Tree Care CRM with unlimited cloud database that is accessible from any device, anywhere, anytime
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
Beautiful & configurable proposals that get tree care work sold
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
Drag and drop scheduling that keeps your entire company in sync
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.)
Work orders that leave your crews with clear expectations
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
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
Know the numbers behind your business
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
