A broad tree-work description invites assumptions
A customer may expect debris removal, stump work or surrounding cleanup beyond the quoted operation. Identify the trees and explain the included work before the crew arrives.
Software for tree service owners
Give every tree in the quote a clear identity.
The customer points to the tree, then asks about the logs, stump and ground afterward. Those are separate scope decisions to settle before the crew arrives. Connect the estimate, practical site instructions, recorded labor and invoice around the work your business agrees to provide.
Unleash your potential.
The everyday details
You know the work.
The admin adds up.
Access changes the commercial plan
Gates, neighboring space, parked vehicles and the material-handling area affect the visit. Keep practical arrangements in the work record while professional site assessment governs how the operation proceeds.
Crew and equipment costs can disappear behind a single fee
Travel, labor, disposal and equipment-related spending belong to the job. A completed invoice does not show whether those costs matched the scope you priced.
A later landscaping plan can change customer expectations
An owner preparing a new garden may expect ground restoration or later work beyond the tree operation. Clarify those boundaries before acceptance so the quoted service does not inherit another contractor's responsibilities.
How Microtra helps
Keep the business connected.
Use the tools that fit your day, with your records ready on your phone or on the web.
Make the estimate tree-specific
Use recognizable descriptions for each tree or agreed work area. Separate pruning, removal, debris handling and other authorized services with the quantities and units used in your own estimate.
Explore this featurePrepare the crew's business brief
Keep job tasks, site instructions and customer notes together. Link appointments and assigned staff to the work, with return visits recorded for a clear purpose.
Explore this featureAccount for crew effort
Track time against staff and the job, and review entries before billing time-based additions. Keep technical work planning and safety decisions within your own professional procedures.
Explore this featureCheck the job's spending and balance
Enter expenses with receipt photos for purchases and business costs. Share invoice PDFs through your device and record payments collected through your established method.
Explore this featureKeep repeat customer context close
Save contacts and business notes with estimates, invoices and recorded payments. Identify the authorized payer and relevant service description when a property manager arranges work for several owners or sites.
Explore this featureA day in the life
From the first quote to paid.
Identify the requested work
Discuss the particular trees, customer expectations and practical access. Use your professional assessment to establish what the business can agree to undertake.
Explain the estimate boundaries
Describe each operation and what happens to branches, logs and other debris. Make any separate stump or restoration work explicit rather than implied.
Follow the crew record
Schedule the agreed visit, record hours and enter costs. Obtain customer agreement before expanding the commercial scope when additional work is discussed.
Review the completed agreement
Check the invoice against authorized work and any additions. Share the PDF, record payment received and arrange any remaining visit directly with the customer.
Your words
Find your way around.
Choose Other when you set up Microtra and these are the labels you start with. Change them, and the tools you use, any time in Modules & terms.
- Your work
- Job
- Your customer
- Client
Room to get started
Plans from $5.99/month.
Start with a 14-day free trial. No card needed. Compare plans to find the tools and invoice allowance that fit your business.
Your business. Your next step.
Try Microtra on your phone and on the web. Review plan details before choosing the right fit.
Compare plansA few useful answers
Questions from tree service owners.
Does this replace arborist assessment or safety planning?
Microtra does not assess tree condition, prescribe pruning or provide technical work and safety plans. It supports estimates, work administration, time, expenses and invoicing around your professional operation.
Are property records part of the default setup?
Other starts with Job and Client and no linked records. Enable linked records in Modules & terms if separate site records would help your business.
How should I separate debris and stump services?
Use explicit estimate lines or scope notes explaining what is included, retained or removed. Keep additional work distinct so a tree removal does not imply every possible cleanup or restoration service.
Can I track equipment on the schedule?
The team features include no-login resources such as equipment and vehicles on the schedule. Use these records for business planning alongside the technical checks and operating procedures your crew follows.
Can a quote distinguish retained timber from hauled debris?
Describe what will remain, how it will be left and which material your business will remove under the agreement. Keep any separately arranged hauling or restoration distinct so the final invoice explains the actual service without relying on an ambiguous cleanup label.
Features
Templates
Guides
Keep exploring
More for your business.
Lawn care
Keep lawn care quotes, client details, mowing appointments and invoices together. Plan your visits and record job time and costs with Microtra.
Explore industry guideStump grinding
Organize stump measurements, access notes, debris options and invoices. Microtra keeps the agreed grinding scope with the job and customer.
Explore industry guideSoftware for small business
Unleash your potential.
You do the work. Microtra gives you the software to run the business. Start your 14-day free trial. No card needed.
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