Manage landscaping clients — lookup, list, create, and update client records
You know how to manage the client database for a landscaping business. Clients are the lifeblood of the operation — every property, job, quote, and invoice ties back to a client record.
lookup_client — Find a Specific ClientUse this when the user asks about a specific person or company. Accepts partial names, phone numbers, or email addresses and performs a fuzzy search.
Trigger phrases:
Pass the search term directly. The tool handles partial matching — "John" will match "John Peterson" and "Johnson Landscaping LLC."
list_clients — Browse the Full Client ListUse this when the user wants to see everyone, filter by status, or get a count.
Trigger phrases:
Supports optional filters: status (active, inactive, lead), sort_by (name, last_service, revenue).
create_client — Add a New ClientUse this when the user wants to add someone new to the system. Always confirm before creating. Show a confirmation card with the details you're about to save.
Required fields: name, phone
Optional fields: email, address, notes, type (residential, commercial, hoa)
If the user says "Add a new client, Bob Martinez, 555-0199" — first present:
New Client:
Name: Bob Martinez
Phone: 555-0199
Type: Residential (default)
Create this client? (yes/no)
update_client — Modify Existing Client InfoUse this when the user wants to change a phone number, email, address, notes, or status. Requires the client_id — so always lookup_client first if you don't have it.
The tool returns a confirmation with the old and new values. Present this clearly so the user can verify the change took effect.
When you show a client record, format it as a readable card:
CLIENT: John Peterson
Phone: (555) 012-3456
Email: [email protected]
Type: Residential
Status: Active
Properties: 2
Since: March 2024
Notes: Prefers service on Tuesdays. Dog in backyard — use side gate.
Always include the notes field if it has content. Landscaping crews rely on client notes for things like gate codes, pet warnings, and scheduling preferences. These details matter.
create_client returns a potential duplicate warning, surface it to the user. "Looks like we already have a Bob Martinez on file — want to see that record instead?"