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Landscaping quote template: install, maintenance and the two-document trap

Yardage, plant schedules and irrigation priced properly — and why the maintenance contract must not live on the install quote.

Jul 17, 2026·9 min read·The MeloDocs team

Landscaping quotes go wrong in a way that is specific to the trade: the work is highly visible, easy for a client to compare to a neighbour's, and made of materials whose quantities are counted in units nobody outside the trade understands. Cubic yards, flats, calipers, and a bed area that somehow needs three inches of something.

The fix is the same as everywhere else — show the units and show the arithmetic — but the units are less familiar, so it is worth going through them properly.

Cubic yards, and the depth nobody states

Mulch, soil, gravel and compost are sold by the cubic yard and specified by depth. A cubic yard covers 324 square feet at one inch deep, so at the depths people actually use:

DEPTHCOVERAGE PER YARD800 SQ FT OF BEDTYPICAL USE
1 in324 sq ft2.5 ydTop dressing on lawn
2 in162 sq ft4.9 ydRefresh over existing mulch
3 in108 sq ft7.4 ydNew bed, weed suppression
4 in81 sq ft9.9 ydDeep bed, slope retention
6 in54 sq ft14.8 ydSoil for new planting bed

Quote the depth on the line, always. “Mulch, 7.5 yd at 3 in depth” is checkable; “mulch install” is not, and the client who got a two-inch install last year from someone cheaper cannot tell why yours costs more.

Then round up to what the supplier actually delivers, and say so. Nobody sells 7.4 yards. Ordering eight and telling the client you ordered eight is honest; billing eight while quoting 7.4 without explanation is the sort of small gap that produces a large argument.

A front-yard install, priced out

800 square feet of new bed, twenty-two shrubs, six perennial flats, edging, and a drip zone added to an existing irrigation system.

ITEMQTYRATETOTAL
Bed preparation — sod removal and grade800 sq ft1.351,080.00
Topsoil blend, 4 in9.9 yd48.00475.20
Shrubs, 5 gal, planted22 ea68.001,496.00
Perennials, flat of 186 flat82.00492.00
Steel edging, installed126 lf7.40932.40
Hardwood mulch, 3 in7.5 yd62.00465.00
Drip irrigation zone — valve, tubing, emitters1 ls745.00745.00
Disposal of sod and debris1 ls290.00290.00
Subtotal5,975.60

Tax at 9.1% adds $543.78 for a total of $6,519.38. Deposit at 40% is $2,607.75 — higher than most trades, and correctly so: plant material is ordered for a specific job, is perishable, and is the least returnable thing on the list.

Attach a plant schedule, not a plant list

A schedule gives botanical name, common name, size at purchase, quantity and location. It takes ten extra minutes and it does three things a list cannot.

WHY THE SCHEDULE EARNS ITS TEN MINUTES
01It proves you are not substituting cheaper stock silently
02It gives the client something to look up and get excited about
03It settles the “that is not what I thought I was getting” conversation
04It becomes the warranty document if something fails
05It is what the supplier order is built from, so it must exist anyway

Also state the size at purchase in the unit the trade actually uses — 5 gallon, #3 container, 1.5 in caliper. “Mature shrubs” means nothing and sets an expectation the delivery truck will not meet.

The plant warranty needs conditions or it is a liability

One year on woody material is a common offer and a reasonable one. It becomes a problem when it has no conditions attached, because the most common cause of plant death in a new install is watering — and you are not there to do it.

Three conditions cover it, and they are not adversarial: the client waters per the schedule you provide, the plants are not moved, and the warranty covers replacement material rather than the labour to install it. Write the watering schedule on its own sheet and hand it over on the last day. A plant that dies from neglect after you handed over instructions is a conversation; one that dies with no instructions given is your problem.

Almost every plant warranty dispute is really a watering dispute. Hand over the schedule in writing and most of them never start.

Irrigation: say what you are connecting to

Adding a zone to an existing system assumes the existing system works, has capacity, and has a controller with a free station. Any of those being false turns a $745 line into a $2,000 conversation on the day.

So write the assumption down: “Priced as a new drip zone connected to the existing controller, assuming one free station and adequate supply pressure. If the controller is full or pressure is inadequate we will stop and re-quote before proceeding.” That is one sentence and it is the difference between a change order and an argument.

The two-document trap

The most expensive mistake in landscaping paperwork is putting the ongoing maintenance on the install quote. It feels efficient. It is not, for a reason that only shows up months later.

INSTALL QUOTE
One-off, defined scopeDeposit and progress paymentsEnds at handoverWarranty attaches to material
MAINTENANCE AGREEMENT
Recurring, per visit or per monthBilled monthly, ideally automaticallyRenews or cancels on noticeService level, not a deliverable

They are different documents with different terms, different billing and different endings. Merged onto one page, the maintenance obligation ends when the install is paid — which is exactly what the client will argue, and they will be right, because the document said so.

Quote them together on the same visit. Send them as two documents, signed separately.

Hardscape is a different estimate inside the same quote

Planting is priced per unit and hardscape is priced per square foot of finished surface — but the cost of hardscape lives almost entirely underneath it, in excavation and base, which is the part the client cannot see and will not intuitively value.

LAYERDEPTHFOR 320 SQ FT PATIONOTE
Excavation10 in9.9 yd removedSpoil haul is a separate cost
Compacted base6 in5.9 yd crushedCompact in two lifts, not one
Bedding sand1 in1.0 ydScreeded, never compacted
Pavers320 sq ft + 8% cutsOrder 346 sq ft
Polymeric sand and edging72 lf edgeRestraint on every open edge

That 9.9 cubic yards of excavated spoil has to go somewhere, and hauling it is frequently a bigger line than the pavers. Price the haul separately and say where it is going; “excavation” as a single word hides a truck, a tip fee and half a day.

The base depth is the line worth defending in writing. Six inches compacted in two lifts is the difference between a patio that is flat in ten years and one that dishes in three, and it is exactly the specification a cheaper bid quietly halves. Write “6 in compacted base, installed in two 3 in lifts, plate compacted between” on the quote and you have given the client a question to take to the other bidder.

Drainage: the exclusion that becomes a lawsuit

Landscaping changes where water goes. That is not a side effect, it is most of what regrading, bed building and hardscape actually do — and it is the single largest liability in the trade, because the person who complains is usually not your client. It is the neighbour downhill.

Two protections, and both belong on the quote rather than in a conversation. First, state the drainage assumption: “Priced on the existing grade and drainage pattern. We are not altering where water leaves the property.” Second, if the design does change the flow, say what it does and where the water is going instead.

DRAINAGE ITEMS THAT NEED THEIR OWN LINE
01Any regrading that changes the direction of surface flow
02French drains, dry wells, or catch basins — with the outlet stated
03Downspout extensions and where they discharge
04Retaining walls over the height that requires engineering locally
05Anything within a setback, easement or drainage swale

Retaining walls have a height threshold above which most jurisdictions require an engineered design and a permit — commonly four feet, though it varies and is sometimes measured from footing rather than grade. A wall built one course above the line without a permit is a wall the client will have to disclose when they sell, and that conversation ends up being about you.

Price the season into the quote, honestly

Landscaping is the most seasonal trade in this series, and pretending otherwise on a quote produces two problems: a spring calendar that is oversold and an autumn one that is empty, plus plant material installed at the worst possible time for it to survive.

WORKBEST WINDOWPOSSIBLEAVOID
Shrub and tree plantingAutumnEarly springMid-summer
SodSpring, early autumnSummer with irrigationFrozen ground
SeedLate summer to early autumnSpringSummer heat
HardscapeAny dry groundMost of the yearSaturated or frozen base
Bed renovationAutumnSpringPeak bloom

Use this on the quote rather than only in your own scheduling. A client asking for a July planting can be offered the honest version: “We can plant in July and I will, but the establishment risk is materially higher and the warranty needs a stricter watering condition. If it can wait until September the plants will do better and the price is the same.”

Contractors are reluctant to say this because it delays revenue. It also fills an autumn that would otherwise be quiet, avoids replacing plants under warranty in year one, and produces the referral that a stressed July install does not.

Access, protection and the neighbour

Landscaping is the only trade in this series where most of the work happens outside the client's house and half of it happens within sight of somebody who did not hire you. That produces a category of cost that rarely appears on a quote and reliably appears on the job.

CONDITIONWHAT IT COSTSHOW TO PRICE ITIF UNSTATED
No side gate wide enough for a machineBarrow everythingHours, on its own lineA day, absorbed
Spoil and material staged on the driveProtection and cleanupLine item, smallStained concrete, argued
Shared or narrow street parkingTrailer logisticsStated assumptionLate start every morning
Irrigation or utility lines unmarkedLocate before diggingA required step, not an optionA repair you pay for
Neighbour's overhang or fence lineAgreement before cuttingIn writing, before the dayA dispute you are in the middle of

The fourth row is not negotiable and should never be an assumption. Calling for utility locates before digging is free in most of the United States, it is legally required in many places, and it is the difference between a bed excavation and cutting a gas service. Put the locate on the schedule as a step with a date, not as a line in the terms.

The neighbour row is the one that turns into a genuine legal problem. Branches overhanging the client's property, a fence on an assumed line, a hedge maintained by both households for a decade — the rules vary and the emotions do not. If the design touches anything at the boundary, get the client to confirm in writing that they have spoken to the neighbour, and say on the quote that you have priced it on that basis.

Pricing the maintenance side

Per-visit pricing is simplest to sell and worst to operate, because the visits that take longest are the ones in the months you are busiest. Monthly pricing across a season, with a stated visit count, smooths both the schedule and the cash.

PLANVISITSPER MONTHSEASON TOTAL
Essential — mow, edge, blow28185.001,480.00
Standard — plus beds and pruning28265.002,120.00
Full — plus fertilisation and seasonal colour32390.003,120.00

Each of those totals is eight months of the monthly figure, and each should be stated as both numbers. Clients budget monthly and compare annually, so give them the arithmetic in both directions rather than making them do it and getting it wrong.

Stop copying templates. Describe the job instead.

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