What should landscapers ask before visiting a property?

What landscapers should confirm before a site visit: access, parking, pets, utilities, HOA rules, problem areas, photos, and who will be there.

All questions

Lead qualification and scripts Updated October 16, 2026

Short answer

Before visiting a property, landscapers should confirm the address and where to park, gate access and pets, who will be there and whether decision makers can attend, problem areas to look at, any HOA rules, known irrigation lines or utilities, and photos of the area. That turns the visit into a productive walk-through instead of a first conversation.

A site visit is the most expensive step in a landscaping sale. You’ve already decided the lead is worth it; now make sure the visit itself goes well. These questions are about logistics and preparation, the details that waste a trip when they’re missing.

Getting there and getting in

  • Exact address and landmarks. New developments and rural roads trip up GPS.
  • Where to park. Narrow streets, HOA parking rules, or a long driveway with trailer turnaround issues.
  • Gate codes and locked areas. Side gates, backyard access, community gates.
  • Pets. Dogs in the yard are a safety issue and a visit-ender.

Who will be there

  • Will the decision makers attend? Spouses, partners, or a property manager. A walk-through with half the decision makers usually means a second visit.
  • How much time do they have? Plan your visit length around it.

What you’ll be looking at

  • Problem areas: drainage, bare spots, erosion, overgrown beds, dead plants.
  • The project area, with rough dimensions if they know them.
  • What they want to keep and what can go.
  • Photos. Ask the customer to send current photos before the visit; you’ll arrive with ideas instead of just a tape measure.

What’s in the ground and overhead

  • Irrigation lines and heads, if there’s a system.
  • Underground utilities: remind them that digging requires a utility locate.
  • Overhead lines near trees or planned plantings.
  • Septic systems or drainage features that limit where you can dig.

Rules and restrictions

  • HOA approval for design changes, plant lists, or hardscape materials.
  • Permits for retaining walls, grading, or tree removal in some areas.
  • Timelines tied to events, closings, or construction.

Confirm the visit

Send a confirmation with the date, time window, and your name, and a reminder the day before. Ask them to reply if anything changes.

How this differs from the first call

The first call decides whether the lead deserves a visit (scope, budget, timeline). This list prepares the visit. For the first set of questions, see what to ask a landscaping estimate lead.

Where Tinylawn fits

When customers call to schedule or change a site visit while you’re on a job, Tinylawn answers, captures access notes and timing, and can text them a link to upload photos. As a landscaping answering service, each lead arrives with a virtual site visit report (lot size, building square footage, aerial imagery, and drive time) so you know the property before you leave the shop.