CRM for Tree Service

Tree Service Software From Storm Call to Final Cleanup

Storm mornings bring more calls than any crew can answer. Smarfle triages them, schedules crews and equipment, quotes with cleanup included, and invoices before the chipper leaves. From $19/month.

7-day free trial|No credit card required|Same-day US support
Smarfle CRM - Tree Service Dashboard
Active Jobs

8

Estimates Pending

12

Equipment in Use

3 Trucks

Monthly Revenue

$38,700

Recent Jobs

Riverside Properties

Large Oak Removal

In Progress

Carol Nguyen

Stump Grinding (3)

Scheduled

Mike Okafor

Storm Debris Cleanup

Completed

Everything a tree service business runs on

Smarfle connects everything a successful local business runs on: website, Google Business Profile, call tracking, lead follow-up, CRM, review requests, payments, and recurring orders. One platform. Start with the tree service workflows below.

The growth side, built in

Tree Service Call Tracking

Storm mornings bring more calls than any crew can answer. Tracking logs the flood, and text-backs triage the emergencies from the estimates.

Reviews & Google Business Profile

A crane over a house makes for dramatic review photos. Requests after cleanup build the rating that wins removal jobs worth thousands.

Website & Lead Follow-Ups

Photo-attached quote requests from your site show the tree before you roll a truck, and follow-ups book the trims that were not urgent yet.

Plans that grow with your tree service business

All plans include a 7-day free trial. No credit card required.

Solo

Sole operators getting started

$19/mo
  • 1 user
  • Up to 100 clients
  • 1 GB storage
  • Public booking link + calendar
  • Client management
  • Work orders with photos
  • Invoices + Stripe payments
  • Activity log, tags, custom fields
  • Mobile PWA + CSV import/export
Start Free Trial

Starter

Small teams adding tools and growth

$99/mo
  • Up to 5 users (1 owner + 4 techs)
  • Up to 200 clients
  • 1 GB storage
  • Everything in Solo
  • Voice AI receptionist (usage-based)
  • GMB rank tracking
  • Search Console integration
  • API access + webhooks
  • Branded client portal
Start Free Trial
Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • AI work order summaries
  • GBP Posts + Dashboard
  • Workflows automation
  • Website builder + AI content
Start Free Trial

Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Higher AI credit limits
Start Free Trial

SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Where tree service businesses lose time and money

The day-to-day friction every tree service owner recognizes.

Site Hazards Are Not Communicated Before the Crew Arrives

Power lines, underground utilities, tight access routes, and property obstacles need to be documented before the crew loads the chipper and heads out.

Large Jobs Require Multiple Visits with No Clear Tracking

Storm cleanup and large removal projects span multiple days and visits, and without a system, progress gets lost, billing becomes a guessing game, and clients ask why the job is not done.

Equipment and Crew Availability Is Hard to Coordinate

Bucket trucks, stump grinders, and chippers are expensive and shared across jobs. Scheduling conflicts waste entire half-days when a crew shows up without the right equipment.

Built for tree service businesses

Not a generic CRM. Every feature is tailored to how tree service companies actually work.

Hazard and Site Notes on Every Job

Log power line proximity, utility flags, access restrictions, and property notes on the work order before dispatch so the crew is prepared the moment they arrive.

Multi-Visit Job Tracking with Progress Notes

Large removal and cleanup projects can track each day's progress through activity log entries and photo uploads, keeping the client and crew aligned on what is done and what remains.

Equipment Assignment per Work Order

Assign specific equipment to each job so your team knows which truck and tools to stage the night before, eliminating shop trips mid-job.

On-Site Photo Documentation

Crew photographs trees before cutting, hazards before starting work, and the cleared site after completion. Photos protect you from liability and help justify pricing to clients.

Automated Estimates and Follow-Up Reminders

Send professional estimates to leads, then trigger automatic follow-up messages if they have not responded in 48 hours so high-value jobs do not fall through the cracks.

Equipment and Crew Scheduling

Cranes, chippers, and climbers scheduled together per job, so the right iron is always on the right site.

Every tree service call, handled your way

Your business number routes however you decide, and you can mix modes by schedule: forward to your phone during the day, switch to text-back or the AI after hours.

Plain forwarding

$0.04/min

Just rings your phone. Every call logged as answered or missed.

Forward with call tracking

$0.10/min

Rings your phone. Recorded, transcribed, summarized, and logged to the customer record.

Busy message + text-back

~$0.05/call

Plays your message, hangs up, and texts the caller. Replies land in your Inbox as leads.

AI receptionist

$0.25/min

The AI answers, qualifies the caller, and books the job. Great after hours if you want it.

Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.

A day in the life

How a tree service job flows through Smarfle

From storm-damage call to logged stump — every cut and chip tracked.

  1. 1

    Quote request lands

    Web form, AI receptionist for storm calls, or referral. Property address and tree details captured.

  2. 2

    Estimator visits the site

    Calendar holds the slot. Estimator brings work order on their phone, photos of the tree(s), risk notes, and equipment requirements via custom fields.

  3. 3

    Crew + equipment dispatched

    Route optimization for multi-stop days. Crew sees site access, drop zones, and any utility-line proximity notes before pulling up.

  4. 4

    Removal logged with photos + checklist

    Photos before / during / after, job checklist for safety cuts and groundwork, time tracking, and material disposal recorded as expenses.

  5. 5

    Invoice + review + recurring contracts

    Auto-invoice on completion. Recurring work orders handle commercial pruning contracts. Review request fires automatically.

Same flow for every tree service business, only the terminology and details change.

Is Smarfle the right fit for your tree service business?

We built this for a specific type of business owner. Tap each one that sounds like you.

We built this for you if...

Tap the ones that resonate

This probably isn't for you if...

And that's okay

Top feature for tree service

Site Hazard Notes Protect Your Crew and Your Business

Power lines, utility easements, access restrictions, and slope conditions are logged before dispatch. Your crew arrives informed, your liability exposure drops, and jobs run smoother from the first chainsaw cut.

Hazard DocumentationMulti-Visit TrackingEquipment AssignmentBefore and After Photos

The full tree service toolkit, in detail

Three ways Smarfle transforms how you operate, get paid, and grow.

1

Hazard and Site Notes on Every Work Order

Log power line proximity, utility flags, access restrictions, and slope conditions before dispatch so the crew arrives informed and safe.

2

Multi-Visit Progress Tracking

Large removal and storm cleanup projects track each day's work through activity logs and photos. Everyone stays aligned on what is done and what remains.

3

Equipment Assignment Per Job

Assign bucket trucks, chippers, and stump grinders to specific work orders so the right equipment is staged the night before.

Tree Service CRM questions

The work order has a dedicated notes and details section where you log all site hazards during estimate. When the crew opens the job on mobile, the hazard notes are the first thing they see.
Yes. The activity log on each work order lets crew members and managers add progress notes and photos each day. The job stays open until you manually mark it complete after the final cleanup.
You can add equipment assignment details in the work order notes or technician instructions field. For more complex scheduling, the calendar view helps you visualize which crew has which truck each day.
Yes. After uploading after photos to the work order, you can share a link to the client portal where they can view the full photo gallery from their job.
When you send an estimate, the system can trigger an automatic follow-up SMS or email after 48 hours if the invoice is still in draft status. You can also manually send a reminder from the invoice page.
Once the job is marked complete, you or the crew lead can send the final invoice via SMS directly to the client. Stripe Connect lets them pay by card on their phone while the crew is still cleaning up.

Why businesses stay

A Florida company that treats you like a partner

We answer requests the same day. If your business needs a new feature, or an existing one changed, it gets built fast, often by the next day. Ihor Lavrenenko puts his name on this product: he has helped hundreds of local businesses grow, and Smarfle is how that experience shows up in your operation every morning.

Based in Orlando, Florida|Same-day support answers|Feature requests shipped fast
Meet the team behind Smarfle

Ready to run your tree service business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

7 days free · No credit card · Cancel anytime