Grow your tree care business with the professional job management application for arborists, by arborists. Want to simplify your work processes? Learn about Tree HQ’s features from nurturing leads to billing.
You are able to better manage your leads in this easy to use cloud based software for tree job management. All your information about your potential clients is entered only once into your management system, and can be accessed and altered if needed be on your mobile devices. Information like email address, type of work to be carried out, home address, phone number, and the lead source are entered into the system. This then becomes part of your potential client database that you can carry around in your pocket.
Once your appointment is organized and given a number, you meet your client and you can collect further information about their proposed job. Information such as photographs, video capturing, and a written description of the works to be carried out can be added. You can categorize what type of work it is and email your quote directly to the client whilst on site. You are able to fill in equipment lists of what gear you need, and fill in your required health and safety risk assessments using Tree HQ. You can add individual items and create the quote within seconds! You can book the quote in on the spot using the calendar and capture your client’s signature all on your mobile device. All the information is available in real time by the administrator who can see what has been inserted instantly.
You can book any quote in on the spot using the calendar and capture your client’s signature all on your mobile device. You can do it anywhere, like whenever you are on site. The calendar allows you to glance at what jobs you have on any given day and where you would have space to insert new work orders into the system. Information as to where and when you wish to carry out the job can be added, too. Depending on your level of access, you have access to all information. If just a contractor, you will see the information without the figures. The work order is then passed to the contractor who is able on his mobile device to have access to the job description and all the content. This includes video and photo capture as well as the risk assessments and health and safety documentation which relates to the work order. This allows a free flow of information to fully equip your staff with the job at hand! On completion, staff are able to mark the job as completed and send an invoice to your client. All from their mobile device!
Payments are monitored by the Tree HQ system. You can see at the touch of a button what work is on the calendar and the monetary value of that work. You are able to search the system easily allowing you to know what is owed and the total of all the work you have quoted, carried out, or what work is pending. You are able to mark on the system
the type of payment if you wish to track how people are paying you.
Reports can be prepared at the touch of a button with Tree HQ. The inbuilt reporting can be used for telling you your expenses or your cost of marketing, giving you the ability to monitor your whole system from anywhere in the world. All you need is to have mobile reception or wi-fi! Tree HQ allows you to have your finger literally on the pulse of each important aspect of your business. Reporting allows you to understand with certainty how your arborist business is performing, all at the touch of a button on a device you carry with you all day every day. The convenience and simple use of this tree job management system works to allow you more time and efficiency. Tree HQ is a proven tool to increase your bottom line and give a greater awareness of what’s happening moment by moment.
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