Tree Care · CRM with AI receptionist
The CRM that answers your tree calls — and knows the oak is over the garage
One AI answers your phone, WhatsApp, website chat, Messenger, and Instagram — and arrives already speaking tree care: the jobs pipeline your team runs and the fields you actually track, configured before you finish signing up.
No credit card. Set up in about a minute.
V. Lindgren
“Oak removal — over garage”
Captured on the call
Height: 60 ft+
Value: $3,800
Sample caller — the fields and the stage are the real Tree Care template.
The intake, handled
What the AI asks your callers.
These are the actual fields on the Tree Care template — the same definitions your workspace gets at signup, and the same ones the AI receptionist works from on every call. Rename them, add your own, and the AI follows.
Property Type
- Single Family
- Multi-Family
- Condo/Apartment
- Commercial
- Industrial
Service Type
asked every call- Removal
- Trimming
- Stump Grinding
- Emergency Storm Work
- Health Assessment
Trees
→ a number
Tree Height
- < 30 ft
- 30-60 ft
- 60 ft+
Near Structure
- Yes
- No
Debris Haul-Away
- Yes
- No
Power Lines Nearby
- Yes
- No
Your pipeline, pre-built
Jobs move through 5 real stages.
Estimate Requested, Estimate Sent, Scheduled, Completed, then Paid — the pipeline a tree care business actually runs, not a generic sales funnel. Drag jobs across stages, and every stage, color, and label is yours to edit.
- Estimate Requested
- Estimate Sent
- Scheduled
- Completed
- Paid
- Estimate Requested
- Estimate Sent
- Scheduled
- Completed
- Paid
Oak removal — over garage
V. Lindgren
Storm limb — on lines
The Okaras
Trim ×4 maples
Dot Kowalczyk
Real template data — these stages and fields exist the moment you pick Tree Care.
Everything included, from day one
The whole front office, tuned for tree care.
Omnichannel AI Receptionist
Asks the height, whether it's near a structure or power lines, and if the debris hauls away with you.
Live Quote → Paid
Quotes priced from your price book on the server — one tap approves, the invoice follows, payment happens online.
Marketing Engine
Storm-season campaigns; postcards to the block around every removal while the chipper is still parked.
Social & Lead Capture
Facebook Lead Ads land straight in the pipeline; post to four networks and run website chat from one screen.
Retention & Reviews
Service plans create the next job on schedule; Google review replies arrive drafted for your approval.
Intelligence & Trust
Ask your numbers a plain question. Underneath: encryption, two-factor auth, and pricing you can read on one page.
Straight answers
Questions tree care owners ask.
- Can it quote tree work over the phone?
- Tree work is bid with eyes on the tree. The AI collects height, hazards — structures, power lines — and haul-away, then books the estimate. Stump grinding at set prices can quote straight from the price book.
- What happens when the AI answers a call?
- It answers on your phone line, WhatsApp, website chat, Messenger, or Instagram, collects the details your Tree Care template tracks — property type, service type, trees — and creates the job in your Estimate Requested stage. You get the summary, not the interruption.
- Do I have to build the pipeline myself?
- No. Picking Tree Care at signup provisions the 5-stage pipeline — Estimate Requested → Estimate Sent → Scheduled → Completed → Paid — plus 9 trade-specific fields. Every stage, field, and label is editable once you're in.
- Which channels does the AI receptionist cover?
- Phone, WhatsApp, website chat, Facebook Messenger, and Instagram — one AI, one inbox. It can lead the conversation in Spanish and speak in your own cloned voice.
- How do I try it?
- Start a 14-day free trial — every feature, no credit card. Setup takes about a minute, because the Tree Care template does it for you.
Your next job could book itself.
Pick Tree Care at signup and the pipeline, fields, and AI receptionist are already yours. The template does the setup.