Service Assistant® – The all-in-one tree care business software
Tree service companies have unique business challenges. That’s why they want a distinctive tree software that can manage every aspect of their business. They need Service Assistant (SA) - the only tree 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 us 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:
- 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
- And so much more
Follow up on customer calls and service requests
Customer service is the cornerstone of any successful field service business. SA offers a user-friendly, detail-oriented, integrated sales and contact management system known as the Contact Manager. It stores as much detail as possible, in an easy-to-read format, keeping you current on all contact points with every customer. This feature allows you to track communication with customers, improving response time and customer satisfaction. Use it to follow up on every call to your business, every email you receive and every web contact form that’s completed.
Schedule appointments for new and current customers
Use our Scheduler to set a appointment, 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 dive 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.
Create and manage tree care work orders and other documents
Tree care companies will find that SA can handle any job that comes their way and is flexible enough to handle “special” work orders. Multiple tabs allow users to select by category, sub-categories, products and application methods. Customize it for your business need by setting up the category parameters for the inventory you use. For each job, you can even enter estimated cost, duration and materials.
Need to attach other documents to the job?No problem!Use our Document Manager and Master Documents. They make it easy to fill out state regulation forms or WDI/WDO for pest control. Using a desktop scanner, copy all paper documents and link them to the job – saving on paper storage. This document management feature links all files, paper documents, photos and communications with the appropriate customer and archives it for added security.You can easily retrieve them when needed.You can even access the info to print a work order, create a customized mail-merge or contact the customer if needed.
Tree care estimates with your logo, even from the field
Do you want professional-looking estimates? Then Measurement Assistant® is for you!It’s a that allows you to measure properties and create customized quotes with your logo in the field.Measure entire lots or specific work zones in seconds using high resolution imagery and precise measuring tools. You can even get images with the leaves on or off, depending on the season and the type of work. Since the software is web-based, you can even give a quote from over the phone or during bad weather conditions.
Accurate quotes every time
Our software will increase work efficiency and estimate accuracy. 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.
Maximize production and optimize routes with real-time GPS and turn-by-turn maps
Our interactive routing program, known as RoutingAssistant™, 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.
This optimizes routes to 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.