What every button in TurfPlan 2.0 does, where it is and how you use it on site: from the client’s first call to getting paid. Type what you’re looking for above; to follow the whole journey with a client, open the step-by-step manual.
What the app asks you the first time you open it
Where Welcome › Your business
Trading name, phone, email and address. They appear in the header of every PDF and in the emails you send from the app. No account, no password, no sign-up.
Tip Use the phone number you want clients to ring: it’s the one they’ll see on the quote.
Where Welcome › Currency and taxes
The app reads the iPhone’s region and suggests the currency symbol, the tax name (VAT, IVA, TVA, MwSt, GST…), its usual rate and whether you measure in metres or feet. All amounts are excluding tax; the tax and the total are shown separately.
Tip You can change it whenever you like in My business › Business › Taxes and currency. If you tap “Skip intro”, the region is set anyway.
Where My business › Edit catalogue
The app starts with turf, material and installation at sample prices so you can try it from the very first minute.
Tip If you get everything in a muddle, “Restore the original price list” goes back to the sample prices.
Where Home › at the very top
For newcomers: what’s still missing for the quote and the PDF to carry your details and your prices. Details, logo, tax and currency, suppliers, turf and prices, and frequent items.
The main screen, in tiles
Where Home › Measure tile · or the Measure tab
The big tile with the turf photo. One tap creates a new project and opens the camera. While you read the instructions, the camera gets ready behind them.
Where Home › Calendar
Three weeks in miniature: green for job days, amber for jobs without measuring, blue for visits, grey with a line for blocked days, outlined for today. Underneath, the next job or visit and, in orange, whether you need to order material soon.
Where Home › Accounts (dark card)
This month’s profit and bars for the last few months, with the current one in yellow. It updates when you mark a job as paid. One tap opens Accounts.
Where Home › two tiles side by side
Visit, in blue: your next visit and, in orange, “N unmeasured” if there are past visits still to measure. Calls: how many are pending (in orange if one is overdue) and the next one with its time.
Where Home › bottom tiles
Projects: how many you have and how many are to close (quoted or sent with no reply). Catalogue: opens the catalogue to show the client. My business: your plan, your details, suppliers and prices.
Tip Press and hold the Catalogue tile to go straight to Edit catalogue.
Where Home › press and hold a tile
Shortcuts to create something without opening the screen.
Where Home › below the tiles
The four newest projects. Tap one to open its record.
Tip If you’re in the Calendar, in Calls or in Accounts and switch tab, going back to Home takes you to the dashboard, not to where you left off.
Note the contact and your iPhone reminds you when it’s time to call
Where Home › Calls › New call · Projects › New project › New call
For when someone passes you a contact and it’s not the moment to call. You note it with the day and time to call, and the iPhone reminds you then. Once you’ve called, it becomes a visit and carries on as usual: visit › measure › job.
Tip Calls don’t appear in Projects, Accounts or the calendar until they become a visit. The Projects search does find them.
Where New call
“Paste the copied message” or “Read from a screenshot” (with the iPhone’s OCR). The app recognises the name, phone, email, address, postcode and town; anything left over goes into the notes. It drops WhatsApp timestamps and emojis.
Tip It only fills in what’s empty: it never overwrites what you’ve already typed.
Where New call › With day and time (reminds you)
If the message says “from 2pm” or “after 5”, the time is set for you: today, or tomorrow if it has already passed. Otherwise, in an hour, on the hour. Below, the job notes and up to 10 photos (Paste or from the Library).
Where Home › Calls
Each contact with its time in blue (“Today · 14:00”) or in orange with a warning sign if it’s overdue, the address, the notes and the photos. Sorted by time; those without a time go last.
Where Calls › ⋯
Remind me in 1 hour, Tomorrow at the same time, Change day and time…, Edit details, Open record (the notes and photos, without turning it into anything) and Delete call. When editing you see the saved photos and can remove them.
Tip Delete call asks for confirmation: the contact, notes and photos are deleted.
Where iPhone notification
“Call…” with the phone number, the town and the first line of the notes. It also shows while the app is open.
Tip If the call has no name, the reminder is titled with the phone number.
Where Calls › I’ve called ›
Four ways out once you’ve spoken to the client.
Where Calendar › Agenda › at the top
“Today’s calls (N)” or “Overdue calls (N)” takes you to the list without going through Home.
From the call to the measurement, or a price without going to the garden
Where Home › Visit › + · Calendar › Schedule a visit · Projects › New project · Calls › I’ve called
Name, phone, email, address, postcode and town; the day and, if you like, a Specific time. The visit lives in the Calendar, in blue and with its reminder, until you go.
Tip If the day is blocked, the app warns you before setting it.
Where New visit › The job, as the customer describes it
The m² they tell you or, better, Width × Length: with those, the indicative price comes from that rectangle and it doubles as the plan for a quote by phone. Notes (access, ground, what they want) and up to 10 photos.
Where Calendar › tap the visit · Visit record
Time, address, the Call · WhatsApp · Map · Email row (Apple Maps, Google Maps or Waze), the m² and the indicative price excl. and incl. VAT, “with the” installation type currently selected. Tapping the header opens the record.
Tip The indicative price uses your default turf and the selected installation type.
Where Visit card
“Measure now” opens the camera with the client’s details already filled in. When you close the first zone, the record moves to Quoted, leaves the visits calendar and appears in Projects.
Where Calendar › Agenda › Overdue visits · Home › “N unmeasured”
If the day passes and you haven’t measured, the visit doesn’t disappear: it shows as “Past visit · not measured”. Measure, change the date or cancel it.
Where Visit card › Ballpark quote (terracotta button)
A price based on the measurements the client gives you, without going to the garden. If you noted Width × Length, the plan is that rectangle; with only m², a square; with nothing, the Manual measurements sheet opens. From there everything is the same as after measuring: step 1, cutting plan, material, turf, installation, PDF and order.
Tip Once it’s done, the card says “Ballpark quote done · still to measure on site” with its amount, and the button changes to “View ballpark quote”.
Where Camera › I’m not at the garden · Record › Details › Plan · Projects › New project › Quote by phone · Calls
Three ways: the total m² (you get a square), Width × length (a rectangle) or L-shape, a rectangle with the top-right corner cut out, with its own cut-out width × length. The plan draws itself with its dimensions as you type.
Where Record · Projects · Home · PDF
On the record, the terracotta pill “Ballpark · client’s measurements”; in Details › Plan, the zone says “Manual measurements”; in Projects and on Home, the same line. The PDF carries the strip “BALLPARK QUOTE · to be measured on site”.
Tip The record stays a Visit until you measure with the camera. If you send the ballpark PDF, it moves to Sent and enters Projects.
Corners, curve, closing, inner object, Ground and Done
Where Camera
The circle that shows where the corner will be marked. It appears once the iPhone has recognised the ground; with LiDAR, almost straight away.
Tip Good light and a ground surface with some texture help. On smooth tiles or in poor light it takes longer.
Where Camera › round yellow button
Pins a corner to the real ground, not to the screen. You can walk around the garden, go round the pool and come back: the outline stays where you left it. If the iPhone moves while you mark, it warns you and doesn’t mark.
Tip Mark the corners in order, working your way round the garden, without jumping from one side to the other.
Where Camera › measurement panel
It shows SEGMENT while you measure a side and AREA once you close, with the figure in large type. In yellow, “To start”: the distance left to get back to the first corner. Next to it, the mini plan draws the outline seen from above, so you can check the shape matches the garden.
Where Camera › “Curve” tile
With Curve on, the corners you mark are joined with an arc: rounded edges, pools, flower beds.
Where Camera › “Close” tile
Joins the last corner to the first without having to walk back. The area appears in large type in m². The corners stay exactly where you marked them: nothing moves when you close.
Tip If a corner was marked badly, remove it with Undo or type the real length of that side on step 1.
Where Camera › controls panel
Removes the last corner you marked. You can tap it several times in a row.
Where Camera › “Object” button (with the outline closed)
Marks something inside the garden that takes no turf. The app subtracts that space from the m², the installation, the sand, the membrane and the levelling.
Tip One object per zone. If there are two pools, measure the garden as two zones. While you mark it, the button says “Cancel”; afterwards, “Remove object”.
Where Camera › controls panel
Scans the levels of that same zone without closing the camera. It takes you to the levelling module.
Where Camera › yellow button
Finishes the measurement and takes you to step 1: the plan with its dimensions and the cutting plan already worked out.
Where Camera › top right
Saves a photo of the garden to your camera roll with the outline and measurements drawn on it.
Tip Handy to send to the client or to the crew. The first time, the iPhone asks permission to save to Photos.
Where Camera › instructions screen
Under “Start measuring”, “I’m not at the garden · manual measurements” opens the manual measurements sheet. When you finish, the camera closes and you carry on at step 1.
Where iPhone Settings › TurfPlan
Without camera permission you can’t measure. If you denied it, the app tells you and takes you to Settings to switch it on.
Step 1 of 6: check and adjust everything before moving on
Where Step 1 › chips at the top › “+ Zone”
For gardens with separate parts (front, back, a side passage). Each zone is measured separately and they all add up in the same quote. If the plan comes from manual measurements, the zone carries the “Manual measurements” chip.
Tip Use names the crew will understand: “Front”, “Pool”, “Side”.
Where Step 1 › tap a side of the plan
Sets which way the turf pile leans. That side turns red, the strips are laid by pile direction, and the cutting plan and the PDF show it the same way.
Tip That way nobody on site lays a strip the wrong way round.
Where Step 1 › cm boxes on each side
If you measure a side with the tape, type the real measurement and the plan scales in proportion.
Where Step 1 › red card “Adjust the inner object”
The pool or decking shows in red with the length of each side. Each side has its own box so you can correct it with the tape without touching the garden outline. Includes “Remove object”.
Tip The area chip shows the m² actually left and how much the object has taken off.
Where Step 1 › cutting plan
The app lays the strips parallel to the side that uses the least roll, with your roll width and none shorter than 2 m. You can force horizontal or vertical.
Where Step 1 › cutting plan (strips in blue)
If an offcut works for another strip in the same zone, or another zone with the roll in the same direction, the app uses it, shows it in blue with the strip it’s for, and takes it off the roll you need to buy.
Tip Corner trims, the steps of an L and the stretch that passes over the pool all come into play.
Where Step 1 › cutting plan (dashed orange line)
If your supplier delivers rolls up to a maximum length (20 m, say) and a strip comes out longer, the app splits it: the long piece against the pile side and the short one at the other end. The join adds its tape and glue to the material.
Where Step 1 › cutting plan
If the turf supplier only cuts in multiples, each strip is bought rounded up and the label says so: “12.4 m · roll 15 m”. What’s left over stays as an offcut.
Where Step 1 › below the zone buttons
List of the calculated material: turf in m², rolls of tape, tubs of glue, nails (one box per 20 m²), sand and membrane, with quantity and price. Any box can be corrected by hand for this quote only; anything you leave at 0 isn’t charged.
Tip Glue is worked out at 1 kg per 2 linear metres of join, using the tubs in your price list.
Where Step 1 › Materials in this quote
Undoes all your manual changes to the material and goes back to what the app works out.
Where Step 1 › zone
Deletes the plan of the zone (or of all of them) and opens the camera to measure again. The app asks for confirmation before deleting. If the plan came from manual measurements, the camera plan replaces it and the record stops being a ballpark.
Where Step 1 › “‹ Record”
When you edit from the record (the pencil, Measure, another zone, manual measurements), step 1 has “‹ Record” and “Finish” takes you back to the record, not to Home.
LiDAR scan, level, fill material and removal
Where Camera › Ground › Scan · or Record › Details › Ground › Scan
Walk slowly inside the outline with the iPhone facing the ground. What’s been scanned is drawn as a coloured web (green low, red high) and what’s missing in grey. A bar shows the percentage.
Tip It needs LiDAR for full accuracy (Pro models from the 12 Pro onwards). Without LiDAR it works with reduced accuracy.
Where Drop map
If a pool or decking is marked, the scan leaves it out: it shows in red on the map, doesn’t count towards coverage, and fill and removal are worked out only on the turfed area.
Where Level › Result
Area, maximum drop, average and maximum slope, drop map with legend or a 3D model you can spin with your finger, and the drop between two points.
Where Level › tap the map (“LEVEL” target)
The point that rules: anything sticking out above it is dug out and anything below it is filled.
Where Level › two sliders
Dig down from the reference point (0 to 50 cm) and a fill layer on top (0 to 30 cm). You see the ground level, the soil coming out and the final level.
Tip Choose whether to guarantee the minimum fill layer even at the highest point or to fill only up to the highest point.
Where Level › Material
Crushed aggregate, sand, gravel, soil or other. It works out the space in m³ and how much to order in 1 t bulk bags or 25 kg bags, with price and a 10 % margin included.
Where Level › Material
Adds up the lorry trips needed at the price per trip in My business › Edit catalogue › Levelling.
Where Level › Removal
Loose m³ to remove (skip or bulk bag), weight, price per m³ and transport by skip or crane lorry.
Where Level › Save
Puts the levelling into the quote as separate items (material, deliveries, removal) and into the PDF with the map and its settings.
Steps 2 and 3: which turf and who supplies what
Where Step 2
Your catalogue with pile height, price per m² excl. tax and your photo of each model. The price is based on the m² that have to be cut from the roll, not on the area walked on.
Tip A turf at €0 shows as “No price” and the app warns you before the PDF.
Where Step 2 › press and hold a turf · Catalogue tab › tap a turf
Yarn, dtex, weight, backing, warranty, maximum roll length… The one you filled in under Edit catalogue or imported from the supplier.
Where Step 3 › first question
You or the client. If the client supplies it, the quote becomes labour only: a single installation line per m², with no turf, tape, glue, nails, sand or membrane.
Where Step 2 (labour-only mode)
When the client supplies the turf, step 2 doesn’t ask for the catalogue, just the width of the roll they’re bringing, so the cutting plan comes out right.
Where Step 3 › second question
You or the client. If the client installs it, no labour is charged: material only.
Where Step 3 › ground condition
Smooth and firm, soil or uneven, grass or weeds. Each one with your area bands (from X to Y m², at a price per m² or a fixed amount). That’s what sets the labour price.
Tip If the project has a scanned ground, “Smooth and firm” disappears: there are level differences.
Where Step 3 › Add silica sand
Settles the fibre; recommended for high-traffic areas. Adds the sand at its price per m². You adjust the quantity on step 1.
Where Step 1 › Materials in this quote
Weed membrane is always included, worked out from the m² of the plan. You adjust it or remove it in the step 1 material: leave it at 0 and it isn’t charged.
Steps 4 and 5: check everything and enter the client’s details
Where Step 4
Control screen: plan, cutting plan, material, levelling, installation, discount, deposit and price with net amount, tax and total.
Where Step 4
As a percentage or a fixed amount. It appears on the PDF before the net amount.
Where Step 4
The percentage you ask for on account when the client accepts. It only appears as text on the PDF; 0 = no deposit.
Where Step 5
Only the name is required. Name, phone, email, address, town and postcode: the same fields as in the visit and the job. With a mobile number it’s sent by WhatsApp; with an email address, by email.
Tip The address is then used as the delivery address on the supplier order.
Where Step 5 › Zone photos
Up to 10 photos from the camera or the camera roll. They go with the quote email and with the order; they don’t go on the PDF.
Where Step 5 › tick box
For your own records: tick it if you’ve already left turf samples with the client.
Where Step 5 › last button
Creates the PDF and saves it to iCloud Drive (Files › TurfPlan) or, without iCloud, to your iPhone.
Step 6: the document the client receives
Where Step 6 › preview
Your logo and details (company name, tax ID and contact); reference, date and validity; client, area and installation; cutting plan by zone; plan with measurements and pile direction; levelling map; breakdown of turf and materials excl. tax; levelling; subtotal, discount, net amount, tax, withholding if the client is a business, and total; deposit; a green strip with the note for the case; the record’s Notes and, if you fill it in, the footer note from My business.
Tip Write what you’ll do on site in the record’s Notes: it appears at the end of the PDF. If there’s an inner object, the plan shows it in red with its measurements.
Where Step 6 › paper plane at the top right
Opens the iPhone share sheet: WhatsApp, WhatsApp Business, Mail, AirDrop or any app. When you send it, the project moves to “Sent” on its own and its amounts are frozen.
Tip Without the client’s mobile number their chat can’t open directly: pick the contact in the share sheet.
Where Step 6 · Record · Projects
If your business name, phone or logo is missing, the app warns you: the client needs to know who’s writing. Fill them in under My business › Business › Details for the PDF.
Where Step 6 › Change client details
Goes back to step 5 and regenerates the PDF with the corrected details.
Where Step 6
Closes the project (it stays saved in Projects) and takes you back to Home, clean for the next client, or to the record if you came from it.
From quote to payment
Where Record › status row
Quoted, Sent, Accepted, Deposit paid, Installed, Paid and Discarded, each with its own colour, different from the agenda colours. Several change on their own: when you send the PDF it moves to Sent; when you record a deposit, to Deposit paid. You tap the others by hand in the row, which scrolls sideways.
Tip Accepted means a confirmed sale: it already counts in Accounts. Discarded keeps the record out of the agenda, follow-up and Accounts. If there was a visit, you’ll see “Visit done on…”.
Where Record › Quote (dark card)
Net amount excl. tax in large type, the tax and the total in yellow, and the split bar between material, installation, silica sand, ground and other. Tap it to see the line-by-line breakdown.
Tip The breakdown has the installation VAT switch, for cash jobs: it only affects labour; material always carries VAT.
Where Record › Quote
When a quote moves to Sent, Accepted, Deposit paid…, its amounts are saved on the record as they are (“Amounts from when it was sent”). If you later change the price list or the VAT, what you sent doesn’t move and past months in Accounts don’t change either.
Tip If you edit the quote, the amounts are frozen again on their own.
Where Record › Deposit
Records what the client has paid on account: total, deposit and outstanding. The project moves to “Deposit paid”. With the job paid it says “Paid · nothing outstanding”; otherwise you get the “Mark as paid” button.
Where Record › Documents
The main PDF (model, amount and date), to send by WhatsApp, email or the share sheet, and the alternative quotes. Each one is shared or deleted separately.
Where Record › Documents
Same garden and same terms with another model: it creates another PDF and keeps it on the record ready to send.
Tip Ideal when the client is torn between two qualities.
Where Record › Documents
Turns the quote into the order to your suppliers, at cost price. Below it, the Material ordered switch. See Supplier order.
Where Record › Client
Editable on every record: name, phone, email, address, town and postcode, with the Call · WhatsApp · Map · Email row. “Fill in details” brings you here.
Tip If you have withholding set in My business, here you tick “Business client (withholding applies)” and the quote shows it as a separate line.
Where Record › Details
One card with four tabs: Plan · Cutting plan · Material · Ground. Under Ground, the saved map and levelling or, if it hasn’t been done yet, “Scan”.
Where Record › Installation
Start, end (if needed) and Specific time. With “Remind me the day before”, you get a reminder at 19:00 the evening before. Without a date, the record doesn’t show in the calendar.
Where Record › Notes & photos
Free notes and a list of job tasks. “Load standard list” adds the usual tasks for an installation in one go.
Tip What you write in Notes appears at the end of the quote PDF; the task list doesn’t.
Where Record › Notes & photos
Take a photo or pick from the camera roll, no limit. For the crew and to compare before and after.
Where Record › Sales margins
Just for you, not on the PDF: sale, supplier cost, margin in money and in %, breakdown and the margin of each alternative turf. A button copies the summary for WhatsApp.
Where Record › ⋯ at the top right
“New job for this client” and “Delete file” (on visits, “Cancel visit”). On a repeating maintenance job, also “Delete and end the maintenance”.
Where Record › round pencil · paper plane at the top
The pencil takes you to step 1 to change anything; when you finish you’re back on the record. The paper plane goes straight to sending.
Pruning, brushing, repairs: items and a price, no plan
Where Projects › New project › Job without measurements · Calendar › press and hold a day · Record › ⋯ › New job for this client
A record with just items and a price, no plan, with its day in the agenda. The client, new or “Choose from my clients”: the ones on your records, without duplicates.
Where New job › Type
Maintenance, Repair, Gardening and pruning or Other job, each with its icon. The type gives the PDF its title (“Maintenance quote”, “Repair quote”…) and shows in the agenda, in Projects and in the widgets.
Where New job › Items
One tap on a frequent item adds it; each line with quantity, unit and price excl. tax, all editable. At the bottom, the total.
Tip The star saves an item as frequent. You manage them in My business › Edit catalogue › Items.
Where New job › With a date
The day, a Specific time if there is one and Several days. Without a date it stays as a quote in Projects until the client confirms.
Tip If the day is blocked, the app warns you.
Where New job › Repeat
Does not repeat · every week · every 2 weeks · every month · every 2, 3, 4 or 6 months · every year. When you mark the job as Done (or Paid), the next one is created in the agenda for you, with the same client, type and items, already accepted and with its reminder.
Tip Only once per job: if you delete the next one, it doesn’t come back. If you mark it late, it falls on the next future date.
Where Record › Job card
At the top, the Job card (it folds): type, Repeat with the date of the next one, the client’s details with Call and WhatsApp, and “Convert to turf installation”. Then Items, the quote and Job day instead of Installation. The “Installed” status is called Done.
Tip No plan, cutting plan, ground or turf. “Prepare the order” only appears if some item is material.
Where Record › Items
Loose items on the record of a visit or a job: repairs, taking up old turf, travel. It appears on records with no measured zone (and on measured ones if they already have items).
Tip As soon as you add an item, the visit moves to Quoted and appears in Projects (with a ballpark quote, it stays a visit).
Where Calendar · Projects · Accounts · PDF
In amber with their icon in the month, the week and the day cards; in the Agenda, the Jobs section with its count; in Projects, “Maintenance · every 3 months” and the Turf installations / Jobs filter; in Accounts, Turf · Jobs shown separately. The PDF has the “Job” and “Job day” boxes.
Tip Jobs without measuring don’t generate order-material reminders.
Agenda, week and month: turf jobs, other jobs and visits
Where Home › Calendar › selector at the top
Switch with the selector; “Today” brings you back to today. In Month: turf jobs in green with the photo and the name, jobs without measuring in amber with their icon, visits in light blue with the time, today in dark green, the selected day with a yellow border and blocked days in grey with a line. The orange box marks the day to order material.
Tip A job with a date that hasn’t been accepted yet has a dashed border: “Provisional date · not accepted”.
Where Calendar › Agenda
At the top, if any, today’s or overdue calls and Overdue visits. Then three sections that fold away: Upcoming visits, Jobs (turf) and Jobs without measuring, each with its count. At first you see the next five; you can show them all, and past ones too.
Tip “New job” sits at the end of the last section. From Home, the Visit tile opens the Agenda directly.
Where Calendar › Month or Week › press and hold a job
With “Move job” you drag the job and it keeps its number of days: it lands where you drop it even if you grabbed it by day 3. With “Extend job” it stretches to the day where you drop it. Visits always move, keeping their time. The client record updates itself.
Tip You can’t drop on a blocked day: it buzzes and goes back.
Where Calendar › press and hold a free day · row under the date
Press and hold a free day: Place a job on this day…, New job, Schedule a visit, Block day and Block several days…. Under the date, the Place job · + Job · + Visit · Block row works on any day, free or busy.
Tip With no quotes, it offers Measure now or Schedule a visit. On a day with a job or a visit, press and hold means drag.
Where Calendar › tap a day with a job
Photo, client, “Day 1 of 2”, m² and turf, address and the Call · WhatsApp · Map · Email row. If it has material, one line per supplier with the Material ordered switch.
Where Calendar › press and hold a day › Block day · “Block days” button under the calendar
Holidays, an event, something personal, with nothing to type. The day turns grey with a diagonal line through it; in Week it says “Blocked” with a padlock.
Tip If you change a date to a blocked day, the app warns you: “Falls on a blocked day · Put it there anyway?”. Blocked days go with My business and sync through iCloud.
Where Calendar › every job and visit · Record › Installation and visit card
Sends the client the booked-date message, already written. “WhatsApp” opens their chat directly, using the country code from My business; “Other apps…” sends it by Messages, email or whatever you like.
Tip It only lights up when the record has a date. You change the text in My business › Business › Messages to the client (see Booked date message).
Where Calendar › orange box
One client per row with the deadline (“Order tomorrow”, “Order by Thu 16”, “Should already be ordered”) and the Order switch. The deadline comes from the real order lines and each supplier’s days of notice.
All your records: list, filters and swiping
Where Projects
Outline thumbnail, status in a coloured pill, amount and job date. Jobs without measuring carry their icon and repetition; ballpark quotes, “Ballpark · client’s measurements”.
Where Projects › New project
Five ways in: Measure with the camera · Quote by phone (manual measurements) · Job without measurements · Schedule a visit · New call.
Where Projects › swipe right
On records that already have a quote: Email (blue) opens Mail with the summary, the PDF and the photos; Share (green) opens the iPhone share sheet. The PDF is rebuilt with today’s details.
Tip A quote in Quoted moves to Sent, as from the record. If the price list has changed, it asks “Send with today’s prices?”; if the client’s name is missing, it offers “Open the record”.
Where Projects › swipe left › Delete
You have to tap the red button (swiping all the way doesn’t trigger it) and you always get the warning: the plan, photos and details of that record are deleted, and it can’t be undone.
Where Projects › “Stalled” filter
Quotes in “Quoted” or “Sent” carry a chip with the days without a reply. After the number of days you set, they turn orange and at 10:00 you get a reminder with the client’s name. Once it moves to Accepted, the reminder goes away.
Tip You change the days in My business › Business › Messages to the client (7 by default). The Stalled quotes widget opens Projects already filtered.
Where Projects › “Jobs and visits schedule” card
Projects no longer has its own agenda: there’s just one, in Home › Calendar › Agenda. The card takes you there.
How much you make each month
Where Home › Accounts tile · My business › at the top
Clients count from the moment they accept, in the month of their job. Calls, visits and discarded records don’t count.
Where Accounts › at the top
Change month with the arrows or by swiping. The calendar button opens that month in the Calendar; the year button opens the year summary with the chart and the table.
Where Accounts › filter
Total: profit counting all sales. Paid: only what has actually been paid. Outstanding: what you’re still owed. To close: quotes still quoted or sent with no reply.
Where Accounts
Sales (the quote’s net amount, using each record’s frozen amounts), job material at cost price and business expenses. Underneath, Turf · Jobs separately, with the margin of each.
Tip On each job you can enter the real cost from the invoice.
Where Accounts › Month spreadsheet
A table per client with quote, deposit, paid, outstanding, material and margin, plus the quotes made and the month’s expenses.
Where Accounts › Expenses
Enter your expenses with the VAT you pay (van, diesel, insurance, self-employed contributions…), one-off or monthly. Month VAT gives you a rough idea of how much you’ll need to pay.
Tip When you import a supplier invoice, “Record as expense” puts it here in one tap.
Where Accounts › list › ⋯
Mark as paid, Record deposit… and Open record, without leaving Accounts.
Five folding cards: details, tax, messages, backup and app
Where My business › Business › at the top
The dark tile with your logo, name, address or phone and your plan, and the shortcut to Accounts. Below, five cards: Details for the PDF · Taxes and currency · Messages to the client · Backup and iCloud · App.
Where My business › Business › Details for the PDF
The image that appears in the PDF header.
Where My business › Business › Details for the PDF
Name, company name, tax ID, address, phone, email and website. They appear on the quote PDF and on the order PDF.
Where My business › Business › Details for the PDF
Your country’s dialling code (44 in the UK). It’s added to clients’ and suppliers’ mobile numbers to open their WhatsApp chat.
Where My business › Business › Taxes and currency
Currency symbol, tax name and rate, and metric or imperial units. Everything is entered excluding tax.
Where My business › Business › Taxes and currency
For self-employed installers who work for businesses (in Spain, IRPF). 0 % by default. With a percentage set, on each record’s Client card you tick “Business client (withholding applies)” and the line “Withholding X %: −amount” appears before the total.
Where My business › Business › Taxes and currency
Days of validity shown on the PDF (“valid for N days”).
Where My business › Business › Messages to the client
The text sent with “Share booked date”. You write it once with tags that are replaced automatically: {cliente} {motivo} {fecha} {hora} {direccion} {empresa} {telefono}.
Tip {motivo} is “the turf installation”, “the maintenance”, “the visit”…; {fecha}, “on Thursday, 23 October” or “from… to…”; {hora}, only if there’s a specific time.
Where My business › Business › Messages to the client
Optional. If you fill it in, it prints on the quote PDF; if you leave it empty, nothing appears. It replaces the warranties and terms from earlier versions, which were no longer printed.
Where My business › Business › Messages to the client
Days without a reply after which a quote becomes “Stalled” and you get the reminder. 7 by default.
Where My business › Business › Backup and iCloud
With iCloud on, projects, prices, photos and logo sync between your devices on the same account (Files › TurfPlan). Your data never goes through third-party servers.
Where My business › Business › Backup and iCloud
Creates a zip with all your projects, photos, PDFs, prices and settings to keep or share wherever you like.
Tip If some files are still downloading from iCloud, it warns you first: the backup would be incomplete. Restoring replaces what’s there: if in doubt, make another backup first.
Where My business › Business › App
Light or dark appearance, the subscription, the app manual and the legal bits.
What you show the client and where you set your prices
Where Tab bar › Catalogue
View-only, to show the client on a visit: a grid with large photos, name and price. One tap opens the full-screen details with features and price excl. tax; for turf, pile height, range and technical sheet.
Tip Swiping no longer opens the item underneath by accident.
Where Catalogue · My business › Edit catalogue
Turf · Material · Edging · Levelling · Installation, in the same order in both places. Edit catalogue adds Items. Everything excl. tax, with its sale price and its cost.
Where My business › Edit catalogue › Turf
The width you work with: the cutting plan cuts the strips at this size. Buttons with the usual widths in your country (2 and 4 m in Europe) and “Other”.
Where My business › Edit catalogue › Turf
Each model with sale price and cost per m². One tap on the card edits it (the pencil shows you can); the + button adds your own.
Where My business › Edit catalogue › Material
Tape per roll, glue per tub, nails, silica sand and weed membrane, with buttons to add more rolls of tape and tubs of glue.
Where My business › Edit catalogue › Edging
Pieces charged per linear metre, such as sleepers or kerbs. They’re measured on the client record, on the plan, with “Measure lm”.
Where My business › Edit catalogue › Levelling
1 t bulk bag and 25 kg bag of each material, lorry delivery per trip, soil removal per m³ and removal transport. A button adds another levelling material.
Where My business › Edit catalogue › Installation
Bands “from X to Y m²” with a price per m² or a fixed amount, for each ground condition. The quote picks the band the measured area falls into.
Tip The fixed amount stops you losing money on small gardens. An installation type in use can’t be deleted.
Where My business › Edit catalogue › Items
The ones you use often in jobs without measuring and manual quotes, with unit, price and cost, and whether they’re material. The first time you get four samples: brushing, pruning, travel and seam repair.
Where My business › Edit catalogue › tap an item
One tap opens the editor: photo, sale and cost prices, supplier, sizes and description; for turf, the technical sheet. Press and hold for Edit, Supplier and Delete.
Tip When you type a cost, the sale price is suggested using that item’s supplier margin. Every deletion asks for confirmation.
Where My business › Edit catalogue › Select several items
Tick several turfs, materials or edging pieces and change their supplier or margin in one go.
Where My business › Edit catalogue › tap a turf
Yarn, dtex, weight, backing, warranty, maximum roll length and features. It’s what the client sees in the Catalogue tab.
Tip The maximum roll length is what makes the app split long strips.
Where My business › Edit catalogue › tap an item › Add photo
A real photo of each model. It shows on step 2 and in the Catalogue tab instead of the generated texture.
Where Catalogue · Edit catalogue · step 6
Items at €0 carry the “No price” label. If the turf in the quote has no price, step 6 warns you and tells you where to set it.
Where My business › Edit catalogue
Goes back to the sample prices. It keeps the name and price of any turf already used by a record, and tells you so. It asks for confirmation.
Who you buy from, with what margin, how they cut the roll and how much notice they need
Where My business › Suppliers › “Add supplier”
Name, contact, phone, email, address and notes (lead times, delivery, payment terms). The notes appear on the order as the supplier’s terms. On their record, the Call · WhatsApp · Map · Email row.
Where My business › Suppliers
Each supplier with their contact, how many turfs you buy from them, their turf and material margins and their roll cutting. Tap one to edit it and see everything you buy from them.
Where Supplier record
One % for turf and another for material. When you type the cost of an item from that supplier, the sale price is suggested for you (cost + margin) and stays editable.
Tip If you change the margin, prices already saved don’t move: a sale price entered by hand isn’t recalculated.
Where Supplier record › “Turf roll cutting”
Custom length (they cut the exact size) or multiples, typing how much: 5 m, 2.5 m, whatever it is. It applies to all their turf.
Tip With multiples of 5, a 13 m strip is bought as 15 m and the 2 m left over stays as an offcut for another strip.
Where Supplier record › “Order in advance”
The days’ notice the supplier needs to deliver. That’s where the Material to order deadline, the order-material reminder and the calendar’s orange box come from.
Tip If the supplier needs no notice, their material shows as “No deadline”.
Where Edit catalogue › press and hold an item › Supplier
Every turf and every material has its own supplier. You can buy the turf from one and the tape from another.
Where My business › Suppliers › press and hold › Delete
It asks for confirmation and tells you how many turfs will be left without a supplier. Their prices don’t change.
Price list, technical sheet, invoice, quote or order, from a photo or PDF
Where My business › Edit catalogue › “Import the supplier’s price list or data sheet”
Reads price lists and technical sheets (turf with its cost and pile height, tape, glue, nails, membranes, sand, levelling and transport) and also invoices, quotes, orders and delivery notes. Everything is read on the iPhone, sending nothing out.
Tip A PDF with text reads better than any photo.
Where Import › review
From each line it takes description, quantity, unit, price, discount and amount, and checks that it adds up (“50 m² × €13.97 = €698.50”; also with VAT included or two discounts). It drops references, headers, totals, VAT and footers. At the top it shows the document type: “Invoice · 7 item lines”.
Tip Each line is classified as turf (the price per roll becomes €/m²), material, levelling or transport.
Where Import › list
Nothing goes in blind: each card says “New in the Catalogue” or “Updates…” (it only changes the cost and fills gaps, without touching your sale price), and under “Saved as” you choose where it goes. Anything that doesn’t add up or has no place comes unticked.
Where Import
Many price lists give two turf prices. You choose which one is your cost; by default, full roll.
Where Import › Supplier of this price list
It’s detected if you already have them; otherwise you pick or create one. Everything imported is assigned to that supplier, with their margin applied to the suggested sale price.
Where Import
Shows what the app has read, so you can check an odd-looking price before importing.
Where Import
If the document is a technical sheet, it pulls out dtex, stitches, gauge, weights, backing, drainage, fire rating and warranty, and attaches them to the matching turf.
Where Import › invoice
If the document is an invoice, besides importing you also get “Record as expense (amount)”: it goes into Accounts as a material expense with the VAT from My business.
The quote turned into an order, at cost price
Where Record › Documents › “Prepare the order” · Calendar › ⋯ · Material to order widget
Takes the quote and turns it round: cost prices and one document per supplier.
Where Order
On one side turf and material (metres of each strip, tape, glue, nails, sand, membrane) and on the other levelling (aggregate, deliveries, removal). Within each, one order per supplier.
Where Order
Remove a line (and put it back if you made a mistake) or add one by hand.
Where Order › press and hold a line
Sends that line to another supplier just this once, without changing the catalogue.
Where Order
Your header with company name, tax ID and phone, the supplier’s details, delivery address (the client’s or yours), the job, items at cost with a total and the terms from their record.
Tip Lines without a cost (levelling, items with no cost) show as “to confirm”, without your sale prices or internal notes. If the turf comes in multiples or with split strips, the note says so.
Where Order › Send by email · WhatsApp the supplier
“Send by email” attaches the PDF and addresses it to the supplier’s email; “WhatsApp the supplier” opens their chat. The share sheet works too.
Where Record › below Prepare the order
It’s ticked on its own when you share each supplier’s PDF by WhatsApp, email or another app; generating it, saving it to Files, printing it or copying it doesn’t tick it. It goes per supplier: “Sent to Factory · missing Áridos”. Once they’re all done, the job leaves the widget and the reminder.
Tip You can untick it on the record.
What you see without opening the app
Where iPhone Home Screen › press and hold › + › TurfPlan
Three widgets: Job agenda, Material to order and Stalled quotes. They also work on the lock screen.
Where Job agenda widget
Large: the whole month, each job day with the garden photo (or in green) and the client’s name, jobs without measuring in amber, visits in blue, blocked days in grey and a small orange box on the last day to order material, with its legend. Medium: the month in small with the next job beside it. Small: the month and the next job on one line.
Tip The next job shows the day, client, days on site and m², or “Next job” with its type.
Where Material to order widget
In terracotta tones, client by client, the same lines as “Prepare the order” grouped by supplier (“Factory · Terra 40 92 m² · Tape ×2 · Glue ×2”), the job day and the deadline to order. Most urgent first; the medium one shows 2 clients and the large one 4.
Tip It lists jobs that haven’t started yet and accepted or deposit-paid quotes with no date, with material not yet sent to some supplier.
Where Stalled quotes widget
How many quotes have gone the number of days you chose without a reply. Tapping it opens Projects already filtered by Stalled.
Where Live Activity
On the day of the job, the evening before, the day to order material or the day of a visit: time, address, m² and buttons to call or open the map. A job without measuring shows as “Today · maintenance” with its items and amount.
Where iPhone notifications
Installation or maintenance: at 19:00 the evening before, if you leave “Remind me the day before” on in the record; for repeating maintenance, another at 9:00 three days before. Visit: the evening before at 19:00 and on the day itself, one hour before if it has a time (at 9:00 if not).
Where iPhone notifications
At 9:00 on the deadline, worked out from the real order lines and each supplier’s days of notice. If the supplier needs 5 days or more, another reminder 2 days before.
Where iPhone notifications
Title “When · What · Who” (Tomorrow · Installation · García) and, underneath, day, time and town. They also show while the app is open and, when you tap them, open the call, the record or the order.
Tip The iPhone asks for notification permission the first time you switch one on. Deleting a record removes all its alerts; calls and installations are rescheduled when you open the app.
Trial, plans and purchases
Where My business › Business › App › Subscription
7 days with everything unlocked. After that, a monthly or annual subscription; the price for your country is shown on the subscription screen.
Where Subscription › Manage subscription · iPhone Settings › your name › Subscriptions
It’s managed from your Apple ID and you can cancel whenever you like.
Where My business › Business › App › Subscription
Recovers your subscription on a new iPhone or after reinstalling. You need to use the same Apple ID.
Where Subscription screen
Nothing is deleted: records, photos, PDFs and prices stay saved and come back as soon as you subscribe. Meanwhile you can read the manual and create, share or restore a backup.
Inside the app
Where Home › App manual · My business › Business › App
The illustrated 20-chapter manual, with an iPhone you can tap, in Spanish and English and available offline. It also opens when the app is locked.
Tip It’s on the website too: step-by-step manual.
Where My business › Business › App › Legal
Privacy policy, legal notice and terms of use, the same as on turfplan.online.