Your business brain. Track every customer interaction from the first lead to the final invoice—all in one place.
In most businesses, customer info is scattered across emails, paper files, and text messages. Tree Life 360 provides a single source of truth. Every time a lead is converted, an estimate is signed, or a job is finished, the client's master file updates automatically.
Leads automatically become Clients the second an estimate is created, ensuring your records are always up to date.
Total revenue ever made
Current unpaid balance
Projects completed
Profitability score
Our "Property Intelligence" feature stores specific notes about the location—like gate codes, dangerous dogs, or septic tank locations. These notes automatically push to the mobile devices of any crew assigned to the job.
Every customer interaction is logged. You can see which estimator build the proposal, which foreman led the crew, and when the final payment cleared. It’s a permanent, audit-proof history of your business relationship.
Call, text, or email your client directly from their master file in the mobile app. No more searching your personal contacts list.