Manage Your Customers
- Contact Info
- Schedule Appointments
- Multiple properties managed under one customer account
- Give your customer’s login access to their account!
- Integrate the contact form on your website with our software to reduce data entry and misspellings.
Manage Your Jobs
- Estimate, work order and invoice templates
- Only create bids once. As you mark them approved, scheduled, completed and paid they will be merged with the appropriate template automatically!
- “Meet Crew” feature will automatically schedule an appointment for the salesman/arborist to meet the crew on the job at the same time the crew is scheduled. If you move the job in the crew’s schedule, it will move the meet crew appointment for the arborist, too!
- track jobs by their service type so you can run reports to see how much work you are doing.
- Set up recurring services such as fertilization and IPM programs so you don’t have to remember when to visit your client’s property.
- Geocoding and mapping features to survey your customers properties and route your crews!
Communicate with Your Customers
- When you fill out a job form the system will email the bid to the customer in .pdf format. This is a great automation feature that will save you lots of time pecking at the keyboard to email your bids out. If your customer doesn’t use email then the proposal gets mailed to your secretary’s desk with a message to print up the proposal and drop it in the snail-mail.
- When you mark jobs completed invoices are emailed out immediately.
- Statements are automatically sent out when payments are entered in the system
- All your history for every customer is kept in a well organized place so you can find it easily when you need it!
Get Your Money Fast!
- When you communicate quickly via email, your customers are likely to respond more quickly. Obviously, this isn’t a problem if you collect a check in the field. But, offering your customer the ability to pay online with a credit card from your website in the comfort of their home is a GREAT service. Especially if you offer regimented IPM programs.
Integrate with Quickbooks
- You can move to our system for customer and project management without missing a beat in your Quickbooks accounting. We’ll even make your life easier. With the Digital Arborist software you can review all your projects for the day and with one click, export all your data into quickbooks. No more double entry!
Work From Anywhere
- Access your data from anywhere on any computer with an internet connection
- Using a “cloud” service means you can lose your computer without stressing about how to get your data back!
- iPhone and Droid apps allow you to: view your calendar, manage and update contact info, create new bids, link to google maps to get to your customer’s house, geotag and photograph trees for surveys, and more.