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Help Center › Admin screens, field by field › Landscape plan wizard: customer, scope, measurements, scale, site details and style
Landscape plan wizard: customer, scope, measurements, scale, site details and style
Every input in the Landscape plans wizard steps 1, 2, 5, 7 and 8, plus the typed measurements and survey scale boxes.
The Landscape plans wizard builds a measured 2D plan in ten saved steps: 1 Customer & property, 2 What to plan, 3 Bird’s-eye base map, 4 Trace the property, 5 Check the scale, 6 Site photos, 7 Site details, 8 Style, 9 Designs and 10 Generate & review. It saves as you go, on this device and on the property, so you can start in the office and finish on site.
Where to find it: Contractor Hub → Design Studio → Landscape plans, then New landscape plan. Your plan must include the Landscape plans tool (a tool you can switch on or off in “Show me” settings). This article covers the typed inputs. Steps 3, 4, 6, 9 and 10 are mostly drawing, photo and button steps and are listed as not covered in detail.
Plan list
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Search plans (placeholder “Search customer or address”) | Filters your saved plans. | A name or address. | Empty. |
| New landscape plan (button) | Starts the wizard. | Click. |
Step 1: Customer & property
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Search customers (placeholder “Search your customers”) | Finds the customer. | A name. | Empty. |
| + New customer | Opens a small form (below). | Click. | |
| Property list | Picks the address the plan is for. It must be a full street address with house number, town and state, because the wizard uses it to find the property from above. | Click one. | The footer says “Choose a customer.” until you do. |
New customer form
| Field | What it does | What to enter | Notes |
|---|---|---|---|
| Name | The customer’s name. | Full name. | |
| Mobile | Phone. | A number. | |
| Email address. | A valid email. | ||
| Street address (placeholder “123 Main Street”) | Property address with suggestions. | Street. | |
| Town | Town. | Town. | |
| State | State. | Pick. | Starts at your region’s state. |
| ZIP | Postal code. | Up to 10 characters. |
Step 2: What to plan
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Which parts of the property? | The areas the plan designs. The whole property is always measured. Each area gets its own guided photos. Options: Front yard, Back yard, Left side yard, Right side yard. | Click each area (several allowed). | None. You must pick at least one: “Pick at least one area.” |
| What kind of job? | Options: New landscape, Renovation, Refresh (plants & mulch). | Pick one. | Refresh turns off walkway and patio. |
| Include | Options: Walkway & patio; Privacy screen at the back. Planting beds and plants are always included. | Click each you want. | Set by your earlier choice. |
Typed measurements (when you have no map)
Use feet, or feet and inches like 32' 6". This is for square lots and houses only. For anything else use a survey or the bird’s-eye view.
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Lot width (along the street) | The front property line length. | 100. |
Empty. |
| Lot depth | How deep the lot is. | 150. |
Empty. |
| House width | Across the front of the house. | 48. |
Empty. |
| House depth | Front to back. | 30. |
Empty. |
| Front of lot → house | Distance from the front property line to the house. | 40. |
Empty. |
| Left line → house | Distance from the left property line to the house. | 25. |
Empty. |
| Driveway side | Which side the driveway is on: Left, Right, None. | Pick. | |
| Driveway width | Driveway width. | 12. |
Survey scale
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Length on the survey (feet) | After you tap both ends of a property line that has its length written on the survey, this sets the drawing’s scale. | 100.00 or 85' 6". |
Empty. |
Step 5: Check the scale
Aerial pictures are very close to scale, but one real measurement proves it and corrects the plan. Do not use the house: its roof overhangs, so it looks bigger from above.
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| What did you measure? | Names the flat thing you measured. Options: Driveway width (at the street); Front walk / sidewalk width; An edge of a patio or deck; A straight fence run; Driveway length; Something else flat on the ground. | Pick one. | None. |
| Tape measurement (placeholder “e.g. 11′ 8″ or 11.7”) | The real length. Measure at least 8 ft. | 11' 8" or 11.7. |
Empty. |
| I can’t measure on site right now — skip (less accurate) | Skips the check after you confirm. The plan is marked less accurate. | Click only if needed. |
Step 7: Site details
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| USDA hardiness zone | Limits plant choices to what survives the winter. | Pick “Zone 3a” to “Zone 11a”. | “Choose…”, or auto-filled when found. |
| Sun for each area | Sun hours per area you chose. Options: Full sun (6+ hrs), Part (3–6 hrs), Shade (under 3). | Watch on site or ask the customer. | None. |
| Lowest front window sill height (ft) | Ground to the bottom of the lowest window behind the front beds. Foundation plants are kept below it. | 3. |
Empty. |
| Deer visit this property (use deer-resistant plants) | Picks deer-resistant plants. | Tick. | Off. |
| Prefer native plants | Favors native plants. | Tick. | Off. |
| Drainage | Options: No problems; Wet / soggy spots; Water runs toward the house; Erosion / washouts. | Pick. | None. |
| Slope check (button, shown when the property location is known) | Looks up the slope and the downhill direction and shows the result. | Click. | |
| Irrigation | Options: None; Has a system; Customer wants one. | Pick. | None. |
| I’ll call 811 to mark underground utilities before digging (required by law in every state) | Records that you will. | Tick. | Off. |
| Maintenance they want | Options: Low; Some; Loves gardening. | Pick. | None. |
| Budget (optional) | The customer’s budget. | $8–12k. |
Empty. |
| Keep | Plants, beds or features to keep. | Text. | Empty. |
| Remove | What comes out. | Text. | Empty. |
| Wishes | Colors, favorite plants, things to avoid, how they use the yard. | Text. | Empty. |
| HOA or town rules (optional) | Local rules. | Text. | Empty. |
The footer lists problems in red (“bad”), yellow (“warn”) and green; fix red items before the next step.
Step 8: Style
Each style card shows how many library plants fit this site (zone, sun, deer) and warns if few fit or if part of the site is too shady. The star marks a suggested style that fits the site and the maintenance they want. Options: Traditional, Modern, Cottage garden, Native & pollinator, Drought-tolerant, Japanese, Formal, Low maintenance. Click one to choose it.
Steps
- Open Landscape plans → New landscape plan.
- Pick the customer and the full property address.
- Tap the areas, the job kind and the extras.
- Do the base map and tracing steps, then the tape check in step 5.
- Add site photos, then fill in Site details.
- Choose a style, then continue to Designs and Generate & review.
Tips
- Measure on site early; it corrects the whole plan.
- A full street address with the town and state helps the wizard find the property.
If something goes wrong
- “Choose a customer.” / “Pick at least one area.” Fix that step before Next.
- Property not found from above: check the address is complete.
- Plan marked less accurate: you skipped the tape check; redo step 5 on site.