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Sample desk · fictional jobs

Tree Service CRM

A desk built for tree work.

When you set up, you get a website, this trade CRM, and AI drafts in one bill — not a separate tool for each. Names and jobs below are sample data.

Canopy Tree Co. · sample business

See Tree Service templates Choose a plan

Pipeline stagesNew lead → Site assessment → Quote → Scheduled → On site → Cleanup
Job-type tagsTrim, removal, stump, storm, crane
Access notesCrane, backyard only, power lines on the card
Storm workPriority flags after wind events
Sample estimatesTrim and removal marked sample
Review askAfter a finished job — you press send
AI draftsYou review and press send — never auto-sent

New lead

1

Rachel V.

Storm

Storm limb on fence line

StormTrim

Elm Street · Same-day ask

Limb resting on wood fence · photo

Site assessment

1

Jon D.

Dead ash · near driveway

Removal

Westfield · Assess Thu

Power line on street side — utility notify

Quote

1

Uma S.

Large maple removal · crane

RemovalCrane

Riverside · Quote out Mon

$4,200 · sample

Backyard only access · crane from alley

AI draft — sample

Hi Uma — removal with crane from the alley is $4,200 sample, stump grind optional. I can hold Friday if the crane slot stays open.

Scheduled

1

Keith B.

Oak canopy trim

Trim

Highland · Wed · backyard access

$950 · sample

Gate 48 in · chips hauled

On site

1

Pedro A.

Storm cleanup · three trees

StormCleanup

Lake Ridge · Crew on site

Drop zone on driveway · cones out

Cleanup

1

Grace Y.

Stump grind · after removal

Stump

Riverside · Follow-up grind

$320 · sample

Same maple · depth 8 in · sample

AI draft — sample

Hi Avery, thanks for choosing Arborline Tree! If you have a minute, a quick Google review would mean a lot to us.

You press send

Static preview. Nothing here saves, dials, or emails. Stages match how tree jobs usually move.

Choose a plan See templates for this trade View a finished sample