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RootControl — Landscape Management Software

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

Route Optimization AI Estimating Crew Dispatch Mobile Field App Weather Integration One-Click Invoicing Stripe Payments QuickBooks Sync GPS Tracking
Lead Scoring 25-Stage Sales Pipeline AI Contract Drafting GPS Geofencing Offline Field Sync Fleet Management Seasonal Forecasting Vendor Bill Parsing Subcontractor Tracking MRR / ARR Dashboard Lead Scoring 25-Stage Sales Pipeline AI Contract Drafting GPS Geofencing Offline Field Sync Fleet Management Seasonal Forecasting Vendor Bill Parsing Subcontractor Tracking MRR / ARR Dashboard

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
AI Scoring 25 Stages Auto Follow-up

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
Recurrences Weather Auto-Hold 15 Service Types

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
Drag-and-Drop Route Optimization AI Rebalancing Quick Dispatch

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
AI Generation Margin Tracking E-Sign

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
GPS Geofencing Offline Sync Photo Docs

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
Stripe CC + ACH Late Fees QuickBooks

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
12+ Reports AI Forecasting LTV & Churn

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
Self-Service Portal Service Requests OTP E-Sign

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
Satellite View Plant Tagging Geo-Pinned Photos Before/After Timeline Scrub

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
AI Drafting MRR/ARR Tracking Recurring Billing

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
Auto-Notify EPA Payload Tank-Mix Tracking

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
Fleet Map TCO Analysis Maintenance Logs

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
Auto-Dispatch Depth Photos Salt Logs Storm Console HOA 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
Invoice Reminders Auto Follow-up Custom Templates
Client Hub & Service Requests

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.

Your Business
Fewer interruption calls
Customers find their own answers — job status, photos, invoices — without calling your office.
Faster, verified signatures
Proposals and contracts are signed through OTP-verified e-sign — no printing, no chasing, full audit trail.
Structured service requests
New work arrives as a proper ticket — triaged by your team and converted to an estimate or job in one click.
Payments without friction
Customers pay directly from the Hub via Stripe CC or ACH — no invoice emails to dig through.
One message thread per customer
All communication lives in-platform — no scattered SMS threads or missed emails between crews and clients.
Your Customers
No account, no password
Access the portal with a short code or magic link — customers are in their dashboard in seconds, every time.
Full job visibility
See every visit: before and after photos, technician notes, and job status — no guessing when crews were on-site.
Review, sign & pay in one place
Proposals, contracts, and invoices are all in the Hub. Customers sign and pay without leaving a single screen.
Request work any time
Broken irrigation head at 9pm on a Sunday? Customers submit a service request right from the portal — no waiting for office hours.
Always in the loop
Upcoming jobs, contracts, and payment history are always current — giving customers confidence and reducing disputes.
Working in the background

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
AI Assessment
High Priority
0 / 100
Lead score
Rationale
"Commercial HOA, 4-acre grounds, confirmed budget. High strategic fit for maintenance contract."
Schedule site visit
Within 24 hours

Pricing that fits where you're at

Solo operator, growing crew, or multi-location — pick the plan that matches your operation today.

Starter
$200 / month

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
Contact Us
Enterprise
Custom

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
Contact Sales

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

Columbus, Ohio based
US-based support team
Dedicated onboarding
Built for landscape pros