Workflow automation for tree service companies
Plans from $49/monthFollow-up sequences are on Pro and Crew · No contracts · we set up your account for you
Follow up on every quote, automatically
Set up the quote follow-up on the real ArbreCRM screens. Click the green dot to go through each step.
What runs on its own, at every stage of a job
Pick a stage to see what ArbreCRM does for you there.
A lead comes in
The first contact is captured, even when nobody can pick up.
- On the callAI receptionist answersA missed call is answered, the caller becomes a lead, and you get the transcript and a summary.
- Right awayWelcome sequence startsAdding a new client can start your own welcome series of emails and texts.
The automations behind it
Follow-up sequences
Write a series of emails and texts once. It starts on its own when a new client is added, a quote goes overdue or a job is completed, or when you enroll someone yourself.
Learn moreVisit reminders
Clients get a reminder two days before their scheduled visit, so fewer crews arrive to a locked gate.
Learn moreQuote follow-ups
A quote that has sat for three to seven days without an answer gets a follow-up, and expired quotes are flagged for you.
Learn morePayment reminders
Invoices past their due date are marked overdue, and the client is reminded every three days until it is paid.
Learn moreRecurring jobs and contracts
Repeat work and service contracts create their own jobs on schedule, so annual pruning never falls off the calendar.
Learn moreReviews and win-backs
Happy clients are asked for feedback after the job and pointed to Google. Clients who have been quiet for six months get a win-back email.
Learn moreAI receptionist
Missed calls are answered, the caller becomes a lead, and you get the transcript and a summary.
Learn moreStatus tracking
Every hour, jobs past their date, quotes past their validity and permits past expiry are updated, so lists show what needs attention.
Learn moreFrom tree service owners
Connor Brandse — Owner, Brandse Tree Service
Why he switched from pen and paper to ArbreCRM
Tree service companies using ArbreCRM
Connected to the tools you already use
QuickBooks Online
Invoices and payments sync automatically, so the books match the jobs without retyping.
Online payments
Clients pay invoices by card or Interac e-Transfer from their portal.
Texting and calls
Two-way SMS with clients, sequence texts, and the AI receptionist on your business line.
Maps and routes
Job addresses are placed on the map and crews get a planned route for the day.
Branded email
Quotes, invoices and reminders go out with your logo, in English or French.
Crew alerts
Crew leads get an email and a text when a work order is assigned to them.
Questions
What does ArbreCRM automate?
Visit reminders, quote follow-ups, overdue invoices and payment reminders, recurring and contract jobs, feedback and review requests, win-back emails, and hourly status updates on jobs, quotes and permits. On top of that, you can write your own email and text sequences.
When do the reminders go out?
Visit reminders go two days before the job. Quote follow-ups go when a quote has had no answer for three to seven days. Payment reminders start after the due date and repeat every three days until the invoice is paid.
Will clients get messages about my internal changes?
No. ArbreCRM only messages a client when there is something for them to act on or know about, like a quote to approve, an invoice to pay, a changed visit date or an upcoming visit. Office bookkeeping stays in the office.
Can automations send texts as well as emails?
Yes. Sequences can mix email and SMS steps.
Does it work in French?
Yes. Emails, PDFs and the client portal go out in each client’s language, English or French.
Does it replace my office manager?
No. It takes the chasing and reminding off their plate, so they can spend the day booking work and answering clients.