Step-by-step guides to help your tree care business scale with the platform.
Learn how our automated triggers handle the entire lead-to-payment lifecycle.
Read Guide→Plot, track, and complete tasks with precision GPS and satellite imagery.
Read Guide→Get legal-grade risk assessment reports from certified experts without the on-site cost.
Read Guide→10-step wizard for Standard or Comprehensive tree bids with AI identification.
Read Guide→Capture leads, track sources, and manage your customer database.
Read Guide→A comprehensive guide for sales teams to capture leads and close deals.
Read Guide→Manage your sales team, oversee the pipeline, and distribute leads.
Read Guide→Full access to financials, team management, and business settings.
Read Guide→Track your customer interactions, history, and financial aggregates.
Read Guide→Bilingual communication with automatic English-Spanish translation.
Read Guide→Assign crews, manage the field calendar, and sync work orders.
Read Guide→Step-by-step for crews to execute work and trigger automated billing.
Read Guide→A complete guide for field crews to master the mobile app.
Read Guide→Manage crew safety, lead the JSA, and oversee job execution.
Read Guide→Enforce Job Safety Analysis (JSA) checklists before starting any job.
Read Guide→Track equipment, perform pre-trip inspections, and log maintenance.
Read Guide→Track licenses, permits, and regulatory requirements with audit-ready storage.
Read Guide→Automated invoicing on job completion with Stripe integration.
Read Guide→Bank reconciliation via Plaid and QuickBooks Online sync.
Read Guide→Rule-based payroll calculations and automated time logs.
Read Guide→Monitor performance, track conversion rates, and export business data.
Read Guide→Add employees, manage warning letters, and set role permissions.
Read Guide→Understand permissions and application views for every team member.
Read Guide→