Tree Care Service and Arborist Business Management Software
Customer Management: Tree Care CRM with unlimited cloud database that is accessible from any device, anywhere, anytime, Track leads, log call notes, upload photos and files, markup satellite job-site images, Self-serve customer portal and online service request forms, Import historical customer data. Mobile Estimating & Digital Proposals: Lightning-fast pricing functionality, Up-sell and cross-sell w/ optional and recommended services, Satellite tree mapping and camera integration w/ unlimited image uploads, Built-in industry best practice compliance (ANSI A300, OSHA JSA, etc.), Digital and on-site signature acceptance, Increase proposal acceptance rate with automated follow-up.
Tree Service Scheduling
- Estimator, crew, and equipment scheduling
- 8 different drag-and-drop scheduling views w/ color-coding, configurable icons, and advanced filtering
- Route optimization and batch scheduling & rescheduling
- Easily manage multiple services and crews for a single job (ex. Takedown crew, wood removal crew, stump grind crew, etc.)
Crew Tools
- Mobile app with digital work orders and at-a-glance schedule
- One-click routing & driving directions
- Integrated easy-to-use timesheets
- Customizable job forms, camera integration w/ unlimited image upload, one-click weather integration
- Live fleet and equipment tracking (powered by FleetSharp), integrated with timesheets
Integrated Invoicing & Payments
- Full suite of accounts receivable functionality
- Keep your financials straight with our bi-directional sync with Quickbooks
- Automated reminders based on invoice status
- Self-serve customer portal
Actionable Real-time Business Insights
- Sales rep dashboard with live close rates, sales amounts, etc.
- Production efficiency with revenue per hour, margin per hour, backlog, budget vs. actual labor, etc.
- Business intelligence with detailed profitability reporting, marketing analysis, job costing, service level data, etc.
- Advanced custom reporting functionality and 3rd party business intelligence dashboard integration