Back office for tree & arborist services
Storm or scheduled: triaged tree work with cleanup verified clean.
Tree removal, trimming, and stump grinding, professional arborist assessments with written pruning plans, and hedge and shrub care — including a storm-response mode with a photo-first triage queue.
Configured for Tree & Arborist Services
Not generic software. Your trade's operating system.
The configured pack runs tree and arborist work from photo-first intake and free on-site estimates through safety-briefed execution, cleanup verification, and walkthrough sign-off — with a storm-triage queue always on.
Photo-first storm triage
Storm calls enter a triage queue: immediate hazards, urgent but stable, or non-urgent debris — with on-the-spot safety guidance and honest queue positions, never promised arrival times during declared storms.
Itemized per-tree quotes
Free on-site estimates produce per-tree line items with stump grinding as a separate line, cleanup and haul-off terms, and firewood disposition — the customer sees exactly what each piece costs.
Cleanup proof on every job
Debris-removal confirmation photos — wide shots proving the site is clear — plus before-and-after tree photos and pruning checked against the written spec.
Your workflow pack
Every phase configured before you log in.
Your back office ships with these phases built for Tree & Arborist Services — tasks, checklists, and QA gates included.
Intake & Scheduling
Standard intake captures address, tree count and species if known, service type, and access notes with photos; storm intake routes to the photo-first triage queue.
Quote & Approval
Free on-site estimates; per-project itemized quotes by tree count and scope with emergency surcharges stated upfront for storm work.
Tree Work
Each tree assessed with a written pruning or risk-mitigation spec — findings presented honestly, including 'no action needed' — then pruning executed to spec and every tree photographed before and after.
Shrubs & Cleanup
Hedge and shrub lines trimmed to shape and health spec, designated removals with root systems, new plantings watered in, all clippings hauled, and the customer left with watering guidance.
QA & Closeout
Tree condition photos justify the scope, debris-removal confirmation photos prove the site is clear, pruning cuts are checked against the written plan, and the utility locate ticket is on file before any grinding or digging.
Invoicing & Review
The invoice matches the itemized quote with surcharges as their own lines; pruning customers get aftercare guidance and seasonal shrub-trimming reminders.
Quoting, our way: Estimates are free and on-site — photos triage, they don't price. Per-project itemized quotes by tree count and scope, with stump grinding as a separate line and emergency surcharges published upfront for storm work; firm quotes require the site visit.
How a job flows
From first call to paid invoice.
Photo-first intake
The customer sends overall, trunk, canopy, and proximity photos and gets a fast urgency read: this can wait for a scheduled visit, or stay clear — we're coming out.
Free on-site estimate
The estimator walks the property, evaluates tree condition, equipment access, utility-line proximity, and drop zones, then produces an itemized quote.
Firm date, clear prep
The customer approves the itemized scope and gets a firm date, an arrival window, and prep instructions: cars moved, pets inside, gates unlocked.
Safety-briefed service day
The crew walks the plan with the customer, sets up the work zone, and briefs drop zones, rigging, and escape routes before any cutting — sectional removal, rigging, and chipping follow.
Cleanup and walkthrough
Brush is chipped or hauled, sawdust raked, the yard restored, and the customer walks the completed work against the itemized quote before signing off.
Care guidance and reminders
Pruned trees and new plantings come with care guidance; seasonal shrub-trimming reminders and post-storm property-check offers keep the customer covered.
Proof on every job
Evidence your customers can see.
Every Tree & Arborist Services job carries photo and documentation standards — dispute prevention built into the workflow.
- ✓ Tree condition photos — overall, trunk/base, canopy, and target-proximity shots before work — justifying the scope and the price.
- ✓ Debris-removal confirmation photos — wide shots after cleanup proving the site is clear.
- ✓ Pruning spec compliance: cuts checked against the written plan; no topping tolerated.
- ✓ Utility locate ticket on file before any stump grinding or digging.
Our boundary, stated plainly: Assessments reduce risk but no one can guarantee a tree won't fail — that's stated in writing on every arborist report, along with observed condition and recommended actions rather than certainties.
Pricing
One recovered job a month pays for it.
Your Deputy tiers for Tree & Arborist Services: Per-project pricing by tree count and scope; shrub maintenance on seasonal contracts at a fixed price.. Same platform, configured for how tree & arborist services work gets billed.
Launch
Owner-operators & 1–2 person shops
$499 one-time onboarding · $1,790/yr annual
- Branded client portal on your subdomain
- Online booking page + Tree & Arborist Services intake form
- Digital quotes/proposals with e-sign
- Invoices + online payment
- Review engine (auto requests after paid jobs)
- 1 niche workflow pack
- Unlimited staff seats
- Email support
Growth
Growing shops with crews (3–15 people)
$999 one-time onboarding · $2,990/yr annual
- Everything in Launch, plus:
- Full niche OS: dispatch board, crew mobilization checklists, arrival/departure logging
- Automations: quote follow-up drip, past-due dunning, QA gates, seasonal re-engagement
- Crew checklists & SOP library
- Reputation + referral engine
- Service recovery: callback, billing & warranty inboxes
- Subcontractor packet: credentials, availability, offboarding
- Priority support
Scale
Multi-crew / multi-territory operators
$1,499 one-time onboarding · $5,490/yr annual
- Everything in Growth, plus:
- Territories & capacity rules, resource reservations
- Advanced reporting: weekly reconciliation, monthly acceptance review
- Custom integrations (webhooks to your tools)
- Quarterly ops review with us
- Dedicated success contact
End of shift
Your competitors are one missed call away from your customer.
Put your back office on autopilot. Complete the intake, take a 45-minute launch call, and we handle the build from there.
Illustrative sample report — what your end-of-day looks like with Your Deputy on the job.