The workflow
One tree job, start to finish, on autopilot
A call comes in and the system takes over: form, estimate, deposit, signature, dispatch, field photos, final invoice, review. Press play and watch it run. Demo build — every name, price and message below is sample data.
Step 1 of 9 · Client
The call comes in
Homeowner calls about a leaning silver maple over the garage.
- Tracked line answers and logs the number, time and source
- Missed call? An auto-text goes out in 8 seconds with the intake link
- Caller is matched to an existing client record or a new one is opened
Client phone
Missed you! Apex Tree Care here — send photos and details and we'll get you a price today: apextreeturf.com/quote
Auto-sent · 8s after call
Before vs. after
What the automation actually buys you
Same crew, same trees. The difference is everything that happens between the phone and the paycheck.
| Step | Manual today | Automated |
|---|---|---|
| Quote turnaround | 2–4 days of phone tag | Same day, often same hour |
| Deposit collection | Chased by text and check | Paid before the truck rolls |
| Crew instructions | Texted, half of it verbal | Job packet on every phone |
| Job photos | Scattered across phones | On the client record forever |
| Review requests | Forgotten most weeks | One tap, at the perfect moment |
Next
Every one of these jobs lands in one dashboard
Estimate requests, client logs, income, schedule — no digging through texts, email and paper folders.