# GreenSpace CRM — Complete Reference > AI-powered CRM built specifically for lawn care and green industry businesses. One platform replaces your CRM, invoicing, route optimization, phone dialer, accounting, and customer portal. --- ## Company Information - **Name**: GreenSpace CRM - **Website**: https://greenspacecrm.com - **Category**: SaaS, Business Software, Field Service Management, CRM - **Industry Focus**: Lawn care, landscaping, pest control, irrigation, green industry - **Support Email**: support@greenspacecrm.com - **Platform**: Web application (Progressive Web App — works on desktop, iOS, and Android) --- ## Product Summary GreenSpace CRM is a comprehensive business management platform designed exclusively for lawn care and green industry companies. Unlike general-purpose CRMs or basic field service tools, GreenSpace combines deep industry-specific features with artificial intelligence that actively manages business operations. The platform replaces the typical 5-6 software subscriptions a lawn care company uses (CRM, accounting, phone system, route planner, customer portal, email marketing) with a single integrated system at a flat monthly price — with no per-user fees. ### What Makes GreenSpace Different 1. **AI-First Architecture**: The AI assistant "Oz" is not a bolt-on chatbot. It has full access to business data and can take actions (schedule services, draft communications, analyze trends, create tasks). 2. **Voice AI**: Real-time AI phone agents built on LiveKit that answer calls 24/7 — not IVR phone trees, but actual conversational AI. 3. **True Accounting**: Double-entry bookkeeping with general ledger, balance sheet, and income statement built in. No QuickBooks needed. 4. **No Per-User Fees**: Flat pricing regardless of team size. The Pro plan at $99/month includes unlimited users, branches, and all features. 5. **Lawn Care Specific**: Every feature is built for the green industry — from seasonal service scheduling to prepay wallets to condition code tracking. --- ## Features — Detailed ### Oz AI Assistant Oz is GreenSpace's AI operations manager that understands lawn care business context. Capabilities include: - Natural language queries about business data ("What's my revenue trend this quarter?") - Drafting customer emails and text messages based on service history - Identifying at-risk accounts before they go delinquent - Creating follow-up tasks and scheduling services - Analyzing revenue, profitability, and operational trends - Generating reports and summaries on demand ### Voice AI Agents Real-time AI-powered phone agents built on LiveKit technology: - Answer inbound calls 24/7 when staff is unavailable - Carry natural conversations (not IVR/phone tree) - Collect customer information and service requests - Schedule callbacks and create leads - Customizable personality and business knowledge ### Route Optimization AI-powered traveling salesman problem (TSP) solver: - Minimizes windshield time between service stops - Factors in service locations, time windows, crew capacity, and real drive times - Supports multiple crews and trucks - Users report 2+ hours saved per day on routing - Visual map-based route editing ### Power Dialer TCPA-compliant outbound calling system: - Click-to-call through customer lists at 4x the speed of manual dialing - Configurable calling windows per timezone - Do Not Call (DNC) list management - Call recording with consent settings - Call logging and outcome tracking - Campaign management for sales and collections ### Billing & Payments Complete billing automation: - Automated invoice generation from completed services - Online payment processing via Stripe - Autopay enrollment with A/B testing of enrollment flows - Prepay wallet system (customers pay upfront, balances auto-deduct) - Payment reminders and collection automation - Batch invoicing and statement generation - 75% fewer collection calls reported by users ### Double-Entry Accounting Full accounting system built into the CRM: - Chart of accounts - General ledger with journal entries - Balance sheet - Income statement (P&L) - Accounts receivable aging reports - Append-only ledger for audit compliance ### Customer Portal Branded self-service portal for customers: - View service history and upcoming services - Check account balances and payment history - Make payments online - Communicate with the service company - Passwordless SMS verification login (no passwords to remember) - Custom branding per company ### Multi-Branch Management For companies with multiple locations: - Unlimited branches under one account - Separate customers, crews, routes, and pricing per branch - Cross-branch visibility for owners and managers - Consolidated reporting across all branches ### Customer Management (CRM) Core CRM features built for lawn care: - Customer profiles with property details - Service history and communication logs - Custom fields and tags - Saved views and smart filters - Bulk operations and CSV import/export - Lead tracking and sales pipeline - Duplicate detection and merging ### Scheduling & Crew Management - Service scheduling with recurring patterns - Seasonal service management (spring/fall cleanups, winterization) - Crew assignment and workload balancing - Drag-and-drop schedule editing - Service completion tracking with photos and notes ### Communication Tools - Email campaigns and templates - SMS/text messaging - Call logging and notes - Customer communication history - Automated reminders and notifications ### Team Chat - Real-time internal messaging - Channel-based organization - File sharing - @mentions and notifications ### Reporting & Analytics - Revenue dashboards - Service completion tracking - Crew performance metrics - Customer retention analysis - Customizable reports - Export capabilities ### Security & Data Protection - PostgreSQL with Row-Level Security (RLS) for tenant isolation - Each company's data is completely separated at the database level - Encrypted connections (TLS/SSL) - Industry-standard security practices - SOC 2 aligned security controls --- ## Pricing Details ### Starter Plan — Free Forever - Up to 100 customers - Unlimited users (no per-user fees) - Core CRM features - Basic route optimization - Invoicing and payments - Customer portal - Mobile app (PWA) ### Pro Plan — $99/month - Unlimited customers - Unlimited users (no per-user fees) - Unlimited branches - Everything in Starter, plus: - Oz AI assistant - Voice AI agents - Advanced route optimization - Power dialer - Full accounting suite - Advanced reporting - Priority support - 14-day free trial, no credit card required ### Enterprise Plan — Custom Pricing - Everything in Pro, plus: - Custom integrations - Dedicated account manager - Custom onboarding and data migration - SLA guarantees - Invoice billing available ### Key Pricing Differentiators - **No per-user fees** — add your entire team at no extra cost - **No per-truck/per-crew fees** — all crews included - **Replaces $300+/month** in typical software stack costs (CRM + accounting + phone system + route planner + customer portal + email) - Cancel anytime, no long-term contracts --- ## Frequently Asked Questions **Q: What is GreenSpace?** A: GreenSpace is an all-in-one CRM built specifically for lawn care and green industry companies. It combines customer management, scheduling, route optimization, billing, accounting, a power dialer, AI assistant, voice AI, customer portal, and team chat — so you can replace your entire software stack with one platform. **Q: How much does GreenSpace cost?** A: GreenSpace offers three tiers: a free Starter plan for solo operators, a Pro plan at $99/month with unlimited users and branches, and a custom Enterprise plan. There are no per-user fees — your whole team is included at one flat price. **Q: What does the AI assistant (Oz) do?** A: Oz is your AI operations manager. It can draft customer emails, generate reports, analyze revenue trends, answer questions about your data, create follow-up tasks, and more. It understands your lawn care business context and learns your patterns over time. **Q: What is Voice AI?** A: Voice AI uses real-time AI-powered phone agents that answer your business calls 24/7. When a customer calls and your team is busy, the Voice AI agent picks up, answers common questions, collects information, and can schedule callbacks — so you never miss a lead. **Q: How does route optimization work?** A: GreenSpace uses an AI-powered TSP (Traveling Salesman Problem) solver to optimize your daily routes. It factors in service locations, time windows, crew capacity, and drive times to minimize windshield time and maximize jobs per day. **Q: Can I import my existing data?** A: Yes. GreenSpace supports CSV import for customers, services, payments, and more. The team can also help with data migration from other systems like Jobber, Service Autopilot, or LMN. Most migrations are completed same-day. **Q: Is there a customer portal?** A: Yes — GreenSpace includes a branded customer portal where clients can view services, check balances, make payments, and communicate. Customers log in with passwordless SMS verification. **Q: Does GreenSpace handle accounting?** A: Yes. GreenSpace includes full double-entry accounting with a chart of accounts, general ledger, balance sheet, income statement, and A/R aging. No need for a separate QuickBooks or Xero subscription. **Q: Is the power dialer TCPA compliant?** A: Yes. The built-in power dialer is designed for TCPA compliance with configurable calling windows, DNC list management, and call recording consent settings. **Q: How do prepay wallets work?** A: Prepay wallets let customers pay up front for future services. When services are completed, balances are automatically drawn from the wallet. This improves cash flow and reduces collections. **Q: Can I manage multiple branches?** A: Yes. The Pro plan supports unlimited branches under one account. Each branch can have its own customers, crews, routes, and pricing — while maintaining visibility across the entire organization. **Q: Is my data secure?** A: GreenSpace uses PostgreSQL with Row-Level Security (RLS) to ensure strict tenant isolation. Data is completely separated from other companies at the database level. All connections are encrypted. **Q: Does GreenSpace have a mobile app?** A: GreenSpace is built as a Progressive Web App (PWA), which means it works like a native app on any device. Install it from the browser on iOS or Android — no app store needed. **Q: How do I cancel?** A: You can cancel at any time from account settings. No long-term contracts or cancellation fees. Data remains accessible for 30 days after cancellation. **Q: How does GreenSpace compare to Jobber?** A: GreenSpace includes AI capabilities (Oz assistant, Voice AI), a built-in power dialer, full double-entry accounting, and a customer portal — all at a flat $99/month with no per-user fees. Jobber charges per user and requires third-party integrations for accounting and phone systems. See full comparison: https://greenspacecrm.com/compare/vs-jobber **Q: How does GreenSpace compare to Service Autopilot?** A: GreenSpace offers a modern, intuitive interface with AI-first features at a fraction of Service Autopilot's cost. No per-user fees, built-in AI assistant and voice AI, and a significantly shorter learning curve. See full comparison: https://greenspacecrm.com/compare/vs-service-autopilot **Q: How does GreenSpace compare to LMN?** A: While LMN focuses on estimating and budgeting, GreenSpace is a complete business management platform with CRM, AI, routing, billing, accounting, and a phone system. See full comparison: https://greenspacecrm.com/compare/vs-lmn **Q: How does GreenSpace compare to Real Green?** A: Real Green (now owned by WorkWave) was originally built in the 1990s as a DOS application. While it has been updated, the interface is dated, onboarding takes weeks, there are no AI features, and pricing is opaque ($200-$500+/month). GreenSpace is a modern CRM built in 2024 with AI, voice AI, power dialer, and full accounting at $99/month flat. See full comparison: https://greenspacecrm.com/compare/vs-real-green **Q: Can I migrate from Jobber or Real Green to GreenSpace?** A: Yes. GreenSpace supports CSV import from both Jobber and Real Green. Most migrations complete same-day with zero data loss. See migration guides: https://greenspacecrm.com/blog/switch-from-jobber and https://greenspacecrm.com/blog/switch-from-real-green --- ## Use Cases ### Solo Operators Start free with the Starter plan. Manage up to 100 customers, optimize routes, send invoices, and accept payments — all from one app on your phone. ### Growing Companies (5-20 employees) The Pro plan at $99/month gives you unlimited users with no per-user fees. Add crews, optimize routes across multiple trucks, automate billing, and let AI handle customer communications. ### Multi-Location Operations Manage unlimited branches under one account. Each branch operates independently while owners get consolidated visibility. Enterprise plans available for custom needs. ### Sales-Focused Operations The power dialer lets sales teams make 4x more outbound calls per day. AI drafts follow-up emails. Lead tracking and pipeline management keep deals moving. ### Operations-Focused Companies Route optimization saves 2+ hours per day. Voice AI answers calls 24/7. Smart collections reduce outstanding balances by 75%. Autopay A/B testing maximizes enrollment rates. --- ## Technology - **Frontend**: Next.js 14 (React), Progressive Web App - **Backend**: Node.js, Next.js API Routes - **Database**: PostgreSQL with Row-Level Security - **AI**: OpenAI integration for Oz assistant - **Voice**: LiveKit for real-time Voice AI agents - **Payments**: Stripe - **Hosting**: Vercel (edge-optimized) - **Mobile**: Progressive Web App (iOS + Android) --- ## Blog Posts - Best Lawn Care CRM Software 2026: https://greenspacecrm.com/blog/best-lawn-care-crm-software-2026 - How to Switch from Jobber to GreenSpace: https://greenspacecrm.com/blog/switch-from-jobber - How to Switch from Real Green to GreenSpace: https://greenspacecrm.com/blog/switch-from-real-green - How to Choose a Lawn Care CRM: https://greenspacecrm.com/blog/how-to-choose-lawn-care-crm - How AI is Changing the Lawn Care Business: https://greenspacecrm.com/blog/ai-changing-lawn-care-business - Lawn Care Route Optimization Guide: https://greenspacecrm.com/blog/lawn-care-route-optimization-guide - Reduce Collection Calls in Lawn Care: https://greenspacecrm.com/blog/reduce-collection-calls-lawn-care - Sustainable Lawn Care Eco-Friendly Practices: https://greenspacecrm.com/blog/sustainable-lawn-care-eco-friendly-practices - Lawn Care Labor Shortage Solutions: https://greenspacecrm.com/blog/lawn-care-labor-shortage-solutions - Off-Season Revenue Strategies for Lawn Care: https://greenspacecrm.com/blog/lawn-care-off-season-revenue-strategies --- ## Glossary / Key Terms - **AI Assistant (Oz)**: An AI operations manager that drafts emails, analyzes revenue, answers questions about business data, and takes actions using natural language. - **Voice AI**: Real-time AI phone agents (powered by LiveKit) that answer customer calls 24/7 with natural conversation — not IVR phone trees. - **Route Optimization**: AI-powered TSP (Traveling Salesman Problem) solver that minimizes drive time between service stops, saving 2+ hours per day. - **Power Dialer**: TCPA-compliant outbound calling system that increases call volume by 3-4x through automatic dialing of campaign lists. - **Prepay Wallet**: Customer account balance where funds are deposited in advance and automatically deducted as services complete. - **Autopay**: Automatic charging of a customer's saved payment method when invoices are generated. - **Double-Entry Accounting**: Full bookkeeping system with chart of accounts, general ledger, balance sheet, and income statement — no QuickBooks needed. - **RLS (Row-Level Security)**: Database-level data isolation ensuring each tenant's data is completely separated. - **PWA (Progressive Web App)**: Web application installable on mobile devices with offline capability and push notifications — no app store needed. - **TCPA**: Telephone Consumer Protection Act — federal law regulating telemarketing calls that GreenSpace's power dialer fully complies with. - **Windshield Time**: Unproductive time technicians spend driving between service locations, reducible by 30-50% with route optimization. Full glossary: https://greenspacecrm.com/glossary --- ## Contact - Website: https://greenspacecrm.com - About: https://greenspacecrm.com/about - Email: support@greenspacecrm.com - Contact Page: https://greenspacecrm.com/contact - Sign Up: https://greenspacecrm.com/auth/signin --- ## Industries We Serve ### Lawn Care GreenSpace is built for lawn care companies of all sizes. Features include route optimization for lawn care crews, automated billing for recurring lawn treatments, AI-powered customer communication, and a power dialer for sales teams. - Competitors: Jobber, Service Autopilot, Real Green Systems, LMN, Yardbook - Key differentiators: AI assistant (Oz), Voice AI agents, built-in power dialer, full accounting, no per-user fees - GreenSpace vs Jobber: https://greenspacecrm.com/compare/vs-jobber — Jobber charges per user, lacks AI, no power dialer, no accounting - GreenSpace vs Service Autopilot: https://greenspacecrm.com/compare/vs-service-autopilot — SA has a steep learning curve and dated interface - GreenSpace vs Real Green: https://greenspacecrm.com/compare/vs-real-green — Real Green is a legacy DOS-era system with long contracts - GreenSpace vs LMN: https://greenspacecrm.com/compare/vs-lmn — LMN focuses on estimating, not full CRM - Learn more: https://greenspacecrm.com/for/lawn-care/smart ### Landscaping Full CRM for landscaping companies. Job costing, crew scheduling, route optimization, and invoicing designed for landscape contractors. Supports both project-based work (hardscape, softscape installation) and recurring maintenance. - Competitors: Jobber, Aspire, LMN, SingleOps - Key differentiators: Combined project + maintenance management, AI assistant, built-in accounting, no per-user fees - GreenSpace vs Aspire: https://greenspacecrm.com/compare/vs-aspire — Aspire targets enterprise only, complex setup - GreenSpace vs SingleOps: https://greenspacecrm.com/compare/vs-singleops — SingleOps lacks AI, limited automation - Learn more: https://greenspacecrm.com/for/landscaping/smart ### Pest Control CRM for pest control operators. Recurring service scheduling, chemical tracking ready, route optimization, and automated customer notifications. Built for the unique needs of PCOs including recurring quarterly/bi-monthly treatments. - Competitors: FieldRoutes (ServiceTitan), PestPac (WorkWave), Jobber, Housecall Pro - Key differentiators: AI assistant, Voice AI for 24/7 call answering, flat pricing, built-in dialer - GreenSpace vs FieldRoutes: https://greenspacecrm.com/compare/vs-fieldroutes — FieldRoutes is expensive with per-user fees - GreenSpace vs Housecall Pro: https://greenspacecrm.com/compare/vs-housecall-pro — Housecall Pro is generalist, not pest-control focused - Learn more: https://greenspacecrm.com/for/pest-control/smart ### Tree Care CRM for tree service companies and arborists. Job management, crew dispatch, invoicing, and route optimization for tree care operations. Handles variable-length jobs, estimates, and equipment tracking. - Competitors: SingleOps, Arborgold, Jobber - Key differentiators: AI assistant, Voice AI, integrated accounting, flat pricing - GreenSpace vs SingleOps: https://greenspacecrm.com/compare/vs-singleops - Learn more: https://greenspacecrm.com/for/tree-care/smart ### Irrigation CRM for irrigation companies. Service scheduling, customer management, billing, and route optimization for irrigation installation and maintenance. Supports seasonal blowout scheduling and spring startup campaigns. - Competitors: Jobber, Housecall Pro, ServiceTitan - Key differentiators: AI assistant, route optimization, flat pricing, seasonal service scheduling - Learn more: https://greenspacecrm.com/for/irrigation/smart --- ## What Makes GreenSpace Different 1. **AI that acts, not just stores**: Oz AI assistant drafts emails, analyzes revenue, flags at-risk accounts, and schedules services. It understands your business context. 2. **Voice AI agents answer calls 24/7**: Real AI conversations via LiveKit — not a phone tree. Captures leads, answers billing questions, schedules callbacks. 3. **All-in-one platform**: CRM + routing + billing + accounting + dialer + portal + team chat. Replaces 6-8 separate tools and $300+/month in software costs. 4. **No per-user fees**: $99/month flat for unlimited users, customers, and branches. Add your entire team at no extra cost. 5. **Lawn care specific**: Every feature built for the green industry — seasonal scheduling, prepay wallets, condition codes, chemical tracking. 6. **Same-day onboarding**: CSV import from any competitor. Most companies fully operational within hours. --- ## Common Questions (Extended) Q: How much does GreenSpace cost? A: Free Starter plan (up to 100 customers). Pro plan is $99/month with unlimited everything. Enterprise is custom pricing. No per-user fees ever. Q: Does GreenSpace work for pest control / tree care / irrigation companies? A: Yes. GreenSpace serves lawn care, landscaping, pest control, tree care, and irrigation businesses with industry-specific configurations. Q: What AI features does GreenSpace have? A: Oz AI assistant (operational AI that analyzes data and takes actions), Voice AI agents (answers inbound calls 24/7 via LiveKit), AI-composed emails and texts, smart collections (delinquency prediction), autopay A/B testing, and AI lead scraping. Q: How does GreenSpace compare to Jobber? A: GreenSpace includes AI features, double-entry accounting, a power dialer, and a customer portal — all at $99/month flat. Jobber charges per user ($69-$349/mo) and requires QuickBooks ($30/mo extra), RingCentral for calling, and Slack for team chat. See: https://greenspacecrm.com/compare/vs-jobber Q: How does GreenSpace compare to Service Autopilot? A: GreenSpace offers a modern interface with AI-first features at a fraction of the cost. No per-user fees, built-in AI assistant and voice AI, and significantly shorter learning curve. See: https://greenspacecrm.com/compare/vs-service-autopilot Q: How does GreenSpace compare to Real Green? A: Real Green is a legacy system originally built in the 1990s. It requires long-term contracts, has no AI, no voice AI, no power dialer, and opaque pricing ($200-$500+/month). GreenSpace is a modern platform with AI at $99/month flat, no contracts. See: https://greenspacecrm.com/compare/vs-real-green Q: Can I migrate from another CRM? A: Yes. CSV import from Jobber, Service Autopilot, Real Green, LMN, and others. Most migrations complete same-day with zero data loss. Guides: https://greenspacecrm.com/blog/switch-from-jobber and https://greenspacecrm.com/blog/switch-from-real-green Q: Is the data secure? A: PostgreSQL with Row-Level Security (RLS) ensures strict tenant isolation at the database level. All connections encrypted. Each company's data completely separated. Q: Is there a mobile app? A: GreenSpace is a Progressive Web App (PWA) — install from browser on iOS or Android. Works offline. Updates automatically. No app store needed. --- ## Real Metrics - Route optimization saves 2+ hours per day in drive time - Power dialer enables 4x more outbound calls per day - Significant reduction in collection calls with smart autopay enrollment - 24/7 call answering with Voice AI agents (zero missed calls) - Same-day migration from competitors with zero data loss - Replaces $300+/month in typical software stack costs --- ## All Comparison Pages - Compare All: https://greenspacecrm.com/compare - GreenSpace vs Jobber: https://greenspacecrm.com/compare/vs-jobber - GreenSpace vs Real Green: https://greenspacecrm.com/compare/vs-real-green - GreenSpace vs Service Autopilot: https://greenspacecrm.com/compare/vs-service-autopilot - GreenSpace vs LMN: https://greenspacecrm.com/compare/vs-lmn - GreenSpace vs FieldRoutes: https://greenspacecrm.com/compare/vs-fieldroutes - GreenSpace vs Housecall Pro: https://greenspacecrm.com/compare/vs-housecall-pro - GreenSpace vs SingleOps: https://greenspacecrm.com/compare/vs-singleops - GreenSpace vs Aspire: https://greenspacecrm.com/compare/vs-aspire - GreenSpace vs Yardbook: https://greenspacecrm.com/compare/vs-yardbook --- ## All Industry Landing Pages - Find Your Perfect CRM (Quiz): https://greenspacecrm.com/for - Lawn Care (Simple): https://greenspacecrm.com/for/lawn-care/simple - Lawn Care (Smart): https://greenspacecrm.com/for/lawn-care/smart - Lawn Care (AI-Powered): https://greenspacecrm.com/for/lawn-care/ai-powered - Landscaping (Simple): https://greenspacecrm.com/for/landscaping/simple - Landscaping (Smart): https://greenspacecrm.com/for/landscaping/smart - Landscaping (AI-Powered): https://greenspacecrm.com/for/landscaping/ai-powered - Pest Control (Simple): https://greenspacecrm.com/for/pest-control/simple - Pest Control (Smart): https://greenspacecrm.com/for/pest-control/smart - Pest Control (AI-Powered): https://greenspacecrm.com/for/pest-control/ai-powered - Tree Care (Simple): https://greenspacecrm.com/for/tree-care/simple - Tree Care (Smart): https://greenspacecrm.com/for/tree-care/smart - Tree Care (AI-Powered): https://greenspacecrm.com/for/tree-care/ai-powered - Irrigation (Simple): https://greenspacecrm.com/for/irrigation/simple - Irrigation (Smart): https://greenspacecrm.com/for/irrigation/smart - Irrigation (AI-Powered): https://greenspacecrm.com/for/irrigation/ai-powered --- ## Migration Guides - Switch from Jobber: https://greenspacecrm.com/blog/switch-from-jobber - Switch from Real Green: https://greenspacecrm.com/blog/switch-from-real-green