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For tree surgeons and arborists

We set it all up. You get on with the trees.

One easy platform for a tree surgery business: your website, quotes with a line for each tree, crew scheduling, risk assessments, kit and ticket tracking. No setup, no setup fees, and your first month is completely free.

Your free first month starts when you join: we save your card, but nothing is charged until day 30, and you can cancel before then.

Illustration with made-up example details. Not a real customer.

A day in the work

How it helps, job by job

  • A customer wants two oaks reduced

    They ask for a quote on your website. You send a quote with a line for each tree. They accept it online and you get a PDF copy.

  • The crew is booked for Thursday

    The job goes on the day board. You see a clash before it happens, and the crew open the job on their phones.

  • A TPO might apply

    You record the check in a helper that keeps a record. It does not give legal advice, and dates are only a guide until the council confirms them.

  • A chainsaw is due an examination

    The kit register shows the examination date and gives you an alert before it runs out.

What you get

Made for tree surgeons and arborists

For tree surgeons and arborists, from one-man bands to crews working on commercial and contract jobs.

  • Quotes with a line for each treeIncluded

    Send a clear quote with your own wording. Your customer accepts it online.

  • Price calculators and quick quotesIncluded

    Visitors work out a rough price on your website from your own rates, and it arrives with their enquiry. No price shows until you set your rates.

  • Tree surveysIncluded

    Record each tree with photos, then send a tidy PDF report.

  • TPO and conservation area checksIncluded

    A helper that walks you through the check and keeps a record. It does not give legal advice.

  • Risk assessments and method statementsIncluded

    Build them for each job from a hazard list, and have the crew sign on.

  • Kit and ticket trackingIncluded

    A kit register with examination dates and holds, and your crew's tickets, with alerts before something runs out.

  • Crew schedulingIncluded

    A day board with clash warnings, and a phone view for each crew.

  • A document vaultIncluded

    Certificates, insurance and waste transfer notes in one place.

  • A web shop for logsOn request

    Sell logs and firewood with delivery options and card payments: the shop that already runs on the Heartwood Tree Management site, set up for you.

  • Lead generationIncluded

    Find the estates, councils, schools and property managers near you that hire a tree surgeon, and write to them by email or letter you approve first. Tender alerts for public contract work too.

Everything in your back office

  • Online booking: online booking on your website: your appointment types, times and prices, one diary or one for each person with customers choosing who or anyone available, group classes with places left, a cancellation list that fills cancelled times, and packages and gift vouchers, with confirmations and reminders.
  • Enquiries and inbox: every enquiry in one inbox, with a reply drafted for you to check and send.
  • Quotes and e-sign: quotes in your branding that customers accept and sign online.
  • Jobs and risk assessments: the crew's week, each job's sheet and risk assessment, and the checks and paperwork it needs before work starts.
  • Invoices and chasing: invoices that customers pay by card, with polite reminders sent for you.
  • Policies: the policies the law asks of you, in plain words, with your team's read-and-sign.
  • Risk assessments: risk assessments from a ready library, reviewed on time.
  • Review requestsPaid add-on: a review request after every job, so more happy customers leave one.
  • Email newsletters: a newsletter in your own branding each month, written for you to approve.
  • Leaflets and flyers: leaflets, flyers and van signs in your branding, ready to print.
  • Xero or QuickBooksPaid add-on: your invoices and payments sent to Xero or QuickBooks Online, with month-end checks.
  • Card payments: card payments into your own Stripe account, from your shop and from the pay link on each invoice.
  • TendersPaid add-on: alerts for council and public tenders near you, with answers drafted from your own facts.
  • Finding commercial work: a finder for the local businesses that may need you, with letters and emails you read and approve first, and anyone who says stop never contacted again.
  • Recurring plans: regular plans billed automatically, such as maintenance visits or memberships.
  • Repeat visits: regular visits such as maintenance rounds booked ahead as jobs on the schedule you set, skipping bank holidays and time off, with each visit billed when it is done or through a recurring plan.
  • Stage payments: a deposit, stages and a retention on a big job's quote, each invoiced from the accepted quote.
  • Time on jobs and job costing: your team clock on and off each job from their phone, with weekly timesheets for payroll and what each job cost against what it earned.
  • Project onboarding: after a customer accepts a quote, a private link for them to confirm the site address, the contact for the work and that they have read your instructions, for you to check.
  • Texts to customersComing soon: on our way, job finished and appointment reminder texts, sent only to customers who agreed to them, with STOP always honoured.
  • Move from another app: your customers, price list, open quotes and upcoming jobs brought across from Jobber, Tradify, ServiceM8 or a spreadsheet, each row checked before it is added.
  • Set up for you: your back office filled in before you start from your website, Companies House and your answers (business details, team, services and prices), each marked for you to check, and nothing used until you confirm it.
  • Protected site check: before a quote goes out, the site checked against the government's planning data for tree preservation orders and conservation areas, with a draft council application for you to check and submit.
  • Team certificates: your team's tickets and certificates, with a reminder before any expires.
  • Insurance, kit and renewals: your insurance, registrations and lifting kit examinations kept in date, ready when a council or client asks.
  • Staff checks: each person's checks, qualifications and first aid with expiry dates, and a reminder before anything lapses.
  • Staff courses: short courses that teach your team your own policies, with a quiz and a certificate.
  • Safety checks: regular safety checks on a phone, with reminders when one is due.
  • Maintenance and safety checks: repairs reported with photos, and the regular fire, first aid and equipment checks reminded when they are due.
  • Visitor sign-in: a QR poster at the door: visitors and contractors sign in and out on their phone, with an evacuation list ready.
  • Planner: the day, week and month at a glance, with clashes shown before they happen.
  • Run sheets: a run sheet for each crew or driver, in the order of the day's jobs.
  • Customer portal: a page where each customer sees their quotes, invoices and documents.
  • Email signatures: matching email signatures for everyone on the team.
  • Team leave: holiday and time off requested, approved and shown on the calendar.
  • Recruitment: vacancies on your careers page, applicants from first contact to hired, and the checks a role needs before day one.
  • Appraisals: probation reviews and yearly appraisals, signed by both people and kept confidential.
  • Meetings and minutes: team meetings and toolbox talks with agendas, minutes and actions that become tasks.
  • Staff surveys: anonymous staff surveys, with results shown only in groups of five or more.
  • Reports and daily digest: a short daily email of what came in, what is due and what is overdue.
  • Compliance dashboard: what the law asks of a business like yours, as a checklist with reminders.
  • Online shopPaid add-on: an online shop for the products you sell, with delivery zones and prices you set, delivery days and card payment.
  • Social postsComing soon: pictures and posts for Facebook and Instagram, written for you to approve.

What it looks like

Clear screens you can use on site

Illustrations with made-up example details. Not a real customer.

One entry point

What we replace

Most trade businesses cobble together several tools. We bring them into one platform and we do all the setup.

  • A website builder such as Squarespace or Shopify
  • Separate quoting and invoicing tools
  • Spreadsheets for kit, tickets and certificates
  • Paper risk assessments
  • Separate email marketing
  • An agency for your ads

No setup fees

We set it up for you

All the connections are set up for you, with no setup fees. Each one is marked Included, On request or Coming soon, and we do not give dates.

  • Your website and hostingIncluded

    Built from your own details and hosted for you.

  • Your emailOn request

    Set up on Google (Gmail or Workspace), or alongside the email you already use, then connected so your quotes, invoices and confirmations go out from your own address.

  • Your payments through StripeIncluded

    Customers pay by card from your shop and from invoice pay links, into your own Stripe account, and the money lands against the right invoice.

  • Your Google Business ProfileIncluded

    Your Google reviews show on your website and you ask customers for a review with one click. Keeping your profile up to date for you is coming soon, once Google approves our connection.

  • Your accounting packageIncluded

    Xero or QuickBooks Online, with invoices and payments carried across. Sage and FreeAgent are coming soon.

  • Customer portalsIncluded

    Your customers can view and download their quotes, invoices and account statements.

  • A web shopIncluded

    Sell products such as logs, with delivery options and card payments: the shop that already runs on the Heartwood Tree Management site, set up for you. It replaces Squarespace or Shopify.

  • Your calendarIncluded

    Link any calendar, and keep your jobs and bookings in step with Google Calendar, Apple iCloud or Outlook (Microsoft 365), in both directions.

  • Your social mediaComing soon

    Facebook, Instagram and Google Business Profile where they suit your trade. Upload a couple of pictures and we take care of the posting so your marketing stays consistent. We are waiting for Meta and Google to approve our connections.

  • Google Ads and Facebook AdsComing soon

    We link into your accounts, watch the results and adjust the campaigns, so you are not guessing or paying another company. Google Analytics, Search Console and Merchant Center follow. We are waiting for Google and Meta to approve our connections.

Websites we have built for tree surgeons and arborists

Price

No setup fees, no hidden costs. Your first month is free.

We do the setup for you. You pay one monthly or yearly price for your website, and nothing more unless you choose an extra. We save your card when you start, but nothing is charged until the free month is over, and you can cancel before then and pay nothing.

The price depends on your trade. Each trade's price is on the pricing page, or ask us.

  • Tree surgeons and arboristsPrice on request
  • No setup fees
  • Card saved, nothing charged until the free month is over
  • Cancel before then and pay nothing
  • Add or remove extras any time