Training Content Masterclass
01. Creating a contact.
Start your journey by mastering the core principles of Green Industry software. We cover data entry, client mapping, and basic navigation.
02. Turning your contact into a customer.
Creating an estimate in UDS helps you turn ideas into clear, professional numbers your clients can trust. Start by selecting the services and materials needed for the job, then plug in quantities, rates, and any recurring work. UDS automatically calculates totals so you can see profit and pricing at a glance. Once it looks right, send the estimate directly to your client, track their response, and be ready to convert it into a job with just a few clicks.
03. Creating an Estimate.
Creating an estimate in UDS helps you turn ideas into clear, professional numbers your clients can trust. Start by selecting the services and materials needed for the job, then plug in quantities, rates, and any recurring work. UDS automatically calculates totals so you can see profit and pricing at a glance. Once it looks right, send the estimate directly to your client, track their response, and be ready to convert it into a job with just a few clicks.
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04. Turning the Estimate, into a job
Turning the estimate into a job in UDS is where planning becomes real work in the field. Once your client approves the estimate, you can convert it directly into a job without re‑entering details. All the services, pricing, and notes carry over, so nothing gets missed. From there, you can assign crews, set start dates, and build out the schedule. This smooth handoff keeps your interiorscape projects moving forward with clarity and confidence.
05. Turning a job into a schedule
Turning a job into a schedule in UDS keeps your interiorscape work organized and on time. Once a job is ready to go, you can set start dates, assign crews, and choose how often the work repeats. All the details from the job flow into the schedule, so your team knows exactly what to do and when. With everything laid out on the calendar, it’s easy to balance workloads, avoid overlaps, and keep every visit running smoothly.
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06. Assigning Crews and creating routes.
Assigning crews and creating routes in UDS helps you get the right people to the right sites at the right time. Start by grouping jobs by area or day, then assign each crew to a route that makes sense geographically. UDS keeps all the visit details, notes, and timing in one place so your teams know exactly where to go next. With clear routes and assignments, you reduce drive time, avoid confusion, and keep your interiorscape work running smoothly and on schedule.
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07. Billing for your work.
Billing for your work in UDS makes it easy to get paid accurately and on time. Once a visit or job is complete, you can pull in all the approved services, materials, and schedules directly into an invoice, so nothing is missed. Customize terms, add notes, and send the bill straight to your client from the system. With everything tracked in one place, you can see who has paid, who’s overdue, and keep cash flow steady for your interiorscape business.
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08. Keeping track of your job.
Keeping track of your job in UDS means you always know what’s happening on every site. From one place, you can see visit history, notes, photos, and any changes made in the field. Schedules, routes, and completed work all stay connected to the same job, so nothing gets lost in emails or paper. With a clear record of what was done, when it was done, and by whom, you can answer client questions quickly and keep your interiorscape projects running smoothly.
