Features
ArbreCRM is purpose-built for arborists. Every feature was designed with tree service workflows in mind — not adapted from generic business software.
Branded documents with your logo, address, and tax numbers.
Send quotes and invoices in English or French — ideal for Quebec clients.
Choose English, French, or Bilingual when downloading PDFs. Your preference is saved automatically.
Add as many services as you need, with per-task or overall discounts.
Quebec sales taxes calculated automatically on every document.
Clients sign directly in their browser — no printing, no scanning.
Email quotes and invoices with one click from the job screen.
Clients approve quotes, request changes, or pay invoices online.
Save reusable templates for common jobs — create quotes in seconds.
Select multiple draft invoices and send them all at once.
Set custom discount schedules that automatically apply to quotes by date range.
Quotes over 7 days old are flagged so nothing falls through the cracks.
Quick cost calculator for common tree services — get ballpark numbers instantly.
See all jobs by day, week, or month on a clean calendar.
Move jobs between days with a drag — no more rescheduling headaches.
Create detailed work orders with scope, equipment, safety notes, and special instructions.
Crew uploads photos and notes from the field — owner tracks progress in real time.
Set up jobs that repeat weekly, monthly, or yearly — auto-created on schedule.
Mark urgent jobs and surface them at the top of the dashboard.
6-point pre-job safety checklist that must be completed before saving.
Assign a crew member to each job for clear accountability.
Crew members clock in within 200m of the job site — verified by location.
Tag photos as before or after, compare side-by-side, and share a client gallery link.
Log hours per crew member per job with hourly rates for payroll tracking.
Track materials used on each job with quantities, unit costs, and suppliers.
Log debris type, quantity, disposal method, and cost per job.
Structured risk assessment form following ISA standards — generate reports for clients or insurers.
Enter tree dimensions and get log cubic yards, chips, and truck trips.
Track stumps that need grinding in a dedicated queue with status.
Flag jobs near Hydro-Québec power lines so crews know to call before cutting.
Track permit status (Not Required / Pending / Approved / Denied) per job.
Automatically add a $50 surcharge for jobs over 30 km from base.
Log chipper fuel use per job for accurate operating cost tracking.
Track clients who receive recurring deliveries. Set service type, annual quantity, and frequency (Monthly/Quarterly/Annual).
Filter jobs by city alongside postal code for easy geographic organization.
See every quote, job, and invoice for each client in one place.
Clients have a private link to view, approve, and pay — no login required.
Import clients from a spreadsheet or export your full client list as CSV.
Add timestamped notes to any client record — track conversations and preferences.
Store property access codes securely; visible on the job screen.
Track how each client found you: Google, Facebook, referral, and more.
Log who referred new clients and track referral credits.
A red banner appears on client profiles with overdue unpaid invoices.
Share your booking link — clients submit service requests 24/7.
When you miss a call, an AI receptionist answers, collects caller info, and logs it in your CRM.
Every AI call is saved with caller name, phone, service requested, address, and full transcript.
Pull in call data with one click — no webhook setup required.
Set your company name, services, service area, and language for personalized AI conversations.
The AI speaks English, French, or auto-detects the caller's language.
Step-by-step tutorial to forward missed calls from your phone to the AI.
Clients receive a confirmation email and SMS when a job is created.
After a 5-star job rating, ArbreCRM automatically asks for a Google review.
Send and receive text messages with clients directly in the CRM — full conversation history per contact.
Send SMS updates to clients directly from the job screen.
Set up automated follow-up email sequences to nurture leads and re-engage past clients.
Send one email to all clients — great for seasonal promotions.
Pre-built campaign templates for spring cleanup, storm season, and more.
Clients can request changes to a quote; you see their message immediately.
Get notified of new bookings, quote approvals, and AI receptionist calls.
Invite crew members with their own login — they see only what they need.
Crew members see today's jobs, clock in/out, and upload photos from one screen.
Owners see everything; crew members see jobs and work orders only.
Built-in training guides for crew members on safety, equipment, and procedures.
Track crew certifications, expiry dates, and get alerts before they lapse.
Enter multiple job addresses and get a clustered, optimized route.
See all jobs plotted on a map — spot geographic clusters at a glance.
Log hours on equipment and get alerts when service is due.
Track business expenses by category with receipt photo uploads.
Set up monthly expenses like insurance, fuel, and rent — auto-logged each month.
Create annual or seasonal maintenance contracts with clients.
Manage municipal tree permits for all active jobs in one view.
Post free woodchip loads to local homeowners — reduces disposal cost.
Log labor and fuel costs per job and see your real margin.
Track every tree on a client's property with species, size, condition, and location.
Log cabling, bracing, pruning, pest treatment, and more with dates and notes per tree.
CRM notifies you when a cable check, pruning, or inspection is due — 30 days in advance.
Upload and view photos for each tree — document condition over time.
Generate professional PDF reports for cable and brace installations with service history.
Override default maintenance intervals per service entry — set exactly when the next check is due.
Filter trees by maintenance status to see which need attention right now.
Structured risk assessment form following ISA standards — generate reports for clients or insurers.
Ask "overdue invoices for clients in Vaudreuil" and get instant results.
12-month bar chart of paid invoice revenue — spot your slow seasons.
See your Quotes → Jobs → Paid conversion rates at a glance.
View projected income vs. expenses over the coming months.
Download a tax-ready CSV of all TPS/TVQ collected for any period.
Connect to QuickBooks to sync invoices and payments automatically.
Emergency jobs, today's schedule, and overdue equipment — right on the home screen.
No contracts. No commitment. Just sign up and start running your business better.