Your Shop Desk
Tree Service · Custom Shop Desk CRM

A Custom CRM for Tree Service Companies

A tree job is priced by eye from the ground and done by a crew with a lot of expensive gear. Your desk would keep the estimate, the drop zone notes and the equipment on one job, and keep the phone answered when a storm drops half the neighborhood.

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A Shop Desk set up the way a tree service business would run it
A Shop Desk set up the way a tree service business would run it

Shown: Summit Crest Air and Electric, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Tree Service Words

Every tree job moves down the same line. We name each stop the way your crew already does.

  1. 01Call
  2. 02Estimate
  3. 03Signed Quote
  4. 04Crew and Gear
  5. 05Removal
  6. 06Stump Grinding
  7. 07Paid

A tree job on your desk hangs off the property and its trees.

So the card asks for what you actually need, and nothing a tree service business would never fill in.

  • Species and height
  • Power lines and structures nearby
  • Crane, bucket or climb
  • Drop zone and access
  • Stump grinding added
  • Haul off or chips left
Where it leaks

Where Tree Service Businesses Lose Work

Storm Calls That Swamp the Phone

After a big wind, the phone rings nonstop and every call is urgent. The ones you miss call the next company on the list.

Estimates Missing the Details

Your estimator saw the power line and the tight gate, but the crew leader did not. Now the job needs a different truck and the day is shot.

Stumps Left on the Table

The tree comes down and the stump stays. Without a follow up, that grinding job and the next pruning visit never get booked.

What we would build

Fitted to How You Already Work

  • Storm Mode on the Board

    Missed calls get a text back asking for the address and a photo. Every storm lead lands in one place, sorted by how urgent it looks.

  • Estimate Photos the Crew Can See

    Photos, hazards, gear and access notes ride from the estimate to the crew's phone. Everybody shows up knowing it is a crane day.

  • Gear on the Schedule

    Cranes, bucket trucks and chippers get booked like people. Two crews are never counting on the same machine.

  • Follow Ups for Stumps and Pruning

    Leave a stump and the customer gets a grinding offer later. Pruning customers get a reminder when their trees are due.

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Questions

What Tree Service Owners Ask

Can it track a crane or rental equipment?
Yes. Owned and rented gear can sit on the schedule with the jobs that need it. You see a conflict before the morning of.
Can it handle HOA and commercial accounts?
Yes. One account can hold many properties and trees, with separate jobs and invoices, or one invoice if that is how they pay.
Can the crew leader take a deposit on site?
Yes. The invoice or deposit request goes out from the job with a pay link, and the customer pays from their phone.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Tree Service Business Runs

We will tell you honestly what a desk fitted to it would take.

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