Planting Installation Checklist
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Site Preparation
Tasks related to preparing the planting area before any plants are installed.
Existing Vegetation Removal Notes
Topsoil Depth (inches)
Soil Type
Soil Amendment Details (if applicable)
Grading Verification
Any other site preparation observations
Materials Delivery & Storage
Ensuring proper delivery, handling, and storage of plants, soil, mulch, and other materials.
Delivery Quantity of Trees (Total)
Delivery Quantity of Shrubs (Total)
Delivery Quantity of Groundcover (Total)
Scheduled Delivery Date
Scheduled Delivery Time
Condition of Plant Material Upon Delivery (Initial Assessment)
Notes on Plant Condition & Delivery
Designated Storage Location
Delivery Manifest/Receipt (if available)
Plant Installation
Tasks related to the actual planting of trees, shrubs, and groundcovers.
Plant Spacing Verification
Planting Depth (inches)
Root Flare Assessment
Soil Amendment Applied?
Number of Plants Installed
Special Installation Notes
Plant Installation Photos
Watering & Initial Care
Tasks to ensure proper watering and initial care for newly planted materials.
Initial Watering Volume per Plant (gallons)
Date of First Watering
Time of First Watering
Frequency of Watering (days)
Water Source Used
Notes on Watering Conditions (e.g., soil moisture, weather)
Fertilizer Applied (Initial)
Details of Fertilizer Applied (if yes)
Date of Next Scheduled Watering Check
Mulching & Protection
Tasks related to mulching around plants and providing protection from damage.
Mulch Type Specified?
Mulch Depth (inches)
Notes on Mulch Application (e.g., placement away from stems)
Tree Guards Installed?
Staking/Guylines Installed?
Notes on Staking/Guylines (e.g., direction, loosening)
Photos of Mulch and Protection Installed
Final Inspection & Cleanup
Final checks of the installation and cleanup of the work area.
All plants installed per approved planting plan?
Number of plants requiring replacement/adjustment:
Detailed notes on any plants needing replacement or adjustment:
Location of any damaged or misplaced plants (GPS coordinates):
Mulch applied evenly and to specified depth?
Upload photos of final installation (before client signoff):
Contractor Signature (Confirmation of completion):
Date of Final Inspection:
Documentation & As-Built
Recording installation details and creating as-built drawings.
Installation Completion Date
Summary of Installation Process & Challenges
Total Number of Plants Installed
As-Built Drawing (PDF)
Plant Supplier
Notes on Plant Condition Upon Installation (e.g., any damage or concerns)
Warranty Information (Applicable)
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