Features

Everything a Tree Service
Company Needs

ArbreCRM is purpose-built for arborists. Every feature was designed with tree service workflows in mind — not adapted from generic business software.

Quoting & Invoicing

Professional PDF quotes & invoices

Branded documents with your logo, address, and tax numbers.

Bilingual EN/FR PDFs

Send quotes and invoices in English or French — ideal for Quebec clients.

Line items with discount %

Add as many services as you need, with per-item or overall discounts.

TPS/TVQ auto-calculation

Quebec sales taxes calculated automatically on every document.

E-signature on quotes

Clients sign directly in their browser — no printing, no scanning.

Send by email (PDF attached)

Email quotes and invoices with one click from the job screen.

Online client portal approval

Clients approve quotes, request changes, or pay invoices online.

Spring promo date gate

Automatically show early-season promotional pricing in quotes.

Stale quote highlighting

Quotes over 7 days old are flagged so nothing falls through the cracks.

Job Management

Job scheduler & calendar view

See all jobs by day, week, or month on a clean calendar.

Drag-and-drop dispatcher

Move jobs between days with a drag — no more rescheduling headaches.

Emergency job flag

Mark urgent jobs and surface them at the top of the dashboard.

Safety checklist

6-point pre-job safety checklist that must be completed before saving.

Crew lead assignment

Assign a crew member to each job for clear accountability.

GPS clock in / clock out

Crew members clock in within 200m of the job site — verified by location.

Photo uploads per job

Before/after photos stored in Supabase Storage, linked to the job.

Wood volume estimator

Enter tree dimensions and get log cubic yards, chips, and truck trips.

Stump grinding queue

Track stumps that need grinding in a dedicated queue with status.

Hydro-Québec alert toggle

Flag jobs near power lines so crews know to call before cutting.

Municipal permit tracker

Track permit status (Not Required / Pending / Approved / Denied) per job.

Fuel surcharge

Automatically add a $50 surcharge for jobs over 30 km from base.

Chipper fuel log

Log chipper fuel use per job for accurate operating cost tracking.

Client Management

Full contact history

See every quote, job, and invoice for each client in one place.

Client portal (online approval & payment)

Clients have a private link to view, approve, and pay — no login required.

Gate code vault

Store property access codes securely; visible on the job screen.

Lead source tracking

Track how each client found you: Google, Facebook, referral, and more.

Referral credit tracking

Log who referred new clients and track referral credits.

Bad debt warning

A red banner appears on client profiles with overdue unpaid invoices.

Communication

Automated booking confirmation

Clients receive a confirmation email and SMS when a job is created.

Automated Google review requests

After a 5-star job rating, ArbreCRM automatically asks for a Google review.

SMS notifications (Twilio)

Send SMS updates to clients directly from the job screen.

Marketing email blast

Send one email to all clients — great for seasonal promotions.

Seasonal campaigns

Pre-built campaign templates for spring cleanup, storm season, and more.

Quote change requests

Clients can request changes to a quote; you see their message immediately.

Operations

Route planner

Enter multiple job addresses and get a clustered, optimized route.

Equipment maintenance tracker

Log hours on equipment and get alerts when service is due.

Permit tracker

Manage municipal tree permits for all active jobs in one view.

Woodchip marketplace

Post free woodchip loads to local homeowners — reduces disposal cost.

Online booking link

Share your unique /book/yourname link and accept job requests 24/7.

Profit margin calculator

Log labor and fuel costs per job and see your real margin.

Arborist risk report

Generate a structured tree risk assessment for insurance or clients.

Intelligence & Reports

AI natural language search

Ask "overdue invoices for clients in Vaudreuil" and get instant results.

Seasonal revenue chart

12-month bar chart of paid invoice revenue — spot your slow seasons.

Sales funnel

See your Quotes → Jobs → Paid conversion rates at a glance.

Tax export CSV

Download a tax-ready CSV of all TPS/TVQ collected for any period.

Dashboard alerts

Emergency jobs, today's schedule, and overdue equipment — right on the home screen.

Try every feature free for 14 days

No credit card. No commitment. Just sign up and start running your business better.