Tree Inventory

Currently a Beta feature, Tree Inventory allows you to add a tree(s) to a client’s property map on proposals, add details to that tree (e.g., species, DBH, and notes), and you can also add Items to that tree on proposals.

In this article:

Add Trees to the Map

Tree Inventory Video

Tree Inventory Report

 

Add Trees to the Map

  1. Navigate to the Jobs page
  2. Click the Map button
  3. Next to the General Markers tab, click the Trees button
  4. In the right hand corner of the map, click Add Tree
  5. Mark the tree by clicking directly onto the map. A tree pin will appear over top of selected tree.
  6. Fill out the tree's info:
      1. Plant Species - from the dropdown, select the species of plant/tree.
      2. Mark color
      3. Location - description of where the tree is located, address, coordinates, etc.
      4. Notes - hazards, things to be cautious of, near by structures, etc.
      5. DBH (Inches) - enter diameter at breast height in inches
      6. Health % - enter qualitative health score in percentage
  7. Click Save at the bottom. The tree will saved to the map. Repeat these steps as many times as needed.
  8. Details will display under the Details tab. Toggle to the Items tab add an Item(s) to this tree. Fill out Item info:
      1. Item - select an Item such as a chemical application, etc. (these Items are preset, you can set these in your account settings)
      2. Description - application instructions, hazards, etc.
      3. Qty - enter quantity of Item
      4. Unit Price - enter unit price
      5. Total will populate after Qty and Unit Price are entered.
  9. Click Save at the bottom.
  10. Once you are finished adding all trees and Items, click Save & Return to Job. All Items will be added to the Estimate table on the Jobs page.

 

Tree Inventory Video

 

Tree Inventory Report

The Tree Inventory Report that pulls the full list of trees that your business has taken inventory of on clients’ properties. This report will help you filter by tree species, customer, location, and more, giving you quick access to information that you can use to market specific services to clients.

Navigate to Reports > Tree Inventory

 

 

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