the property's history
- Click-to-place modes: tag plant, upload geo-pinned photo, ask for service here
- Same canvas runs office-side — staff maintain the master zone map and every save flows to the customer's Hub immediately
Contracts & Recurring Revenue
Describe the job, AI writes the full service contract. Recurring billing kicks in automatically. You see every active account and what it's worth — at a glance, not buried in a spreadsheet.
- AI drafts full contract — scope, schedule, terms & 12-month visit plan — from a one-line brief
- MRR/ARR dashboard widget with contract state breakdown
- Billing frequencies: weekly, biweekly, monthly, quarterly, annual
- Recurring invoice generation via nightly automation
- Seasonal pause & resume — no invoices accrue during holds
Chemical & Fertilizer Compliance
Regulated applications, properly disclosed. Log every chemical and fertilizer application — and auto-notify the customer through email, Client Hub, and SMS with the full regulatory payload, the moment the work is done.
- Per-application records: site, date, applicator, product & rate
- Auto-notify the customer via email, Client Hub timeline, and SMS — one toggle
- Regulatory payload included: EPA reg #, signal word, re-entry interval, applicator + license
- Tank-mix breakdowns with active-ingredient tracking
- Annual usage reports for state-required filings
Fleet & Equipment Management
Every truck, mower, and trailer — live on the map. Maintenance due dates, fuel logs, and insurance renewals in one place. No more surprises breaking down on a job.
- Real-time Fleet Map with 30-second location refresh
- TCO breakdown: purchase + fuel + maintenance cost per mile per vehicle
- Insurance & registration expiry alerts via nightly cron
- Pre/post-trip inspection logs with pass/fail line items
- Small-asset tracking for mowers, blowers & trailers
Snow Ops
From NWS alert to invoice — without the 4 AM text thread. Crews get auto-dispatched the moment a winter-storm warning hits, log every pound of salt as they spread it, and the whole event bills in one click with a regulator-grade audit trail behind it.
- NWS-driven auto-dispatch fires the moment a winter-storm warning hits your service area
- PWA storm mode: depth-stamped photos, GPS, and one-tap salt-application logs — material, area & rate auto-computed
- Customers get an automatic safety notice (email, Client Hub, SMS) the instant salt is applied
- Live Storm Ops Console: per-property activations, push counts, OSRM-optimized routes, depth-photo grid
- Mid-event crew reassignment in one click — cascades to the PWA in real time
- One-click event billing — per-push, per-inch, or seasonal-flat with HOA-ready audit trail
Automation Engine
Set it once. RootControl sends the invoice reminder, the renewal notice, the post-job thank-you. Your name stays in front of customers without you lifting a finger.
- Invoice reminders: pre-due, due-soon & overdue via email + SMS
- Contract renewal reminders with configurable lookahead window
- Post-job follow-up & review request N days after completion
- Signature reminders for unsigned proposals & contracts
- Per-org templates — customize subject, body & SMS text per rule
One portal. Two perspectives.
RootControl's Client Hub gives customers a branded self-service experience while eliminating the calls, texts, and back-and-forth that slow your office down. No account required — ever.
Packaged with AI
It runs in the background — scoring leads, writing contracts, parsing supplier invoices — so you stay focused on the job site, not the keyboard.
- Lead scoring with rationale & recommended next action
- Estimate line generation from text descriptions or site photos
- Estimate scrubber — flags margin & coverage gaps before you send
- Upsell suggestions — recommends complementary add-ons with rationale
- Full contract drafting from a one-line brief
- Supplier invoice OCR + structured line-item extraction
- Zone AI — converts site sketches into measurement-priced estimate zones, ready to send
- Design file analysis — extracts plants, zones & maintenance notes from landscape design files
- Plant glossary lookups — full profiles with hardiness zone, care, companions & invasiveness
- Plant Q&A — free-form horticulture answers with cited sources
- Seasonal revenue forecasting with confidence scores
Pricing that fits where you're at
Solo operator, growing crew, or multi-location — pick the plan that matches your operation today.
For solo operators and small crews getting organized.
- ✓ 5 back-office + 5 field crew seats
- ✓ CRM, leads & customer management
- ✓ AI lead scoring & estimate generation
- ✓ Invoicing + Stripe CC & ACH payments
- ✓ Crew scheduling with NWS weather auto-holds
- ✓ GPS tracking & mobile punch-in
- ✓ Client Hub with Living Property Map
- ✓ Offline sync & basic dashboards
- ✓ SMS available as paid add-on
For growing companies ready to run a complete operation.
- ✓ 15 back-office + 15 field crew seats
- ✓ Everything in Starter
- ✓ Drag-and-drop Whiteboard with capacity bars & AI rebalancing
- ✓ Dispatch board: route optimization, dispatch notes & "Apply to future weeks"
- ✓ Quick Dispatch templates for storm rapid-deploy
- ✓ QuickBooks Online bidirectional sync
- ✓ Contracts & recurring revenue (MRR/ARR) + AI contract drafting
- ✓ Real-time job costing + Fleet management & TCO
- ✓ Vendor bills, supplier invoice parsing & subcontractor tracking
- ✓ Operating & overhead budgets with AI forecasting
- ✓ Advanced analytics & 25+ reports
- ✓ Zapier / webhook integrations
- ✓ 500 SMS segments / month
- ✓ CSM-assisted onboarding
For multi-location companies with complex operations.
- ✓ 30 back-office + 30 field crew seats
- ✓ Everything in Professional
- ✓ Multi-Location & Branch Offices: per-branch scoping, zip auto-assign, per-branch P&L
- ✓ Snow Ops: NWS auto-dispatch, salt-usage logs & one-click event billing
- ✓ Per-tenant integrations health monitor
- ✓ 2,000 SMS segments / month
- ✓ Dedicated launch package & CSM
- ✓ Kickoff call & migration support
- ✓ Priority support & SLA
SMS overages billed at $0.06 / segment. Fees subject to change.
Ready to take root?
No pitch deck. No runaround. Show us your operation and we'll show you exactly where RootControl fits — usually in about 30 minutes.
Call us: (614) 984-3997 · info@shelfcontrol.io
Run tighter jobs.
Close more accounts.
Go home on time.
From first lead to final payment — one system that handles the office work so you can focus on the job site. The software your crews will actually use.
A ShelfControl product · Packaged with AI
One system. Office to field.
Missed bids, forgotten invoices, crews calling for the schedule, needing to connect with the client. RootControl's system fixes all.
CRM & Lead Pipeline
Know who's worth a callback, who's ready to sign, and who just needs one more follow-up. AI scores every lead 0–100 so deals stop falling through the cracks.
- AI lead scoring 0–100 with written rationale & next-action recommendation
- 25-stage sales pipeline based on landscape industry best practices
- Lead sources: web, referral, phone, yard sign, Google, social & more
- Automated follow-up cadence: Day 1, 3, 6, 13, 29
- Full activity audit trail on every lead
Scheduling
The planning layer for the season. Recurrence rules, NWS weather auto-holds, and a job state machine that keeps the calendar honest. A nightly cron materializes future jobs from your recurrences — deduped so no double-bookings.
- Recurrence rules: weekly, biweekly, monthly, quarterly, annual, anytime
- 15 service types governed by an explicit job state machine
- NWS 14-day weather pulled nightly + auto-hold rules (freeze, heavy rain, high wind)
- Job tasks broken out from estimate line items, with customer-visible notes that surface in the Hub
- Recurrence pricing supports per-occurrence price overrides
Whiteboard & Dispatch
The dispatcher's one-screen view of the next few days plus the day-of execution surface. Drag-and-drop crew × day grid with capacity bars and AI rebalancing, then OSRM route optimization, dispatch notes, and Quick Dispatch templates that fire 100+ visits in one click for storm response.
- Drag-and-drop crew × day grid with multi-select bulk reassign (1–200 jobs, all-or-nothing)
- Per-day capacity-vs-scheduled bars; KPI strip flags overstaffed / understaffed / idle crews
- AI rebalancing assistant — never mutates, suggestions you apply or ignore
- OSRM route optimization with "Apply to future weeks" so today's optimized sequence becomes every Tuesday's
- Dispatch notes per route plan; crew-location breadcrumbs on a map
- Quick Dispatch templates: pre-build a (crew, service, properties) list, deploy 100+ visits in one click
Estimating & Proposals
Describe the job in plain English, get a priced estimate back in seconds. Send a professional proposal, collect a signature, and get to work — no back-and-forth.
- AI line generation from free-text descriptions or uploaded site photos
- AI estimate scrubber — checks every draft for margin & coverage issues before send
- Automatic margin tracking with Good / Low / Negative badges
- AI upsell suggestions (e.g. add pre-emergent with mulch order)
- Reusable estimate packages — apply a full bundle in one click
- Customer e-sign portal with SVG signature & IP capture
- PDF export with full branding & cover letter
Mobile Field App
Clock in at the gate, snap before-and-afters, check off tasks. Works in dead zones. Everything syncs when they hit Wi-Fi — no lost paperwork, no calls back to the office.
- GPS geofence validation on every punch-in with 150m default radius
- Before, after, progress & issue photo uploads with GPS tags
- Full offline sync — buffers punches & photos until back online
- Continuous location pings feed live Fleet Map in real time
- Works as a Progressive Web App — no app store install needed
Invoicing & Payments
Invoice goes out the moment the job's done. Customers pay by card or bank transfer. Late fees clock in automatically. QuickBooks stays in sync without you touching it.
- Stripe CC & ACH bank transfer with automatic Financial Connections verification
- Configurable late fees — fixed or percentage, with grace period
- Automated overdue reminders sent via email with Pay Online link
- QuickBooks Online bidirectional sync with conflict resolution
- Payroll CSV export for external payroll providers
Analytics & Reporting
See which jobs made money, which crews are pulling weight, and where your receivables are sitting. 25+ plain-language reports. No spreadsheet required.
- 25+ PDF-exportable reports: revenue, crew utilization, fleet TCO & more
- AI seasonal revenue forecast — 3-month projection with confidence score
- Customer LTV segmentation & churn risk detection (>180 days inactive)
- Receivables aging: current, 1–30, 31–60, 61–90, 90+ day buckets
- Lead conversion funnel with per-source win rate metrics
Client Hub & Service Requests
Customers get their own portal — no login, no app install. They check job status, pay invoices, sign contracts, and request new work. Fewer "where's my crew?" calls.
- Hub access via short code + magic link — no customer account needed
- Customers view job photos, invoices, contracts & payment history
- Submit service requests that flow into back-office triage
- OTP-verified e-signature on proposals & contracts through the Hub
- In-portal messaging thread between customer & contractor
Living Property Map
Every customer gets a satellite map of their own yard inside the Hub — with zones, plants, before/after photos, treatments, and a timeline scrub. Three click-to-place modes turn it into a two-way surface: tag a plant, upload a geo-pinned photo, or ask for service right on the spot.
- Google Maps hybrid view centered on the customer's actual property
- Four toggleable layers: service zones, tagged plants, before/after photos, fertilizer & chemical treatments
- Timeline scrub to rewind every layer to any date in the property's history
- Click-to-place modes: tag plant, upload geo-pinned photo, ask for service here
- Same canvas runs office-side — staff maintain the master zone map and every save flows to the customer's Hub immediately
Contracts & Recurring Revenue
Describe the job, AI writes the full service contract. Recurring billing kicks in automatically. You see every active account and what it's worth — at a glance, not buried in a spreadsheet.
- AI drafts full contract — scope, schedule, terms & 12-month visit plan — from a one-line brief
- MRR/ARR dashboard widget with contract state breakdown
- Billing frequencies: weekly, biweekly, monthly, quarterly, annual
- Recurring invoice generation via nightly automation
- Seasonal pause & resume — no invoices accrue during holds
Chemical & Fertilizer Compliance
Regulated applications, properly disclosed. Log every chemical and fertilizer application — and auto-notify the customer through email, Client Hub, and SMS with the full regulatory payload, the moment the work is done.
- Per-application records: site, date, applicator, product & rate
- Auto-notify the customer via email, Client Hub timeline, and SMS — one toggle
- Regulatory payload included: EPA reg #, signal word, re-entry interval, applicator + license
- Tank-mix breakdowns with active-ingredient tracking
- Annual usage reports for state-required filings
Fleet & Equipment Management
Every truck, mower, and trailer — live on the map. Maintenance due dates, fuel logs, and insurance renewals in one place. No more surprises breaking down on a job.
- Real-time Fleet Map with 30-second location refresh
- TCO breakdown: purchase + fuel + maintenance cost per mile per vehicle
- Insurance & registration expiry alerts via nightly cron
- Pre/post-trip inspection logs with pass/fail line items
- Small-asset tracking for mowers, blowers & trailers
Snow Ops
From NWS alert to invoice — without the 4 AM text thread. Crews get auto-dispatched the moment a winter-storm warning hits, log every pound of salt as they spread it, and the whole event bills in one click with a regulator-grade audit trail behind it.
- NWS-driven auto-dispatch fires the moment a winter-storm warning hits your service area
- PWA storm mode: depth-stamped photos, GPS, and one-tap salt-application logs — material, area & rate auto-computed
- Customers get an automatic safety notice (email, Client Hub, SMS) the instant salt is applied
- Live Storm Ops Console: per-property activations, push counts, OSRM-optimized routes, depth-photo grid
- Mid-event crew reassignment in one click — cascades to the PWA in real time
- One-click event billing — per-push, per-inch, or seasonal-flat with HOA-ready audit trail
Automation Engine
Set it once. RootControl sends the invoice reminder, the renewal notice, the post-job thank-you. Your name stays in front of customers without you lifting a finger.
- Invoice reminders: pre-due, due-soon & overdue via email + SMS
- Contract renewal reminders with configurable lookahead window
- Post-job follow-up & review request N days after completion
- Signature reminders for unsigned proposals & contracts
- Per-org templates — customize subject, body & SMS text per rule
One portal. Two perspectives.
RootControl's Client Hub gives customers a branded self-service experience while eliminating the calls, texts, and back-and-forth that slow your office down. No account required — ever.
Packaged with AI
It runs in the background — scoring leads, writing contracts, parsing supplier invoices — so you stay focused on the job site, not the keyboard.
- Lead scoring with rationale & recommended next action
- Estimate line generation from text descriptions or site photos
- Estimate scrubber — flags margin & coverage gaps before you send
- Upsell suggestions — recommends complementary add-ons with rationale
- Full contract drafting from a one-line brief
- Supplier invoice OCR + structured line-item extraction
- Zone AI — converts site sketches into measurement-priced estimate zones, ready to send
- Design file analysis — extracts plants, zones & maintenance notes from landscape design files
- Plant glossary lookups — full profiles with hardiness zone, care, companions & invasiveness
- Plant Q&A — free-form horticulture answers with cited sources
- Seasonal revenue forecasting with confidence scores
Pricing that fits where you're at
Solo operator, growing crew, or multi-location — pick the plan that matches your operation today.
For solo operators and small crews getting organized.
- ✓ 5 back-office + 5 field crew seats
- ✓ CRM, leads & customer management
- ✓ AI lead scoring & estimate generation
- ✓ Invoicing + Stripe CC & ACH payments
- ✓ Crew scheduling with NWS weather auto-holds
- ✓ GPS tracking & mobile punch-in
- ✓ Client Hub with Living Property Map
- ✓ Offline sync & basic dashboards
- ✓ SMS available as paid add-on
For growing companies ready to run a complete operation.
- ✓ 15 back-office + 15 field crew seats
- ✓ Everything in Starter
- ✓ Drag-and-drop Whiteboard with capacity bars & AI rebalancing
- ✓ Dispatch board: route optimization, dispatch notes & "Apply to future weeks"
- ✓ Quick Dispatch templates for storm rapid-deploy
- ✓ QuickBooks Online bidirectional sync
- ✓ Contracts & recurring revenue (MRR/ARR) + AI contract drafting
- ✓ Real-time job costing + Fleet management & TCO
- ✓ Vendor bills, supplier invoice parsing & subcontractor tracking
- ✓ Operating & overhead budgets with AI forecasting
- ✓ Advanced analytics & 25+ reports
- ✓ Zapier / webhook integrations
- ✓ 500 SMS segments / month
- ✓ CSM-assisted onboarding
For multi-location companies with complex operations.
- ✓ 30 back-office + 30 field crew seats
- ✓ Everything in Professional
- ✓ Multi-Location & Branch Offices: per-branch scoping, zip auto-assign, per-branch P&L
- ✓ Snow Ops: NWS auto-dispatch, salt-usage logs & one-click event billing
- ✓ Per-tenant integrations health monitor
- ✓ 2,000 SMS segments / month
- ✓ Dedicated launch package & CSM
- ✓ Kickoff call & migration support
- ✓ Priority support & SLA
SMS overages billed at $0.06 / segment. Fees subject to change.
Ready to take root?
No pitch deck. No runaround. Show us your operation and we'll show you exactly where RootControl fits — usually in about 30 minutes.
Call us: (614) 984-3997 · info@shelfcontrol.io