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Plants, Materials, and Hardscaping Ordering Checklist

PROJECT: Landscape / Hardscape / Plant & Tree Installation / Services #

TIMEFRAME NOTIFICATION GIVEN TO CLIENT: ________________________
(For scheduling department) 

Section 1: Project Details  #

  • Customer Name: __________________________
  • Date Contract Signed: ______________________ 
  • Estimated Work Installation Date: ____________ 
  • Approximate Project Duration: ______________
  • Assigned Project Manager/Crew: ____________
  • Assigned Trucks/Trailer: __________________
  • Designer: ______________________________
  • Design Approved: Yes / No 
  • Design Fee Processed: Yes / No 
  • Project Deposit Received: Yes / No 

Section 2: Plants/Materials  #

  • Ordered Date: ________________
  • Arrival Date: _________________ 
  • Plant Supplier(s): _____________

Hardscaping/Materials 

  • Ordered Date: ________________
  • Arrival Date: _________________ 
  • Hardscaping Supplier(s): ________________ 

All specific plant names, quantities, sizes/containers, and all specific items related to the job should be included in the job work order. 

Section 3: Job Rental Equipment  #

  • Required: Yes / No 
  • Ordered Date: _______________ 
  • Arrival Date: ________________

Section 4: Permits and Logistics  #

  • Has the Permit Been Approved and Issued?  Yes / No 
  • Customer Placed Inside Window?  Yes / No 
  • If Required: Was Call Before You Dig 811 Contacted?  Yes / No 
  • Date of Contact: ______________ 
  • Materials to be Delivered to: Jobsite / Facility 
  • Job Staging Area Location: (Example: front driveway left side, stage block lower rear lawn) 

Signatures  #

  • Manager Signature: _________________
  • Date: _________________ 
  • Production Coordinator: ______________ 
  • Date: ____________