In every plan
The CRM for tree surgeons
Felling, crown reductions, hedges, stump grinding and storm damage: send a quote the customer can accept online, put each job on the calendar for the right crew, photograph the tree before and after, and keep your crew’s tickets and your insurance in date.
Quote the job, plan the crew, and keep the paperwork in one place
Enquiries go on a pipeline board. Build a quote with a line for each tree and each job, send it as a PDF and the customer can accept it online, then one click creates the customer, the property and the job. Put the job on the calendar for the right crew, and keep access notes for every property, such as where the chipper can park and where the cables run.
Tree surgeons take before and after photographs on their phone, so a complaint about a cut or a mess can be settled with a picture, and your notes on a tree, such as a preservation order, stay on the property.
- Quotes customers accept online
- Before and after photos on every job
- Access notes such as where the chipper can park
- Jobs on the calendar by crew
A price list for tree work, and your crew’s tickets and insurance in date
The starter price list has an inspection, a crown reduction, a crown lift, a small tree felled, a tree dismantled in sections, a hedge, stump grinding, branches chipped and a storm damage call-out, each with a checklist that starts with checking for a preservation order, nesting birds and overhead cables. Record each tree surgeon’s chainsaw certificate, climbing and rescue training with a reminder before it expires, your insurance, and the risk assessments for the work, which the crew see on the visit. Keep the safety data sheet for the chain oil, fuel and stump killer as a PDF.
The starter risk assessments and checklists are examples to read and edit. Sales Base keeps your records and reminders, it does not decide how a tree should be felled or whether it may be.
- Starter services with checklists
- Training and insurance with expiry reminders
- A register of safety data sheets with PDFs
- Risk assessments the crew see on the visit
Quote, invoice and get paid
Send a numbered quote as a PDF that the customer can accept online, then an invoice with VAT from your own email address. On Growth and above customers can pay by card, PayPal or Direct Debit from the invoice, and payment reminders chase the late ones.
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Start your 30-day free trial of Growth, no card needed and have your first client, booking and invoice set up today. Questions first? Talk to us.