PEP – Minimal Test UI Property Enhancement Plans — Minimal Test UI Add Clients, Goals, and Tasks via Sheet.best (single connection) Add New Client Client Name Primary Contact Email Phone AM Owner Address Areas (semicolon separated) Notes Save Client Add New Goal Client (pick existing) Area Category Choose… LawnPlantingsLighting HardscapeIrrigationSeasonal Color Goal (client’s words) Priority HighMediumLow Stage Stage 1: Urgent Stage 2: Management Stage 3: Enhancements Timeframe ImmediateYear 1Year 2Year 3Specific Date Target Date KPI (optional) Status Not StartedIn ProgressAt RiskBlockedCompleted Percent Complete Save Goal Add New Task (linked to a Goal) Goal (pick existing) Task Type Choose… Clean-up Pruning PHC Mulching Mowing Irrigation Check Lighting Service Bed Edging Leaf Removal Other Frequency / Cadence Estimated Hours Materials (optional) Notes (optional) Save Task
