Tree work begins with site conditions that cannot be reduced to a customer name and a price. Species, size, condition, targets, utilities, fences, slope, equipment access, traffic, permits, and disposal plans all affect the estimate and crew plan. FieldCRM connects those observations with photos, quote approval, scheduled work, completion, payment, and follow-up so the operational history stays available without replacing professional risk assessment.
See the workflow
Try it without surprises
You do not need a sales call to begin. Pricing and trial terms are shown before you confirm.
Create the account and choose the business type that most closely matches your work.
Add a card securely. You pay $0 today and get 14 days to test the complete core workflow.
Solo is $29 per month after the trial unless you cancel beforehand. There is no annual contract.
Industry scenario
Keep target areas, access, equipment assumptions, debris handling, stump options, photos, and the exact approved tree scope together for crew planning. The estimate and field plan reference the same trees.
Inspect it in the demo
The interactive demo opens in English with a fictional sample business, not a tree service account. Use it to inspect the shared customer, Work Order, quote, job, and follow-up structure; the industry-specific scenario is shown on this page.
Open the interactive demoEach stage stays attached to the same customer and work history.
Record the tree location, species when known, approximate size, visible condition, requested outcome, nearby structures, utilities, access width, grade, traffic, fences, landscaping, debris plan, and customer photos. Flag storm damage, active failure, utility conflict, or other conditions that require urgent professional evaluation rather than an ordinary remote estimate.
Build the estimate from the inspected scope, crew, equipment, climbing or lift access, rigging complexity, haul-away, stump work, traffic control, permits, and optional alternatives. Describe exclusions and property-protection assumptions. Keep the customer's approved trees and work method clear so the crew is not identifying scope from an old photo on arrival.
Schedule the job with hazard, access, equipment, utility, permit, traffic, and customer-notification details visible. Save pre-work and completion photos, approved changes, debris disposition, property notes, payment, and any issue requiring a return. Follow up on stump grinding, replacement planning, adjacent trees, or warranty questions using the original site history.
Keep target areas, access, equipment assumptions, debris handling, stump options, photos, and the exact approved tree scope together for crew planning. The estimate and field plan reference the same trees.
Document limbs, structures, roofs, roads, utilities, clearance goals, disposal, and customer expectations without turning a vague request into uncontrolled scope. Specific targets remain reviewable during closeout.
Capture immediate conditions, blocked access, structures, utilities, photos, caller location, and urgency while separating emergency stabilization from later restoration work. Follow-on work receives its own documented approval.
Track stump location, dimensions, access, grind depth, chip handling, utility-marking needs, and whether the service follows a prior removal. The crew can match the stump to the completed tree job.
Capture the customer, property, tree size, hazard, permit, access, and photo details
Build the estimate and keep crew, equipment, disposal, and customer approval context attached
Schedule approved work, record completion and payment status, and create the next follow-up
Yes. Site observations, access, equipment planning, photos, estimate decisions, job notes, and follow-ups can remain attached to the customer and property.
Yes. Clear line items and options can preserve what the customer approved, then keep each completed or deferred part visible in the work history.
No. Qualified professionals remain responsible for inspection, risk, utilities, traffic, permits, equipment, arboricultural standards, and crew safety. FieldCRM organizes the resulting workflow.
Tree Service owner guides
Use these practical checklists to improve intake, preserve job context, and keep the next owner action clear.
Use a tree service estimate intake checklist to capture the property, tree, scope, access, hazards, photos, and one responsible next action.
Read guideTurn approved tree work into a practical crew and equipment job plan with clear scope, access, site constraints, timing, and closeout ownership.
Read guideSee how the same connected workflow fits other kinds of field service work.
View all solutionsKeep the customer, the work, the money, and the next action connected.
Capture incoming work once, then move it toward pricing, approval, and delivery.
See which work is ready, scheduled, underway, delayed, or completed.
Price the work, present it clearly, and keep the customer decision attached.
Add a card to try the full core workflow for 14 days and pay $0 today. Choose your business type during setup.
