Seasonal service planning and client notifications

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Seasonal transition date reached

   Workflow activates when calendar reaches 30 days before seasonal transition (spring, summer, fall, winter). System begins automated seasonal planning process.

   ServiceTitan
2. 2

   Action

   Retrieve client property profiles

   Pulls client database with property characteristics, service history, and seasonal preferences. Gathers lawn type, irrigation systems, plant inventory, and previous seasonal services.

   ServiceTitanReal Green Systems
3. 3

   Action

   Generate seasonal service recommendations

   AI analyzes property data and local weather patterns to create customized seasonal service plans. Recommends specific treatments, timing, and maintenance schedules for each property.

   Real Green SystemsLandscape Management Network
4. 4

   Decision

   Check client service tier

   Evaluates whether client has premium, standard, or basic service package. Routes to appropriate notification and scheduling process based on service level.

   ServiceTitan
5. 5

   Action

   Send personalized season notifications

   Automatically sends customized emails and SMS with seasonal recommendations, service timelines, and pricing. Messages tailored to property needs and client service tier.

   ServiceTitanJobber
6. 6

   Action

   Schedule approved services automatically

   Creates calendar entries and crew assignments for clients who approve seasonal services. Optimizes routes and schedules based on crew availability and geographic efficiency.

   ServiceTitanJobber
7. 7

   Output

   Generate seasonal planning reports

   Produces comprehensive reports showing scheduled services, revenue projections, and crew utilization. Provides management dashboard with seasonal business metrics.

   Real Green SystemsLandscape Management Network

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