Coming soon
Admin & Task Management for Tree Surgeons
Surveys, quotes, jobs, invoices, crew and the safety paperwork — one set of records for the whole firm, instead of a filing cabinet, a diary and a WhatsApp thread. On the phone on site, on a laptop in the office.
The platform
One place for all your office admin and site tasks.
A home for your calendar, your site surveys and risk assessments, your crew’s tickets and holidays, your kit and its maintenance, and the quotes and invoices behind it all.
Whether you’re a one-man band or running several crews, it speeds up the day-to-day and keeps the admin simple.
The day’s jobs
How it works
From the first visit to the paid invoice.
Every tree job runs through the same four steps, and Treetask follows them in order. Survey the site, price up the work, do the job, then invoice for it. Each step hands the customer, the site and the details to the next, so you set them up once and never key them in again.
- 01
Site survey
Schedule surveys and complete them on site.
- Customise your own survey templates
- Photos, notes and TPO checks kept with the site
- Fill them in offline when there's no signal
- 02
Quote
Job tasks become the line items on your quote.
- Download a PDF to send, or push it to QuickBooks
- Choose whether customers see line prices or just the total
- Quotes with no answer flagged for a chase after a week
- 03
Job
Everything you need to run the day's work.
- Risk assessments signed on screen before work starts
- Crew assigned, so everyone knows who's on what and when
- Tools, tasks and photos kept against the job
- 04
Invoice
Raised from the finished job in a couple of taps.
- Download a PDF to send, or push it to QuickBooks
- VAT handled, your payment details on the document
- Draft, sent and paid, so nothing sits forgotten
Admin and business management.
Tools that make running the business straightforward. Scheduling the week, your team’s tickets and qualifications with reminders before they lapse, tool maintenance logged against each item, and every customer’s details and history in one place.
Your crew
Who's on what, and whose tickets are in date.
- Assign a job and they get the site, tasks and risk assessment
- Certificates stored per person, with expiry worked out for you
- Holidays requested and approved in the app
- Crew get site access — quotes and invoices stay with the office
The calendar
The whole week, on one screen.
- Jobs, surveys and proposed quote dates together
- Crew holidays on the same view, so cover isn't a guess
- Month, week and day, with status filters
- Subscribe to it from Apple, Google or Outlook
Customer history
Everything you've done for them, on one page.
- Every survey, quote, job and invoice against the customer
- Several sites per customer, each with its own address
- TPO and conservation area kept with the site
- Bring your address book over from QuickBooks
Kit and safety records
The paperwork that has to exist, in one place.
- Tool inventory with a service history for every item
- An accident book the crew can fill in from site
- Induction signed once and kept against the person
- Reminders on the dashboard before anything lapses
Everything is stored in the platform with its history behind it — one record of every job the whole team works from.
See it in action
The same platform, on site and in the office.
Full width on the laptop when you’re quoting and invoicing at the desk, and in your pocket on the phone when you’re out on the job. One login, the same records either way.
Saving you time
Intuitive workflow.
Turn a site survey into a customer quote in a couple of taps. The tasks and prices you set on site are still there when the work is done, so the invoice is quick to raise and matches what you actually quoted.
Enter it once
A customer's details carry from the first survey all the way through to the invoice, so nothing gets retyped. Choose whether you do your admin on site or back in the office.
Keep your team updated
Hand a job to your team or contractors and they see the site, the tasks and the risk assessment without a phone call.
Consistent workflow
Every survey, risk assessment, quote and invoice follows the same shape, so nothing gets missed and every job looks and runs the same, whoever on the crew is doing it.
On site or at the desk
The same platform on the phone out on site and full-width on a laptop for the office work. The field and the admin share one place and one set of records, not a pile of paper you type up later.
Features
Everything you need to run your business.
Treetask manages the day-to-day — the week’s work, the crew, the quotes and invoices — as well as the records you keep for the long run, like tickets, tool inspections and your safety paperwork. Tap a card to see what each part does.
QuickBooks
Keep your books in QuickBooks.
Treetask handles quoting and invoicing on its own. If your accounts live in QuickBooks, connect the two and run the work from Treetask while QuickBooks stays up to date — no copying figures across at the end of the month.
Bring your customers across
Import your existing QuickBooks customers in one go, so nobody sits retyping the address book.
Send quotes and invoices from the platform
Push a quote or invoice from Treetask and QuickBooks emails it to the customer from your own account.
The two stay in step
What you send lands in your books straight away, and when a customer accepts a quote or pays an invoice, Treetask updates to match.
Entirely optional — Treetask does the numbering, VAT and PDFs itself if you’d rather not connect anything.
How the integration works
Offline mode
No signal? Keep working.
Plenty of sites have no reception. Treetask keeps the day’s jobs on the phone itself, so losing signal doesn’t stop you — and it syncs on its own the moment you’re back in range. We’re widening what works fully offline all the time.
Your day’s jobs, on the phone
Open your scheduled jobs and their details with no signal at all. They’re stored on the phone itself, not fetched from a server.
Get the work done, not just read it
Tick tasks off, edit the job, fill in a survey or file an incident with no bars showing. It all saves straight to the phone.
It catches up on its own
Anything saved offline shows at the top of the screen until it has synced. Get within a bar of signal and it uploads quietly in the background.
Questions
The things people ask.
Do I need to download it from the App Store?
No. Open Treetask in your phone’s browser and tap “Add to Home Screen”. It gets its own icon, runs full screen like any other app, and updates itself — no store, no waiting for approval, nothing to reinstall.
What actually happens when I lose signal?
Your day’s jobs stay on the phone, so with no signal at all you can still open them, tick tasks off, edit the job, fill in a survey or file an incident. Anything saved offline shows at the top of the screen until it has synced, and it uploads on its own the moment you’ve got a bar. We’re steadily widening what you can do fully offline.
Can my crew use it as well?
Yes. Invite them by email and they arrive on Site access — they can do surveys, jobs, risk assessments and photos, while quotes, invoices and prices stay with the office. Promote anyone to Full access when you’re ready. Your plan sets how many people can be on the account, so move up a plan to add more.
Do I have to use QuickBooks?
Not at all. Treetask does quoting and invoicing on its own — numbering, VAT, PDFs, the lot. If you do use QuickBooks, connect it and push invoices across in a tap. Xero is on the list.
What about the customers I’ve already got?
Import them straight from QuickBooks if they’re in there, or add them as the work comes in. Each customer keeps a full thread of their surveys, quotes, jobs and invoices from then on.
Does it work on a laptop?
Yes. Same platform, same data, laid out for a bigger screen with a proper sidebar. Most people survey and run jobs on the phone, then do the quoting and invoicing at a desk.
Is there a contract?
No. You pay monthly and can cancel whenever you like — no setup fee, no notice period, and no card needed to sign up. Your records are yours: download everything from Settings at any time.
Get in touch
Interested in trying Treetask?
Treetask is being tested by a handful of tree surgery firms at the moment. Leave your details and we’ll get you an account, set your business up on it and show you round.
- We set the account up with you
- Nothing to install — it runs in the browser
- Tell us what's missing and we'll build it
Prefer email? hello@treetask.app