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Tree care & arborists

The CRM that prices a tree by size and access.

Daybook runs a tree care company end to end: the quote is built from your own price list — removals by size and access, pruning per tree, stumps by the inch; a completion and cleanup sign-off rides on every job type, and the job does not close without it; FLHA forms, clock-in and photos come from the crew’s phones. Then the invoice, with GST/HST by province.

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The job “Rachel Bergeron — Storm & emergency” in Daybook, and its brief: “Work starts Monday, October 12”, an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, the key facts, what the customer asked for (each with the message it came from) and suggested next moves.

The rules the trade lives under

Built around the paperwork a tree care company already answers to.

  • The yard and the client’s signature, before the job is done

    A removal or takedown, pruning and crown work, stump grinding, storm and emergency work, a health and cabling job, planting and young trees and a commercial or municipal job do not close without the work completed, how the site was left, whether there is any damage to report, the photographs after and the client’s sign-off.

  • The drop zone and the rescue plan, before the first cut

    The climb and drop-zone briefing records the date, the wind and conditions, the climber and the ground crew, what was checked before the first cut — the ropes, saddle and lanyard inspected, the drop zone taped and cleared, the aerial rescue plan agreed, the utility clearance confirmed, the neighbours told — and the rigging plan, with places for the changes and hold-ups and the photographs. It attaches itself to every tree care job type, on the job or the visit.

  • Ontario’s rules for contracts signed at a client’s home

    A quote signed at an Ontario client’s home shows them their right to cancel for 10 days, and their copy is emailed with the last day to cancel.

  • Provincial OH&S hazard assessments (FLHA)

    FLHA forms in the crew app, on Crew and up: the hazards, the controls, the conditions and the crew on site, filled in on the phone at the start of the day and filed on the job the moment they land.

Daybook names these so you can see where it helps. It is not a compliance product: it does not rate a tree’s risk, diagnose its health or apply for a tree permit. The sheets record what you found, how the crew went at it and how the yard was left, the hazard assessment is yours to fill in, and your province has the last word.

Three things that go wrong

The headaches every tree care company knows.

Pricing a tree from the curb

The big poplar gets priced from the street — nobody walked round to see the garage under it, the service drop or the gate the chipper won’t fit through — and the number said on a Tuesday is the number you live with until the last round is stacked.

In Daybook The tree assessment and work plan keeps the species and rough height, what you found, what is under it, the access and method — climb and rig, the bucket truck, a crane, whether the chipper can reach — and the utilities and neighbours; the quote is built from your own labelled list — removals by size and access, pruning per tree, stumps by the inch of diameter, the crew day — with the margin beside the price on every line.

The wind that came up after lunch

Everyone thought somebody else had taped off the drop zone, nobody said out loud how the climber comes down if it goes wrong, and the gusts arrived with the top half still in the tree.

In Daybook The climb and drop-zone briefing is filled in before the first cut: the date, the wind and conditions, the climber and the ground crew, a tick for the ropes inspected, the drop zone taped and cleared and the aerial rescue plan agreed, and the rigging plan — with a place for the changes and hold-ups when the wind comes up.

Ruts in the lawn on Saturday

The tree is down and the truck is gone. Then the client finds the ruts from the chipper, chips in the flower bed and a cracked fence board — and remembers the day differently from the crew.

In Daybook The completion and cleanup sign-off is one sheet, done with the client: the work completed, how the site was left, whether there is any damage to report, the photographs after and their signature, with places for how the damage is being handled and what to watch next season — and the job is not complete until it is answered.

The brief

Everyone talks at once. The job gets one brief.

A job is a week of emails, texts, notes and updates from the crew. Daybook files each one on the job it belongs to and writes the brief: the gate code, the deadline, what the customer asked for, what you owe them and what they owe you — rewritten whenever something new arrives.

The brief and the Assistant

Texting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.

A job’s brief in Daybook: the gate code pinned at the top, a one-line summary, a time-sensitive deadline, key facts, what the customer requested, a suggestion, the next step and its date, and what is waiting on the customer.
1The gate code, pinned
2The deadline
3What the customer asked for
4What we owe, and the next step
5What the customer owes

A real capture of a contractor’s job. Daybook wrote every line of this brief from the messages on the job; only the five teal labels are added. A camp gets the same brief on a booking, a property manager on a work order.

The customerThe customer, textingThe officeA crew memberA crew memberA crew member
  • Our furnace keeps shutting offThe customer, by email
  • Side-wall vent. Narrow doorThe crew, from the site
  • Your quote is attachedThe office, by email
  • 3 photosThe crew, from the site
  • Done before the 24th?The customer, by text
  • Gate code 4471. Mind the dogThe office, to the crew
  • Checklist doneThe crew, from the site
  • The brief’s access code on a phone: 4471, with the customer’s own words — “The side gate code is 4471 — please close it behind you, we have a dog.”

    The gate code, pinned. Said once in an email, and now at the top of the job for the crew.

  • The brief’s time-sensitive line on a phone: send the thermostat finishes to Priya so she can sign and pay the deposit, by Tuesday, October 13, with a Text client button.

    The deadline. What is time-sensitive, and by when.

  • What the customer requested, in the brief on a phone: the thermostat finishes, and confirming the old furnace is taken away, each from Priya Raman’s email.

    What the customer asked for. Each request, with the message it came from.

  • The next step, in the brief on a phone: send Priya the thermostat finish options and confirm the old furnace removal, with a Book visit button.

    What we owe, and the next step. One next step, and a button that starts it.

  • Waiting on the customer, in the brief on a phone: pick a thermostat finish, sign the quote and pay the deposit, with the risk under it.

    What the customer owes. So nobody chases the wrong person.

Real captures of a contractor’s job. Daybook wrote every line of this brief from the messages on the job. A camp gets the same brief on a booking, a property manager on a work order.

The tree care toolkit.

On top of everything Daybook does for every one of its 44 trades — the full list is here — tree care gets its own words and tools: the visit before the quote is a tree assessment and the address is the property; a labelled tree care price list in the quote builder; three arborist’s sheets; and drafts, replies and job summaries that say climber and ground crew, rigging and drop zone, spar, sections and rounds, crane pick, crown reduction, thinning, raising and deadwooding, clearance, hanger, co-dominant union, caliper and chips, and a stump ground below grade the way an arborist does.

The price list

Priced by the tree — its size and its access.

Daybook gives you a labelled tree care price list to quote from: removals banded by size and access — a small tree with an open drop zone, a medium tree with partial rigging, a mature tree climbed and rigged, a crane pick — and the additional tree on the same visit; hedge and shrub rows by the foot and lot clearing by the square foot; crown reduction, thinning, raising and deadwooding per tree, clearance pruning off a building, a drive or a service line, formative and fruit-tree pruning, and hedges cut back by the foot; stump grinding by the inch of diameter with a minimum charge, surface roots by the foot, the stump hole backfilled with topsoil and seed; the storm call-out, a hanger, a tree off a structure, windthrow cleanup and the emergency crew by the hour; a health assessment, cabling per union, bracing rods, deep-root feeding, injections and sprays; trees supplied and planted by caliper, transplanting, staking and watering visits; the crew day with a climber and two on the ground, the climber and the ground worker by the hour, the bucket truck, the crane and its operator, the stump grinder, traffic control and lawn boards by the day; travel, chipping and haul-away, chips left on site, rounds hauled or cut and stacked, and tipping fees. Your own prices go on it, and every quote and invoice reads from it.

By the tree removals by size and access, pruning per tree, stumps by the inch, the crew day — each a line from your own price list
Quoting

The price list

Priced by the tree — its size and its access.

Daybook gives you a labelled tree care price list to quote from: removals banded by size and access — a small tree with an open drop zone, a medium tree with partial rigging, a mature tree climbed and rigged, a crane pick — and the additional tree on the same visit; hedge and shrub rows by the foot and lot clearing by the square foot; crown reduction, thinning, raising and deadwooding per tree, clearance pruning off a building, a drive or a service line, formative and fruit-tree pruning, and hedges cut back by the foot; stump grinding by the inch of diameter with a minimum charge, surface roots by the foot, the stump hole backfilled with topsoil and seed; the storm call-out, a hanger, a tree off a structure, windthrow cleanup and the emergency crew by the hour; a health assessment, cabling per union, bracing rods, deep-root feeding, injections and sprays; trees supplied and planted by caliper, transplanting, staking and watering visits; the crew day with a climber and two on the ground, the climber and the ground worker by the hour, the bucket truck, the crane and its operator, the stump grinder, traffic control and lawn boards by the day; travel, chipping and haul-away, chips left on site, rounds hauled or cut and stacked, and tipping fees. Your own prices go on it, and every quote and invoice reads from it.

  • A labelled starter price list on day one, with your own prices on it
  • Removals by size and access, pruning and crown work, stumps and roots, storm call-outs, health, cabling and treatment, planting, crew days and equipment, chipping and disposal
  • The margin beside the price on every line, and the estimated cost for your eyes only — never on the PDF
  • Your own crew-day and climber rates beside the starter list — Crew and up
  • Approved, or sent back for a revision, in the client’s portal
  • A price book that updates when you scan a supplier invoice — Crew and up
Quoting

The request

A request becomes a tree assessment. Then a quote.

Every request from a homeowner, a strata or a municipality lands on one board with its job type — a removal, a prune, a stump, a storm call, a health and cabling job, a planting — and one button: Schedule a tree assessment. Stand under the tree, look at what is under it and how the truck gets in, and build the quote on the job; when the client approves it in their portal, the job is won and ready to schedule.

Scheduling
The requests board in Daybook: “Brett Chen — Pruning & crown work” and “Tessa Rasmussen — Stump grinding”.

The request

A request becomes a tree assessment. Then a quote.

Every request from a homeowner, a strata or a municipality lands on one board with its job type — a removal, a prune, a stump, a storm call, a health and cabling job, a planting — and one button: Schedule a tree assessment. Stand under the tree, look at what is under it and how the truck gets in, and build the quote on the job; when the client approves it in their portal, the job is won and ready to schedule.

  • The requests board in Daybook: “Brett Chen — Pruning & crown work” and “Tessa Rasmussen — Stump grinding”.

    Every request, on your phone. Call the client or email them from the card, and book them in with the button under it.

  • The job on its page in Daybook, its steps across the top: Schedule, Start, Finish, Invoice and Get paid.

    The job’s own page. Its steps across the top, the client a call or a text away, and its photos, notes and messages a swipe apart.

  • A finished job in Daybook: Job finished, Generate warranty and Closeout.

    Finished. Every step ticked, and one tap starts the warranty from the job and its quote — nothing reaches the client until you send it.

  • Seven job types: removal and takedown, pruning and crown work, stump grinding, storm and emergency, health and cabling, planting and young trees, commercial and municipal
  • Wind, a storm or a tree already down on something is filed as storm work; a stump on its own is stump grinding, but a removal that mentions grinding the stump stays a removal; a tree the owner wants kept is health and cabling, and the moment the ask is to take it down it is a removal — sorted for you
  • Schedule the tree assessment from the request — and plan the day’s route from the same board
  • Not viewed, assessed, quoted and lost: where every request stands, at a glance
  • Requests from your website’s quote form land here as real requests, with the job address on them
Scheduling

The paperwork

Three sheets, written for arborists.

A tree assessment and work plan for the tree assessment, where somebody stands under the tree and looks up. A climb and drop-zone briefing for the talk before the first cut. A completion and cleanup sign-off for the walk round at the end. All three attach themselves to every tree care job type, and the sign-off will not let one close unfinished.

The crew app
The checklists in Daybook: “Tree assessment & work plan” and “Climb & drop-zone briefing”.

The paperwork

Three sheets, written for arborists.

A tree assessment and work plan for the tree assessment, where somebody stands under the tree and looks up. A climb and drop-zone briefing for the talk before the first cut. A completion and cleanup sign-off for the walk round at the end. All three attach themselves to every tree care job type, and the sign-off will not let one close unfinished.

  • Tree assessment & work plan: the species and rough height, what you found — deadwood, a split or weak union, storm damage or a hanger, a tree crowding a building or a wire — what is under it, the access and method — climb and rig, bucket truck, crane, an open drop zone, whether the chipper can reach — the utilities and neighbours, photos before, the client’s sign-off, with a place for the debris and the wood
  • Climb & drop-zone briefing: the date, the wind and conditions, the climber and ground crew, what was checked before the first cut — ropes, saddle and lanyard inspected, the drop zone taped and cleared, the aerial rescue plan agreed, utility clearance confirmed, the neighbours told — and the rigging plan, with places for the changes and hold-ups and photos; on the job or the visit
  • Completion & cleanup sign-off: the work completed, how the site was left — brush chipped and hauled or chips left on site, rounds cut and stacked, stump holes backfilled, beds and lawn raked, ropes and gear off the property — whether there is any damage to report, photos after, the client’s sign-off, with places for how the damage is being handled and what to watch next season
  • Attached to the right job types automatically — Crew and up
  • Yours to edit, and you can add your own
The crew app

Safety on site

The FLHA, filled in on the phone. Filed before the first cut.

Pick the job and the address and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, checklists and photos, with no signal if it comes to that.

The crew app
An FLHA in the crew app, “Climb, rig and lower the storm-split leader over the roof”: the task with its hazard and its control, and the crew on site under it.

Safety on site

The FLHA, filled in on the phone. Filed before the first cut.

Pick the job and the address and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, checklists and photos, with no signal if it comes to that.

  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.

    Their day. Hours, the FLHA and their jobs a tap away — and an update from a job on the go goes straight to the office.

  • A crew member’s list in the crew app, 10 active: “Marcus Lindgren — Planting & young trees” and “Joanne Singh — Stump grinding” among them, each with its address and its time.

    Their jobs. Every job they’re on, with its address, its booked day and a chat with the office.

  • An FLHA in the crew app, “Climb, rig and lower the storm-split leader over the roof”: the task with its hazard and its control, and the crew on site under it.

    Before the work starts. Pick the job and the site, its contact and the crew fill in; they add each task with its hazard and its control, and submit it from the phone.

  • FLHA forms on Crew and up: job, site, conditions, tasks with hazard and control, the crew on site
  • Clock-in and timesheets from the phone in their pocket
  • Checklists filled in on the job — with a signature if you want one
  • Photos taken where there is no signal, filed when it returns
The crew app

Getting paid

Invoiced off the quote. Closed out with a review request.

The invoice is raised off the quote the client approved — all of it, the part that is finished, or the extra work approved on top. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm. And when the job is finished, its page offers the warranty and closeout package and a review request.

Invoicing & payments
A finished job in Daybook: Job finished, Generate warranty and Closeout.

Getting paid

Invoiced off the quote. Closed out with a review request.

The invoice is raised off the quote the client approved — all of it, the part that is finished, or the extra work approved on top. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm. And when the job is finished, its page offers the warranty and closeout package and a review request.

  • An invoice off the approved quote — all of it, the finished part, or the extra work approved on top
  • Change orders for the work the client adds after the quote
  • An overdue invoice chases itself, with a Pay Now link
  • E-transfer matched for you to confirm; cards online; EFT
  • A finished job offers the warranty and closeout package, and a review request
  • GST/HST by province, and the Sales Tax report ready for filing
Invoicing & payments

The crew

The phone already in their pocket.

Field seats are free and unlimited on Crew and Company, so every climber and ground worker has the app: the day’s jobs, clock-in, the FLHA, the checklists, the photos — and the office sees it the moment it lands.

  • A crew member’s list in the crew app, 10 active: “Marcus Lindgren — Planting & young trees” and “Joanne Singh — Stump grinding” among them, each with its address and its time.
  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.
  • The job on its page in Daybook, its steps across the top: Schedule, Start, Finish, Invoice and Get paid.
  • The checklists in Daybook: “Tree assessment & work plan” and “Climb & drop-zone briefing”.

The economics

Priced on the office. Free for the crew.

Most field-service software charges by the head, in another currency. Daybook charges the office seats, in Canadian dollars, and leaves the people on the ropes and the chipper alone.

Workflow Field-service platforms priced per user Daybook
Currency Often billed in US dollars — the exchange rate and your card’s foreign fee ride along. Canadian dollars. Every plan, every add-on, printed on the pricing page.
The crew Typically an extra monthly fee for every field user past the plan’s cap. Field seats free and unlimited on Crew and Company — every climber and ground worker gets the app.
Tree care tools A generic quote form; the price list lives in a spreadsheet. A labelled tree care price list by the tree, the inch and the crew day, three arborist’s sheets, and change orders and subcontractor links on the job page.
Canadian tax and mileage Usually an accounting add-on, or by hand. GST/HST by province on every invoice, the Sales Tax report, a mileage log at your own rate, receipts read for you.
Your website Usually a separate builder, or a designer. A tree care site template on every plan, with a tree-health page and a quote-request form that asks how many trees, how tall and what is standing underneath — and mints a real lead.

Nothing here is a discount, and there is no setup fee.

Three plans, priced in CAD.

Tree care runs on the trades rate card — every plan the same app, the office seats counted and the crew free from Crew up. Solo $99 / Crew $249 / Company $449 a month CAD. Office seats included on every plan. Field seats are free and unlimited on Crew and Company. Crew and Company include selling online, and Company also includes your own domain and texting — a plan without them can add them.

  • Solo — $99/mo CAD · 1 seat · no additions · Start on Solo
  • Crew — $249/mo CAD · 3 office seats · +$39/mo each after · Start on Crew
  • Company — $449/mo CAD · 10 office seats · +$39/mo each after · Start on Company

Start the free trial on CrewSee the plans

Switching

Moving from a spreadsheet, or from another platform.

There is no importer for another product’s export, and the page does not pretend there is. What there is gets a tree care company running in an afternoon.

Bring your client list

Upload a CSV or paste it in — names, phones, emails, addresses — and the clients are there. A QuickBooks client list imports straight across.

Put your prices on the list

The tree care price list is already labelled, from a mature tree climbed and rigged to an inch of stump and a crew day with a climber and two on the ground. Type your own prices in — or, on Crew and up, scan a supplier invoice and the price book fills with your real costs.

Your website, live day one

The tree care template is already written for the work, with a tree-health page — your photographs and your words go in, and the quote-request form drops leads straight into Daybook.

Questions tree care companies ask.

Is there a tree care estimator?

No. The quote builder prices from your own labelled list — removals banded by size and access, from a small tree with an open drop zone to a mature one climbed and rigged or a crane pick, pruning and crown work per tree, stumps by the inch of diameter, hedges by the foot, the crew day, the climber and the ground worker by the hour. There is no takeoff that works out the quantities: you put them in, and every number is yours to change before the quote goes out.

Which jobs will it not let me close?

Every tree care job type — a removal or takedown, pruning and crown work, stump grinding, storm and emergency, health and cabling, planting and young trees, and commercial and municipal — carries the completion and cleanup sign-off: the work completed, how the site was left, whether there is any damage to report, the photographs after and the client’s sign-off. It is yours to edit.

Does it tell me whether a tree is dangerous?

No. Daybook does not rate a tree’s risk or diagnose its health. It keeps what you record: the tree assessment and work plan has the species and rough height, what you found — deadwood, a split or weak union, a cavity or conks at the base, a hanger — what is under it and the photographs; and health and cabling is a job type of its own, beside the removals, for a tree the owner wants kept.

Can I bring my own prices?

Yes. Scan a supplier invoice and the price book updates; put your own crew-day and climber rates alongside the starter list; set your own labour rates and markups. The quote builder prices from your numbers, not ours.

What does a climber cost?

Nothing on Crew and Company — field seats are free and unlimited. The office seats are what is counted, and the pricing page prints exactly how many each plan includes.

Does it work out on an acreage or a woodlot with no signal?

Clock-in, checklists and photos work with no signal and file themselves when the signal returns. The office sees them the moment they land.

Bring a real tree. Watch it priced.

Your own numbers beat any feature list — start the trial, write up one tree assessment and price the removal and the stump from your own list.

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