Win more tree work. Keep assessments and quotes moving.
Connect your marketing, enquiries, site assessments, quotes, job planning and follow-up—with Digital Suite setting up and supporting the system around your team.
Many jobs need a site look first, and quotes sent afterwards can go without a second contact.
Project gates · from enquiry to handover
A tree assessment becomes a booked job
Fictional homeowner, Hillcrest · Removal of a large tree near the house
- Enquiry
Gate 1 of 5 · Enquiry
Enquiry with photos logged
Owner: Office
To pass this gate: Book assessment
Where work slips today
Wasted assessments
Visits booked without photos or access info.
Quote follow-up
Quotes can lapse without a second contact.
Storm demand
After storms, enquiries pile up.
One connected path, set up and supported by Digital Suite
- 1
Find
Visibility in your service area
- 2
Respond
Shared inbox with photos and notes
- 3
Assess & quote
Assessment booking; quotes tracked
- 4
Plan site visits
Assessment scheduling with route suggestions secondary
- 5
Invoice & payment
Invoice and payment visibility
- 6
Handover & report
Reviews and referrals
Channels, billing steps and scope
Shared inbox covers supported, connected channels only. Facebook comments apply to eligible posts; WhatsApp coexistence with an existing South African business number is checked, not assumed.
Quote accepted, invoice issued and payment received are tracked as separate steps. A job status does not automatically mark payment.
New job, scheduling and routing tools are a private beta for selected accounts; account fit, access and testing are confirmed before any delivery commitment.
What changes
- Better assessment information
- Quotes followed up
- One customer record
- Payment visibility
- Reviews
- Source reporting
Your current tools
What can stay
- Your safety and risk procedures
- Accounting
Where the configured system helps
- Shared inbox
- Quote pipeline
- Scheduling
We don't replace specialist software wholesale or assume integrations that haven't been verified.
Your team in control. AI where you want it.
Run the system yourself, let AI handle selected tasks, or combine both. We help you choose, set it up and support your team.
Team-operated
Your people run the configured inbox, bookings and follow-up.
AI-assisted
Selected tasks such as intake or follow-up, assessed first, with human handover.
A combination
AI for agreed tasks, your team for the rest. Phase it as you like.
Your team keeps technical judgement, pricing and commercial approval. AI handles only the tasks you agree, with a clear handover to a person. Usage costs are scoped separately.
Fit and scope
Best for established tree service teams.
Operations implementation can be quoted on its own with defined support—no compulsory SEO or advertising retainer. Advertising, if chosen, covers one agreed platform and one campaign family; ad spend is separate.
Websites, software, communications and AI usage, extra locations and bespoke integrations are scoped separately. Fees and scope are agreed in your written proposal after the review.
Questions tree service owners ask
Book a Tree Service Growth Review
30 minutes with Brad McMahon. Bring one recent example and your current tools; leave with three practical priorities and a recommended starting point. No obligation.
- One recent assessment
- Storm-period handling
- Follow-up today
- Three practical priorities