Maintenance Plan Checklist

1. Choose your season. Toggle between the Growing Season and Dormant Season tabs at the top. Each tab has its own checklist tailored to the tasks and priorities for that time of year.

2. Work through each section. Check off items as you complete them. Enter readings and observations directly into the fields — irrigation pressure, soil moisture, turf density — and the tool will flag anything outside normal range.

3. Monitor your progress. The progress bar updates in real time. The summary section shows your completion percentage and a health grade based on items checked and any flagged observations.

4. Generate a report. When finished, hit Generate Report to create a printable summary of everything checked, every observation recorded, and any items that need attention. Your progress auto-saves so you never lose work mid-visit.

Turf care. Mowing height, edging quality, and overall turf density are the first things a property owner notices. Checking for bare spots, weed pressure, disease patches, and compaction gives you the data to recommend overseeding, aeration, or targeted treatments before small problems become full lawn renovations.

Garden bed maintenance. Weeding, mulch depth check, plant health assessment, and edging are the core bed maintenance tasks. Documenting which plants are struggling, which need pruning, and where mulch has thinned below 2 inches creates a clear record and drives upsell opportunities for seasonal color or replacement plantings.

Tree and shrub care. Inspect for dead or crossing branches, signs of disease or pest damage, and structural issues like co-dominant leaders. Noting these on a maintenance visit lets you recommend pruning or removal before a storm turns a weak branch into property damage or a liability issue.

Irrigation system check. Run each zone and check for broken heads, misaligned spray patterns, dry spots, and leaks at connections. Measure pressure at representative heads to confirm the system is operating in the 30-50 PSI range. Low pressure often means a hidden leak. High pressure wastes water and wears out components faster.

Drainage and grading. Walk the property after irrigation runs or rain to check for standing water, erosion channels, and areas where water flows toward the foundation instead of away from it. Drainage problems caught early are a simple fix; drainage problems caught late cause foundation damage and become a much bigger conversation.

Hardscape and structures. Check walkways, patios, and retaining walls for shifting, cracking, or heaving from root pressure or frost. Inspect fencing for loose posts and damaged sections. These items directly impact property safety and curb appeal, and documenting them protects you from liability.

Safety walkthrough. Look for tripping hazards from raised pavers or exposed roots, hanging branches over walkways, wasp or fire ant activity near high-traffic areas, and dark spots in landscape lighting. A quick safety check on every visit protects the property owner and demonstrates professionalism that sets you apart from mow-and-go competitors.

Routine maintenance visits. Use this as your standard operating procedure for every property visit. It ensures nothing gets skipped, observations get recorded, and the customer sees a professional report documenting every step. Consistency across visits builds the kind of trust that keeps clients for years.

New crew member training. Hand this checklist to every new hire. It teaches them the complete process for a thorough property maintenance visit and builds consistent habits from day one. The observation fields and condition indicators help them learn what to look for and what healthy looks like versus what needs attention.

Maintenance contract visits. If you sell seasonal or annual maintenance plans, this checklist is your proof of value. Customers paying for a plan expect thoroughness. Generate the report, hand it to them or email it, and show exactly what their money bought. That documentation is also your protection if a customer ever disputes the quality of your service.