Arborist Software to Care for and Grow your Business

Service Assistant: Save time and money managing your business

What is Tree Care Software?

As an arborist, you know that proper tree care is essential to the health and beauty of your trees. But what exactly is tree care software?

Tree care software is a tool that helps arborists manage the daily operations of their tree service businesses. This means having one platform to track job estimates, invoices, crew schedules, and more.

With tree service software, you can streamline your workflow, improve communication with clients, and make better decisions about tree care. In short, it’s a powerful tool that can help you run your tree service business more efficiently.

If you’re considering investing in tree care software, here are a few things to keep in mind:

1. Ease of Use: Look for a platform that’s easy to use and navigate. You should be able to find what you need without any hassle.
2. Customer Support: Make sure the software company offers excellent customer support in case you have any questions or run into any problems.
3. Scalability: Choose a platform that can grow with your business. You don’t want to outgrow your software in a few years and have to start from scratch.
4. Price: Compare pricing plans to find one that fits your budget. Keep in mind that you get what you pay for, so don’t skimp on features just to save a few bucks.
5. Features: Make sure the software has all the features you need. If there’s something missing, chances are you’ll end up paying extra for it later on.

Whether you’re just starting out or looking to revamp your tree service business processes, tree care software can provide an advanced business management platform. This is a great investment that can help take all landscaping companies to the next level.

Service Assistant® – The All-in-One Tree Care Business Software

Track Customer Calls and Service Requests

Service Assistant offers a user-friendly, detail-rich, integrated sales and contact management system that stores everything in one place, in an easy-to-read format, keeping you current on all contact points with every customer. You can follow every customer communication, helping to improve response time and customer satisfaction. Use Service Assistant to follow up on every call to your business, every email you receive and every completed web contact form.

Scheduling Appointments for New and Current Customers

Use our Scheduler to set appointments, manage appointments, map job locations and more. Viewed as a calendar, the Scheduler allows users to see service history, color code jobs by distance, service type, routes and more. Hover over each entry to view service details. Edit details on the fly such as start/end time, date of service, etc. You can easily remove jobs from the Scheduler or even block unavailable time slots, so no work can be booked on specific days or at inconvenient times.

When mapping appointment locations, Scheduler allows drive time and production time to be separated out for more accurate accounting. Then, view appointments by either shortest distance, shortest travel or by service time. Schedule crews by route availability to maximize your manpower and ensure that your mobile and virtual workforces are in sync.

Create and Manage Arbor Care Work Orders and Other Documents

Arbor care companies will find that Service Assistant can handle any job — plus it’s flexible enough to handle any “special” work orders. Multiple tabs allow users to select by category or sub-category, products and application methods. Tailor Service Assistant to your business needs by setting up category parameters for the tree inventory you use. You can even enter an estimated cost, duration and materials.

Service Assistant’s Document Manager feature helps you manage and master every document you’ll need for every job. Fill out state regulation forms or WDI/WDO for pest control. You can scan and link any paper documents to each job, saving on paper clutter and storage. Document Manager links all files, documents, photos and communications with the appropriate customer and archives everything for added security. Easily retrieve whatever you need and access information to print work orders, create customized mailings or contact customers.

Send and Process Payments for Invoices

Sending and processing payments for invoices can be a long and tedious process for tree service professionals, especially if you have multiple clients who need to pay their balances. But with the right software in place, it doesn’t have to be difficult at all. At RealGreen, our all-in-one tree care business software Service Assistant® makes sending and processing payments simple. Whether you want to send payment reminders to urban forest owners or send out electronic checks directly from your invoice, Service Assistant® has you covered.

With Service Assistant®, you can easily create invoices and send them directly to your client via email or through our secure online portal. Once your client receives the invoice, they can quickly make a payment using either a credit card or eCheck – saving them time and money. Plus, all payments are processed automatically, so you don’t have to worry about manually processing each one.

Not only does Service Assistant® make it easy to send and receive payments, but it also helps you keep track of your finances with our built-in accounting tools. With our software, you can easily see who owes you money, how much they owe, and when the balance is due. This way, you can always stay on top of your finances and ensure that you’re getting paid in a timely manner.

Accurate, professional estimates

Tree Care Estimates with Your Logo, Even from the Field

Arbor Care Business Software Features