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Canvas Landscaping – Planting Assessment SOP

1. Greet Client

 

  • Introduce yourself professionally.

  • Explain the walkthrough and let them know you’ll be observing conditions, taking notes, and taking photos (with permission).

2. Walk Through the Planting Areas

 

  • Visit all locations where the client wants flowers, bushes, trees, or other plants installed.

  • Take general notes and begin evaluating site suitability.

3. Understand the Client’s Vision

 

  • Ask about their desired aesthetic or specific plant preferences.

  • Determine whether they want to choose types/colors, or would like you to make recommendations.

  • Ask about seasonal interest, maintenance level, or long-term goals (e.g., privacy, pollinators, low-water).

4. Check for Removal of Old Plants

 

  • Ask if the client wants any existing shrubs or plants removed as part of the project.

  • If so, take photos and document exactly which plants are to be removed.

  • Confirm whether stumps or roots should be fully removed or cut to ground level.

5. Evaluate Planting Conditions

 

  • Observe sunlight exposure: full sun, part shade, full shade.

  • Check soil quality and compatibility (clay, sandy, rocky, loamy).

  • Check for drainage or pooling concerns.

  • Note elevation or slopes.

6. Assess Color Coordination

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  • Consider how plant colors will complement:

    • House color and trim

    • Existing landscaping (rock/mulch)

    • Walkways, patios, fencing, or nearby features

7. Identify Physical Obstacles

 

  • Look for conditions that might complicate planting, including:

  • Rock beds or areas with landscape fabric

  • Irrigation systems or buried utilities

  • Tree roots or other hard-to-dig areas

  • Structures or obstacles that limit access or spacing

8. Check for Hazards & Long-Term Concerns

 

  • Make sure planting isn't too close to:

    • The foundation of the house or outbuildings

    • Utility lines or septic systems

  • Watch for signs of erosion, steep slopes, or water runoff

  • Consider plant maturity size—spacing and overgrowth potential

9. Submit an 811 ticket if Digging is Required

  • If tree or shrub planting involves deeper digging, note that 811 must be called to mark underground utilities before installation.

  • Ask a supervisor or visit iSite to submit a ticket.

10. Take Photos (With Permission)

  • Ask the client if it’s okay to take photos for design, planning, and quoting.

  • Capture:

    • Wide shots of each planting area

    • Problem or obstacle spots

    • Existing shrubs/trees to be removed

    • Surrounding color elements for coordination

    • Sunlight/shade contrast areas

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