A homeowner reaches out.
Drew · Website inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
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Capture the inquiry. Follow up on the estimate. Stay connected after the job.
Your website, AI, and follow-up. Set up for you.
Drew · Website inquiry
A homeowner asks about planned pruning. Your team reviews the tree, access, and requested work before preparing an estimate.
A homeowner asks about pruning trees on the property.
The request waits for a reply.
Your team sends the quote.
The homeowner’s questions stay unanswered.
Keep pruning inquiries, configured estimate appointments, and quote follow-up together in SalesOS while your team assesses and schedules the work.
| Customer moment | Connected next step |
|---|---|
| Planned pruning inquiry | Contact + request captured |
| Pruning quote sent | Estimate follow-up |
| Job confirmed complete | Eligible review request |
From the first question to the follow-up after the work.
Forms, chat, and configured AI calls bring the request and contact details into SalesOS.
Follow up after your team records the quote. Give homeowners a way to ask their next question.
After confirmed completion, eligible review requests and approved outreach help you stay in touch.
Your business. Connected. From inquiry to follow-up.
Set up around your services, your calendar, and your customers.
Built for your tree care business
Your services, service area, estimate availability, and existing tools.
We configure your website, AI answers, and customer follow-up.
We test the inquiry flow and where your team takes over.
Step 01 / Capture
Your team assesses the tree, site access, and any reported concerns.
“Can someone visit and talk through pruning the trees in our yard?”
A concern about a tree?Your team assesses urgency and decides the response.
Step 02 / Convert
Your team defines the pruning scope, sets the price, and schedules the crew.
“Drew, any questions about the pruning estimate?”
Step 03 / Compound
Requests depend on setup and eligibility. Customers choose whether to respond.
Drew decides whether to leave an honest review.
If Drew refers a neighbor, your team follows up personally.
Approved customer outreach can open the next conversation.
Your website. Your AI. Your follow-up.
Bring your current process to the setup call. We’ll review your inquiries, estimates, and tools, then map where SalesOS fits.
How SalesOS fits your tree care business.
Yes, through your configured estimate calendar. A homeowner can choose from the availability supplied by your business. Your team assesses the tree, site, and access before recommending the scope and price. The appointment does not reserve a crew or a pruning date.
Configured forms, chat, and AI call intake can capture what the person reports and their contact details. Your team assesses urgency and decides how to respond. SalesOS does not determine whether a tree is safe, dispatch emergency crews, or promise an arrival time.
No tree diagnosis, species identification, hazard determination, or pruning advice is promised. AI can use your approved business information to answer routine questions about services and the estimate process. Your tree-care professionals handle assessment and technical recommendations.
No. Your team defines the work and checks any requirements that apply to the property. SalesOS does not grant permit approvals, confirm property boundaries, or authorize work near utilities. Your business handles those decisions and any necessary coordination.
Your team assesses the tree, access, scope, and required resources, then sets and records the price. No instant photo quote or automatic per-tree pricing is promised. Configured follow-up can invite questions once the quote is recorded.
Your business manages crew availability, site access, conditions, and changes to the work date. Estimate-calendar booking does not automatically schedule or reschedule tree work. We review where inquiries and schedule questions should reach your team during setup.
After your team confirms completion, configured workflows can send eligible review requests and referral invitations. Your team follows up personally on introductions and approves past-customer outreach. Slow-season campaigns are team-launched. Messages do not schedule repeat pruning or guarantee a response.
Let’s connect your inquiries, estimates, and customer follow-up.
Book Setup Call