Stop losing phone numbers on napkins. Track every customer from the first call to the final signature.
The CRM (Customer Relationship Manager) is where everything starts. It ensures that every person who calls your office is tracked, scheduled, and followed up with. No more "forgotten" estimates or lost contact info.
Designed for speed in the field or office. Add a name, address, and service interest in under a minute.
Enter name, phone, and email. The system validates the address for GPS mapping.
Select Pruning, Removal, or Stump Grinding so your sales rep knows what to look for.
Pick a date and time for the estimate visit while the customer is still on the phone.
Leads land here from your website or manual entry.
You have confirmed the address and service needs.
A proposal has been built and sent to the client.
The job is signed and ready for the field crew.
The app shows a mini calendar while you book. You can see other appointments nearby, helping you group estimates together and save on gas. As soon as you save, the sales rep gets a push notification with the customer's info.
Tree Life 360 tracks 17 different lead sources. Tag your leads as "Facebook," "Yard Sign," or "Door Hanger," and the system will automatically tell you which marketing channel is making you the most money.