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.
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 Scoring25 StagesAuto Follow-up
Scheduling & Crew Dispatch
One-screen view of every crew, every day, every job. Drag jobs between crews or dates, watch staffing health update live, and bulk-move a stormed-out day in one transaction. AI suggests rebalancing moves — you decide.
Drag-and-drop Whiteboard: daily view of all crews, weekly view per crew
Staffing health KPIs flag over- and under-staffed crews at a glance
Borrow a tech for a day or swap permanently — home crew stays intact
Bulk weather-day moves — relocate every job (or just incomplete) in one transaction
Inline OSRM route optimization + AI rebalancing suggestions you approve
WhiteboardBulk MovesAI Suggestions
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
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 (Pro+)
Customer e-sign portal with SVG signature & IP capture
PDF export with full branding & cover letter
AI GenerationMargin TrackingE-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 GeofencingOffline SyncPhoto Docs
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.
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-NotifyEPA PayloadMulti-Channel
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 + ACHLate FeesQuickBooks
Budgets & Forecasting
Plan the year, not just the week. Operating and overhead budgets with monthly variance tracking, plus an AI seasonal revenue forecast so you know what's coming before the slow months hit.
Annual operating budget with monthly targets per category
Separate overhead budget for fixed costs & allocations
Live actual-vs-budget variance, drillable to the line item
AI 3-month revenue forecast with confidence band
Cash-flow projection rolling 90 days out
Op BudgetOverhead BudgetAI Forecast
Spend Anomaly Detection
AI watches your spend so you don't have to. Flags unusual vendor charges, runaway fuel costs, or single-job overruns the moment they cross the line — not at month-end close.
Per-vendor spend baseline with anomaly threshold
Job-level cost overrun alerts vs. estimate
Fuel spend outlier detection by vehicle
Daily anomaly digest in your inbox
One-click escalation to a manager review
Vendor AnomaliesCost Overrun AlertsDaily Digest
Analytics & Reporting
See which jobs made money, which crews are pulling weight, and where your receivables are sitting. 15+ plain-language reports. No spreadsheet required.
15+ 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
15+ ReportsAI ForecastingLTV & 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 PortalService RequestsOTP E-Sign
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
Recurring invoice generation via nightly automation
Seasonal pause & resume — no invoices accrue during holds
AI DraftingMRR/ARR TrackingRecurring Billing
Snow Ops
From NWS alert to invoice — without the 4 AM text thread. Crews get auto-dispatched the moment a winter-storm warning hits, work the storm with depth-stamped photos, and the whole event bills in one click.
NWS-driven auto-dispatch fires the moment a winter-storm warning hits your service area
PWA storm mode with depth-stamped photos, GPS, and inline salt-application logs
Live Storm Ops Console: per-property activations, push counts, OSRM-optimized routes
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-DispatchDepth PhotosStorm Console
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 MapTCO AnalysisMaintenance Logs
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 RemindersAuto Follow-upCustom Templates
Client Hub
One portal. Two perspectives.
Your customers see their jobs, invoices, and contracts. You see fewer interruption calls and faster payments.
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
Upsell suggestions — recommends complementary add-ons with rationale