Arborist Quotes with options, approved from the driveway
Quote the job, win the job, before you leave the property.
Estimates built from your price list with the options the customer picks, a deposit collected on approval, and the crew scheduled the same afternoon. Highly rated by tree care companies for how little it gets in the way.
14-day free trial. No credit card required.
- 30–40 hours of admin back every month
- Set up in under 15 minutes
- Works on every phone
2875 rue Rachel E, Montréal QC H1W 1A4Jobsite
| Description | Qty | Rate | Amount | |
|---|---|---|---|---|
| Crown pruning, 2 oaksCrown cleaning and deadwood removal, clearance from the roof. | 2 | 320.00 $ | 640.00 $ | |
| Maple removal, 60 ftSectional take-down, wood chipped, logs stacked by the driveway. | 1 | 1,460.00 $ | 1,460.00 $ | |
| Line 3 — optional add-ons go here | ||||
| Line 4 | ||||
| Line 5 | ||||
Subtotal2,100.00 $
GST 5%105.00 $
QST 9.975%209.48 $
Total2,414.48 $
| Please select among these options | Quantity | Rate | Amount |
|---|---|---|---|
Crown pruning, 2 oaksCrown cleaning and deadwood removal, clearance from the roof. | 2 | 320.00 $ | 640.00 $ |
Maple removal, 60 ftSectional take-down, wood chipped, logs stacked by the driveway. | 1 | 1,460.00 $ | 1,460.00 $ |
Add-on: stump grindingStump ground 8 in. below grade, the chips left as mulch. | 1 | 180.00 $ | 180.00 $ |
Add-on: log removalThe logs hauled away instead of stacked on site. | 1 | 165.00 $ | 165.00 $ |
Add-on: deep-root fertilizingSlow-release fertilizer injected around the drip line. | 1 | 220.00 $ | 220.00 $ |
iImportant information
Thank you for your business
Subtotal2,100.00 $
GST105.00 $
QST209.48 $
Total2,414.48 $
The estimate
Three taps from the yard to a signed quote
Build it from your list
Removal, pruning, stump grinding and the add-ons, priced the way you price them. Photos of the tree attach to the quote.
Let the customer choose
They pick the options on their phone and the total updates itself. Approved with one tap, no login.
Collect the deposit
Card or bank transfer on approval. The job drops onto the calendar with the deposit already in.
| Item | Qty | Rate | Total | |
|---|---|---|---|---|
| Line 1 — pick it from your price list | ||||
| Line 2 | ||||
| Line 3 | ||||
Subtotal$0.00
GST 5%$0.00
QST 9.975%$0.00
Total$0.00
Deposit at approval (25%)$0.00
What arborists switch for
The features they name first
And the general manager who put the result in one sentence.
“Keep track of messages, follow-ups, pending quotes, completed jobs to invoice, and unpaid invoices, all in a single place. Everything is organized, gets done faster, without the stress.”
Quotes with optionsThe customer builds the job they want
Offer packages and add-ons. The customer selects, the quote updates, the deposit is paid. Follow-ups go out automatically on quotes that sit.
Seasonal contractsRegular tree care on autopilot
Recurring pruning and inspection visits generate themselves; card payments for regular service run automatically.
Routes and GPSCrews in the right order
Add jobs to routes and optimize with one click. GPS tracks progress; every visit is logged with its address.
Billing from the fieldInvoice by text, paid by card
A professional invoice by email or text in one tap, reminders that chase the slow ones, payment in person or online.
Scheduling
Approved quotes become scheduled jobs in seconds
Drag the approved quote onto a crew and a day. Add it to a route, optimize the order, and see everyone's availability on one calendar. Progress and GPS are visible from the office.
- Drag-and-drop calendar for every crew
- Routes optimized in one click
- Job progress tracked with GPS
| Contact | Work order | Job Title | Job Status |
|---|---|---|---|
| Priya Sharma | 0032 | Oak removal, 45 ft | To schedule |
| Café Lumière | 0026 | Stump grinding, 3 stumps | To schedule |
| Catherine Morin | 0028 | Crown pruning, 2 oaks | To schedule |
| David Chen | 0019 | Cabling, split maple | To schedule |
Evenings and weekends
What stays on top of the business now
- Which quotes are still waiting?
- Who paid the deposit?
- Retype the week's invoices
- Chase three unpaid ones by phone
- Open quotes listed, oldest first
- Deposits shown against each job
- Invoices went out when the crew marked done
- Reminders already sent to the unpaid ones
The crew
The work, documented as it happens
Photos before and after on the work order, so the customer and the office see the same tree.
.png)
Photos attach to the work order from the phone.
Address, hours and crew recorded automatically.
Stump grinding offered as an option on every removal quote.
Plans
Which plan does an arborist need?
Small crews run on Pro. Premium adds routes, GPS, contract renewals and accounting sync.
Pro · $49/mo
3 users. Recurring contracts, dispatch, reminders, quotes, invoicing and online payments.
Premium · $109/mo
Everything in Pro, 5 users. Renewals in a batch, routes and GPS, QuickBooks sync, custom fields.
Create your account
Set up before your next job
Enter your email to create the account. A real person helps you get started.
- 14-day free trial
- No credit card required
Questions
Before you switch
Can customers pick options on a quote?
Yes. Offer packages or add-ons; the customer selects them on their phone and the total updates. They approve, request changes or pay a deposit from the same link.
Does Plannit follow up on quotes for me?
Yes. Automatic reminders go out on quotes that haven't been answered, on the schedule you set.
Can I bill regular tree care automatically?
Yes. Recurring services can run on automatic card payments, and seasonal contracts renew with one click.
Do I need a higher plan for routes and GPS?
Route optimization and GPS tracking are included from the Premium plan. Quotes, scheduling and invoicing are on every plan.