How does an estimate become a quote?
The estimator fills in a short form on site, and a draft quote opens for you to approve.
Tree service
A storm plan before the storm.
For tree service companies doing $500,000 or more a year with 2 to 49 users.
Where it sticks
An estimate that starts at the property, and a storm plan before the storm. An estimate form your estimator fills in on site, one schedule for crews and trucks, and a written storm playbook.
-
Sales: The estimate is done on site, but the quote is written up hours or days later.
-
Operations: Crews, trucks and equipment are assigned from memory, and equipment service dates are not in one place.
-
Operations: In a storm every call is urgent, and the order of jobs is decided on the spot.
-
Automation: Large one-off invoices and deposits are tracked by hand.
What we build
-
Sales:
We build a site-estimate form that your estimator fills in at the property. It opens a draft quote from a template for that job type, and you approve it. You stop writing quotes up from memory.
-
Operations:
We build one schedule for crews and trucks, with your equipment list and its service dates beside it. You stop keeping that picture in your head.
-
Operations:
We write a storm playbook: who is on call, how requests are ranked for your approval, and the order of jobs. An urgent flag on the request form puts that job at the top of your pipeline.
-
Automation:
Each large job's invoice and the deposit terms you set are linked to your accounting tool.
First 30 days
Four items open your checklist, and each has a plain test for done.
-
Week one is for access: books, calendar, email, phone numbers and any estimating software you use.
-
Your customer and past-job list cleaned, with each customer's job history attached.
-
One schedule for crews and trucks, with the equipment list and its service dates.
-
The storm playbook written, and invoices and payments linked to your accounting tool.
Tools and rules
Tools we connect: QuickBooks or Xero for the larger invoices, Stripe or Square for taking payment, and Google Calendar for the crews' days.
Estimating software built for tree work can stay in use, and the discovery call is where we look at it together.
Tool names belong to their owners. Susanoo is not affiliated with them.
Provincial rules apply.
FAQs
How do we handle a storm?
A written playbook ranks urgent requests and waits for your approval.
Can I see my trucks and equipment in one place?
Your equipment and its service dates sit on one screen beside the schedule.
What does the schedule show for each crew?
Each crew's day, the truck it has and the equipment it needs.
Where do large invoices and their deposit terms go?
They are linked to your accounting tool beside the job, with the deposit terms you set.
Your first discovery call is free. After that, $500.
Book the discovery callThe price
Prices start at $5,000 a month
Prices in CAD, plus applicable taxes
Our guarantees
If we fall behind, you stop paying.
-
Day 1
Work starts.
-
Day 10
Your CRM is running and your build is mapped.
-
Day 30
Every department running.
Running means marketing, sales, operations, automation, AI and software are all working through your signed checklist.
-
Day 90
Full effect.
-
The Done-For-You Guarantee
Everything on your signed checklist gets done. Your checklist is built from your scope. If less than 70% of it is done by day 30, or by the end of any month, you stop paying until it is, and we keep working. Above 70%, we finish the rest at no extra charge.
-
The One Less Hat Guarantee
By day 90, every hat your roadmap hands to us is off your head, including your software running your business on the 12-month term. If one isn't, you stop paying until it is.
-
The Right-Person Guarantee
Don't click with a specialist? Tell us and we swap them within 5 business days. No charge, no limit, no reason needed.
Your part: the weekly call for the first 90 days, access to your tools in week one, approvals within 3 business days, your content and photos. Days we spend waiting on you don't count against us.
A billing pause covers your monthly fee. It doesn't cover ad spend, phone and text usage, tools in your name, or work quoted separately.
Start free
Hand off your first hat this month.
Tell us your industry and which hats you wear, and you'll know what to hand off first.
Your first discovery call is free. After that, $500.