Know the job before you roll.
Big branches. Clear plans.
The site photos, the agreed scope, the access notes, and the crew on the job. Keep the work organized before the truck leaves the yard.
It’s the oak by the back fence.
Get the right tree on the right job.
Start with the address, the customer’s description, and photos. Add your site observations before preparing the scope and estimate.
Photos with the request.
The website form can bring in a view of the tree and the surrounding property before you visit.
Your assessment stays attached.
Record your own site notes and the work you plan to quote. The app keeps the information; your team makes the assessment.
A clear next step.
Keep the site visit, customer conversation, and estimate in the same workflow as the lead moves forward.
Leads
4 new this week- Rina ShahWebsite form5:52 PM
- Caleb TurnerWebsite chatYesterday
- Marisol VegaReferralTue
- Isaac ReedAdded by youMon
The scope comes before the price.
Keep familiar tree-work services in your price book, then prepare each estimate using your own site assessment and job details.
tree service
Your price book
Access changes the job.
| Service | Price | Unit |
|---|---|---|
| Site assessment | $95 | visit |
| Prune one small tree | $275 | unit |
| Fallen-limb removal | $225 | job |
| Remove one stump | $195 | unit |
| Brush cleanup | $165 | job |
Your services. Your rates. Ready for the next estimate.
Example pricesA useful starting list.
Set up the assessments, pruning, stump work, and cleanup services your business offers.
Describe the agreed work.
Make the scope and inclusions clear on the estimate, using the findings from your own site visit.
Keep changes separate.
If the customer adds another tree after approval, quote that additional work separately.
A clear handoff before the first stop.
Give the assigned crew the scope, site notes, and customer details. Record progress and the finished work without rebuilding the story back at the office.
The trailer goes in the side drive.
Oak pruning and brush cleanup
- On the way
- Arrived
- Working
- Done
Checklist
- Completed: Customer scope reviewed
- Completed: Site and access notes checked
- Remaining: Before photos saved
- Remaining: Completion and cleanup photos added
- Scope
Prune the marked oak beside the rear fence; remove brush.
Approved- Access
Use the side drive for the trailer. Customer will meet the crew.
- Site notes
Review the assessment notes before starting the agreed work.
Scope the crew can check.
Keep the trees included in the job, customer instructions, and access details together on the phone.
Your checklist, on site.
Use job checklists for your own process and record notes as the work moves forward.
A record of the finish.
Save completion photos and keep the job’s invoice with the customer history.
Keep the details off loose paper.
From the first photo to the last load.
Bring your tree-work services, site records, and crew schedule into the same place.
Set up for tree service
Add your specialties
Pruning, removals, stump work, cleanup, and assessment visits.
Your service listKeep the site record
Customer details, your assessment notes, and job photos.
One customer fileAssign the work
Put the appointment and job details on the crew’s phones.
Crew schedule
Questions tree service owners ask.
Your prices, your customers, and the way your shop works.
Can I prepare a quote after an on-site assessment?
Yes. Add your site notes and use your own service prices and scope to prepare the estimate. OnSiteCall does not assess tree health, calculate rigging, or decide how the work should be performed.
Can I keep photos and access instructions with a job?
Yes. Save job photos and notes, along with customer and property details, so the assigned team has the information in the mobile app.
Can I include cleanup as a separate estimate item?
Yes. Build your own service list and include the items needed for the job. Make it clear whether cleanup and hauling are included in the scope you send.
Does OnSiteCall manage tree-work permits or safety compliance?
It organizes job information and supports your own checklists and notes. Permit applications, professional assessments, and safety procedures remain part of your separate business process.
Can the crew record progress where reception is poor?
Previously loaded jobs remain available, and supported field updates, notes, checklists, and photos can save on the device and sync later. Customer text delivery and card processing still require a connection.
The work is big enough already.
Keep the crew and the job on the same page.
Bring the request, site details, estimate, and invoice into one organized workflow.
Try it free for 15 days. No credit card required.