Client build

Tree service quoting, scheduling and texting app

A first system for an owner-run tree service: quotes signed on the iPad, jobs on the calendar and customer texts from one place.

Status
Client build

The business

An owner-run tree service. The owner quotes every job himself and a crew does the work. This build did not replace a subscription; it was their first system.

The problem

  • There was no system. Quotes were paper proposals that doubled as the invoice.
  • The owner wanted no extra paperwork and was wary of adding software.
  • Customers prefer to hear by text, so updates had to go out by text.

The standout feature

Signed on the iPad, scheduled in one step

The owner builds a quote from a template at the customer's home. The customer signs on the iPad, and the approved quote turns into a job on the schedule without retyping anything.

What we built

  • A home screen with calls and texts, upcoming jobs and follow-ups.
  • Clients with tags, and filters by zip code and street.
  • Quote templates for each kind of job that look like the owner's paper proposal.
  • Customers sign quotes on the iPad, and an approved quote becomes a job on the schedule.
  • A schedule feed into the calendar the owner already uses.
  • Two-way texting, one-tap rain-delay texts to the day's customers and review-request texts.
  • Expense logging and a map of jobs.
  • A quote request form for the website.

How it works differently

BeforeNow
No systemOne place for clients, quotes, jobs and texts
Paper proposalsTemplates that look the same and get signed on the iPad
Approved quoteA job on the schedule in one step

Build speed. The full app and its walkthrough were sent seven days after the contract was signed.

Compare replacing a subscription with software you own

After we build it

Who fixes problems
We do. One year of bug fixes is standard in every contract. If something we built breaks, we fix it.
What you own
You own the code, the database and the accounts it runs on.
Your data
Your data moves with you. It sits in a database you own, so it is never locked inside our system or anyone else's.
Your team
Your team is trained on it. We walk your staff through the screens they will use.
If we disappear
You hold everything another developer needs to pick it up: the code, the database and the accounts.
Who you talk to
We are a US team based in Florida. The person who leads your build is the person you talk to.

Who builds it

  • A US team based in Florida.
  • The person who leads your build is the one you talk to, start to finish.
  • We copy what you like about your current software, fix what you don't, and you own the result.
See all our work

See a demo built for your business

Tell us what software you run on today. We build a working demo around your business and walk you through it.

See a demo built for your business
Free 30-minute call with our team.