Tree service estimate and site intake checklist
A useful tree service estimate begins with a clear customer, property, request, access picture, and responsible next action. Preserve reported concerns and photos for the site visit without treating intake as a remote safety or condition assessment.
Identify the property, request, and decision-maker
Start with the facts needed to prepare a useful site visit. Connect the request to the correct customer and property, record who can approve the work, and preserve the customer’s description without converting it into an unsupported remote assessment.
- Confirm the service address, access contact, and billing contact.
- Record the requested work, timing, and reason for the request.
- Separate a new request from prior tree work at the same property.
Prepare the site visit without pretending it already happened
Customer photos and intake notes can make the visit more efficient, but they do not replace an on-site evaluation by the business. Record what is visible or reported, then leave condition, hazard, equipment, utility, traffic, and access decisions for the qualified visit.
- Label the tree or work area in a way the estimator can verify on site.
- Attach useful photos while avoiding requests that put the customer at risk.
- Note gates, slopes, neighboring property, pets, parking, and known access limits.
End intake with an owned estimate next step
A captured request is not useful until someone knows what happens next. Choose whether the business will call back, visit, request more information, prepare an estimate, or decline, then keep later changes attached to the same Work Order and property history.
- Name the person responsible for the estimate decision or visit.
- Set a realistic due date without promising work that is not approved.
- Record customer updates, access changes, and estimate status in one place.
Related owner decisions
Continue with the next connected step.
Explore the tree service CRM workflow
See how intake, estimates, crew planning, jobs, payments, and follow-up stay connected.
ContinueBuild the crew and equipment job plan
Carry approved scope into a clear crew, equipment, access, and job-day plan.
ContinueOrganize job-site notes and photos
Keep property photos and field notes useful without scattering them across phones and messages.
ContinueKeep learning from the next owner decision.
Browse the other short guides or explore how FieldCRM connects the customer-to-paid-job workflow.