CRM for Tree Service

Manage Every Tree Job from Estimate to Cleanup Without the Chaos

Smarfle gives tree service companies the tools to schedule crews, document site hazards, track equipment, and collect payment on every job.

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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

Sound familiar?

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.

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

Everything your tree service business needs

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.

Plans that grow with your tree service business

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

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
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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
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
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
  • Voice AI receptionist (usage-based)
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SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

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.

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.

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