Case Study · Arborist Operations
From field notes to quotes without the back-office delay.
A tree-care company had grown around a very hands-on process. The work happened in the field, but calculations, proposals, notes and invoicing still had to make their way back through the office. Customers could wait six to eight days for the next step. We built the field software to close that gap.
Arboriculture & Tree Care
Mixing + Pricing Calculator
ServiceTitan
Two Phases Live
480K
in backlog services and invoices worked through using the new field workflow.
The field team moved quickly. The paperwork did not.
Most of the spring and summer was spent with technicians in the field, consulting with customers, assessing trees and pricing future work. The information needed to create a proposal already existed by the end of the visit. It just was not ready to send.
The customer could be ready to say yes while the business was still days away from sending the quote.
Before
The workload followed the seasons.
The company had built a rhythm that worked when volume was lower, but it created a backlog as the business grew.
Spring + Summer
Be in the field.
Consult with customers, inspect trees, scope treatments, price upcoming work and keep the technicians moving.
FIELD
Winter
Catch up in the office.
Turn field notes into proposals, finalize quotes, process invoices and prepare the next season’s work.
OFFICE
6-8 days
That delay mattered because customers did not always wait. Some assumed the company was too busy or no longer wanted the work, then hired a provider who could respond sooner.
The system
Move the calculation into the field.
The technician should not have to finish a visit, carry the information back to the office and wait for someone else to reconstruct the job. We built a web application that turns the technician’s field inputs into usable treatment and pricing information while they are still with the customer.
The technician enters what they already know.
The calculator is designed around the information an arborist has during the visit. Depending on the service, that can include the number of trees, species, DBH, multiple trunks, service date, treatment goal and other job-specific inputs.
1. Select the service or treatment
2. Enter tree and job measurements
3. Calculate treatment quantities
4. Calculate pricing and quote information
One calculator, different rules for different services.
Tree-care services are not priced or mixed from one universal formula. The application applies the correct logic based on the service and the measurements gathered in the field.
Tree count
Species and DBH
Single or multi-stem
Custom service logic
What is needed, how much, and what should it cost?
Treatment type
Service date
Customer / service terms
A free crew can still be the wrong crew.
Once a job is ready, the team can move it from the unscheduled queue into a weekly plan. They can see what still needs a date, which project managers have capacity and what has already been committed for the week.
The job should not stop when the technician leaves.
Field calculations are only useful if the next part of the business can use them. The application connects the workflow into ServiceTitan so job information can continue into the invoicing process instead of being retyped by the back office.
Field Visit
Custom Calculator
ServiceTitan
The process had to work for more than four technicians.
4
10
As the field team grew, the application gave each technician a consistent way to calculate services and move work forward without creating the same amount of administrative work back at the office. The goal was not just to make one calculation faster. It was to make the operating process easier to repeat as the company handled more work.
$480K in backlog worked through.
Both phases are live. Field technicians now have a purpose-built tool for service calculations and pricing, while the back-office workflow can move into invoicing with less manual reconstruction of what happened in the field.
Previous customer wait
6–8 days
Field team growth
4 to 10 technicians
Backlog processed
About $480K
Delivery
Two live phases
Where does your field work slow down?
Your team may already have the answer before the office gets the paperwork.
When the information needed to quote, schedule or invoice a job already exists in the field, the right software can keep that work moving instead of sending it through another round of manual entry.
