Overview
One platform for running a tree surgery business.
Treetask puts the whole business in one place — the surveys, quotes, jobs and invoices, the crew’s tickets and holidays, the kit and the safety records. This page is the short version: what it does, the problem it solves and who it’s for.
What it does
Everything from booking the survey to sending the invoice.
Every tree job runs through the same four steps — survey the site, price up the work, do the job, invoice for it — and Treetask follows them in order. Around the jobs it keeps the rest of the business: the calendar, the customers, the crew and the paperwork that has to exist.
- Survey the site and price the work while you're stood on it
- Quotes and invoices as PDFs, or pushed through QuickBooks
- The week's jobs on a calendar the whole team can see
- Risk assessments, the accident book and tool servicing kept as records
The features pages go through each part properly.
The problem it solves
One set of records instead of paper, texts and spreadsheets.
In most firms a job’s details are spread across a diary, a survey form on paper, a text thread with the crew and a spreadsheet for the money — the same information written out several times, by hand, in places the rest of the team can’t see.
Treetask replaces that with one set of records for the whole firm. What’s written down on site is what the office quotes and invoices from, with no printer involved anywhere.
- A customer's details are entered once and carried survey to invoice
- No paper forms to print, carry back and file
- Every job follows the same shape, whoever on the crew is doing it
- One record of every job the whole team works from
Who it’s for
A one-man band, or a firm running several crews.
Treetask is built for tree surgery businesses, whatever the size. On your own, it’s the diary, the quote book and the filing in one place. With a team, everyone works from the same records — and what each person can see and do depends on their access level.
- Crew see the site, the tasks and the risk assessment for their jobs
- Quotes, invoices and prices stay with the office
- Invite people by email — everyone uses their own phone
Wherever you work
Built for the van, the site and the office.
On the phone and the laptop
The same platform in your pocket on site and full width at the desk. Nothing to install — open it in the browser and add it to your home screen.
An offline mode for the field
Plenty of sites have no reception. The day's jobs stay on the phone itself, and anything saved offline syncs on its own once you're back in range.
Your records, downloadable
Everything your business has put in can be downloaded from Settings whenever you like — it's your paperwork, not ours.
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.