Arborist Software to Care for and Grow your Business
Arbor Care Software to Schedule, Quote, Route, Invoice and More
The best tree care software to help you TRIM costs, to CLEAR the way for real business growth.
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:
- 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.
- Customer Support: Make sure the software company offers excellent customer support in case you have any questions or run into any problems.
- 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.
- 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.
- 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
Tree care professionals have unique business challenges. That’s why they want a distinctive arbor care software that can manage their tree care companies. They need Service Assistant (SA) – the only tree care service software you’ll ever need while in the office or in the field. Our all-in-one software is the foundation to help service-based businesses become more successful. It works especially well for tree service companies that also offer other services such as landscaping, lawn care or pest control. Our tree care software not only automates daily operations, but it also helps generate leads to grow the business in automated marketing.
It’s very versatile. With our unique arbor software, data can be entered from the field and accessed by staff in the office. It works on any platform – from Apple to Windows and is accessible from your home, vehicle or office with seamless 24/7 access.
Office staff, sales teams and crews in the field can stay connected throughout the busy workday using this all-in-one program.
Here are just a few features of our tree care business software that can benefit landscape companies:
- Automated Marketing
- Complete CRM
- Complete Customer History
- Detailed Call Log
- Map Customer Locations and Route Crews
- Personal Online Training
- Process Invoices and Payments
- Robust Reporting
- Schedule Appointments
- Send Invoices
- Set up Reoccurring Maintenance for Clients
- Technical Support
- Web-Based Measuring and Estimating
- Equipment Management
- And so much more
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
Create accurate, professional-looking estimates with Measurement Assistant. Measure properties and create customized quotes using high-resolution imagery and precise measuring tools. Access images with and without leaves, depending on the season and type of work. Create estimates instantly, in any weather, without having to visit the property in person.
Accurate Quotes Every Time
Our software will increase work efficiency and estimate accuracy. To provide faster estimates, use our Suggested Service Price button to quote a price for any service you offer. Use our Prepay Calculator to eliminate manual calculation errors. This will ensure that the quoted amount matches the actual cost.
Efficient, optimized routes save time and money
Maximize Production and Optimize Routes with Real-Time GPS and Turn-by-Turn Maps
Our interactive routing program, known as Routing Assistant™, allows you to map out the most efficient routes, maximizing service production time and saving money. It offers a visual route designer that quickly organizes appointment data to create optimized crew routes. Routes can be planned out by service dollars or by number of customers. Once parameters are set up, visual route designer can automatically route new sales based on type of service or location.
These optimized routes maximize crew production by reducing travel time between customers, which allows for more customers per day and reduces fuel costs. Routing Assistant uses geocoding to convert addresses into map coordinates. Crews get real-time GPS and can even print maps with turn-by-turn directions.
Accurate and Robust Reporting Tools for Tree Care Technicians
Accurate and reliable reporting tools are essential for technicians working in the tree care industry. With service-oriented software like Service Assistant®, you can build customized reports that give you clear insights into your business and help you make data-driven decisions to improve efficiency, profitability, and customer satisfaction. Some of the key features of Service Assistant® reporting tools include:
- Flexibility: The ability to create custom reports quickly and easily lets you tailor your data analysis according to your unique business needs. Whether you want to track job costs, monitor employee performance, or analyze marketing ROI, you have all the information at your fingertips with Service Assistant® reporting tools.
- Ease of use: These powerful, yet intuitive reporting tools are designed to be simple and straightforward, so you can easily create reports with just a few clicks of the mouse.
- Accuracy: Because Service Assistant® reporting tools pull data directly from your accounting system, you get highly accurate information that is up-to-date and reliable. As this information is updated automatically in real-time, there’s no need to spend hours updating spreadsheets or entering data manually.
- Efficiency: With Service Assistant® reporting tools, you can quickly identify insights about your business performance and trends, making it easier to improve efficiency and profitability in key areas such as scheduling and job costing.
Arbor Care Business Software Features
App to Estimate
Mobile Application Integration
Quickly Dispatch or Route
Collect Payments in the Field
Get Referrals and Leads
Track Fleet and Maintenance
Automate Marketing & Prepay Letters
Provide Customer Account Access
With lawn care CRM software, you can easily store, organize, and manage customer data, schedule and dispatch jobs to your team, generate invoices and estimates, send automated emails and texts to customers, track key performance indicators, and access customer and job data from any device.
Simplify Your Business
Quote, schedule, route, and payments -
all in one software.
Save Time and Money
Our integrated payment processing lets you create custom quotes and invoices from any device at any time.
Grow Your Business
Create a customer portal for online instant upsell of services.
Frequently Asked Questions
Can Service Assistant help me get more tree jobs?
Service Assistant streamlines your day-to-day business operations, making everything from estimating, scheduling, routing, marketing and payment acceptance fast and easy. Service Assistant makes it easy for you to provide excellent service to your existing customers while helping you free up more time to go after new ones.
Can Service Assistant help me advertise my tree service?
Service Assistant offers several different solutions designed to help you advertise your tree care business. As a customer relationship management software, it maintains customer information, automates daily operations and helps you with marketing campaigns. Add on Automated Marketing Assistant for more than 50 set-it-and-forget-it marketing communications and Customer Assistant Website for easy cross-sell and upsell opportunities.
Does Service Assistant integrate with other business management software?
Service Assistant integrates seamlessly with RealGreen’s full suite of business management software solutions, including Automated Marketing Assistant, Customer Assistant Website, RealGreen Payment Processing, Routing Assistant, Measurement Assistant and Referral Assistant, along with solutions from strategic partners including Captivated texting solutions, Linxup GPS technology, Lawnbot, Coalmarch Digital Marketing and more.