A homeowner reaches out.
Drew · Website inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
Same Tree Care Business. More jobs, More estimates, More reviews, and More referrals.
Capture the inquiry. Follow up on the estimate. Stay connected after the job.
Your website, AI, and follow-up. Set up for you.
Good inquiries can go quiet.
A homeowner asks about planned pruning. Your team reviews the tree, access, and requested work before preparing an estimate.
Your tree care business · Follow-up gapsTwo moments that matter
The planned-pruning inquiry
Waiting for a reply.
A homeowner asks about pruning trees on the property.
The request waits for a reply.
The tree-work estimate
Waiting for a decision.
Your team sends the quote.
The homeowner’s questions stay unanswered.
What slips awayThe chance to answer, follow up, and keep the conversation moving.
Give the next step a system.
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.
Keep the details together.
Forms, chat, and configured AI calls bring the request and contact details into SalesOS.
Keep estimates moving.
Follow up after your team records the quote. Give homeowners a way to ask their next question.
Keep the relationship.
After confirmed completion, eligible review requests and approved outreach help you stay in touch.
Your business. Connected. From inquiry to follow-up.
The process.
Set up around your services, your calendar, and your customers.
Built for your tree care business
We do the setup.
Build your system.
We configure your website, AI answers, and customer follow-up.
Test the handoffs.
We test the inquiry flow and where your team takes over.
Step 01 / Capture
Your inquiries.
In one place.
- Capture requests through website forms, chat, and configured AI call answering.
- Keep the requested tree work, property address, and contact details together.
- Give your team context to assess the request and the next step.
Your team assesses the tree, site access, and any reported concerns.
Illustrative example
Drew’s website inquiry
Planned tree pruning
“Can someone visit and talk through pruning the trees in our yard?”
Property address
Contact details
A concern about a tree?Your team assesses urgency and decides the response.
Step 02 / Convert
The estimate is sent.
Keep talking.
- Offer configured estimate appointments for planned pruning work.
- Follow up after your team records the quote and price.
- Invite questions about the quoted work before the homeowner decides.
Your team defines the pruning scope, sets the price, and schedules the crew.
Illustrative example
Define the work first.
- Tree & site access
- Assessed by your team
- Scope & price
- Prepared by your team
Configured quote follow-up
“Drew, any questions about the pruning estimate?”
Step 03 / Compound
The job is finished.
Stay connected.
- Start eligible review requests after your team confirms completion.
- Invite referrals, with personal follow-up from your team.
- Reconnect through approved past-customer campaigns.
Requests depend on setup and eligibility. Customers choose whether to respond.
Illustrative example
Pruning work completeConfirmed by your team
Eligible review request
“How was your experience?”
Drew decides whether to leave an honest review.
A possible introduction
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.
One connected system.
Set up for you.
Bring your current process to the setup call. We’ll review your inquiries, estimates, and tools, then map where SalesOS fits.
$3,000 setup+ $300/month
Book a Setup Call Usage billed separately. View usage rates · What’s included
Questions, answered.
How SalesOS fits your tree care business.
Can SalesOS book an estimate for planned tree pruning?
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.
What if someone reports a fallen limb or a tree they believe is dangerous?
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.
Can AI identify a tree problem or recommend how to prune it?
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.
Does booking an estimate mean the work is approved?
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.
Can it quote from a tree photo or the number of trees?
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.
What if access or weather changes the job schedule?
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.
Can we stay in touch after the pruning job?
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.
You handle the tree care.
We set up the system.
Let’s connect your inquiries, estimates, and customer follow-up.
Book a Setup Call