Treezi?

[ATH]

Can you schedule regular exports of the data to have a backup? Both Jobber and ArboStar say you can

 

[Jehinten]

I typed up a lengthy response that may or may not have answered your question, then I found the answer in the FAQ on the program.

 

[Planet Rope]

I personally thought that Arbornote was just a knock off of ArborPlus ( i.e TREEZI). I've tried just about all of them myself. Jobber, Arborgold, Arbornote, Tree Plotter ( the free version ), and I personally am stuck on Treezi. It blows Arborgold away and cost about a third of what single Ops will cost. The reason is because TREEZI is not designed by a software company that is trying to make a living off of their software. They are a tree service with a software that was designed for their company. Turned out to be pretty cool with proposals that blow costumers away. And for $45 a month, its a no brainer. However, because they are a tree service I wouldn't expect the same kind of software support you would get with Single-Ops and they still lack the Pay on-line option. Right now I'm using Square which is a bummer. Just my OP

 

[ATH]

Thanks @Planet Rope !

Is it pretty easy to use? Jobber seems to hold claim to the easiest use. How much more difficult is Treezi?

As for payment: I'm pretty sure Square is cheaper than Jobber...

 

[Reach]

Thanks @Planet Rope !

Is it pretty easy to use? Jobber seems to hold claim to the easiest use. How much more difficult is Treezi?

As for payment: I'm pretty sure Square is cheaper than Jobber...

Not sure what Square charges, but Jobber is at 2.9% and allows customers to pay online using a link in their invoice.

 

[ATH]

Square is just a little less. Here is what their respective sites say:

Jobber Connect (mid-service package)
2.7% for swiping with Jobber’s Card Reader
2.9% for invoicing online
+30¢ per transaction

Jobber Core package (base package)
2.9% for swiping with Jobber’s Card Reader
3.1% for invoicing online
+30¢ per transaction

Square:
2.6% +10¢ from the reader
2.9% + 30¢ if they pay online
3.5% + 15¢ if you manually enter the number

Obviously, huge advantage that Jobber includes the opportunity to pay with the invoice. When somebody calls and asks to pay with card, I generate an invoice to email them (taking more time). I do that for 2 reasons: cheaper fees, and (more importantly), I never have their card information. But 99%+ of my customers pay by check.

 

[ATH]

@Reach do you have Core or Connect? I was looking at Core, but they suggested Connect for keeping pesticide application records (and better one on one training). But that is a big price jump for a small business

 

[Reach]

@Reach do you have Core or Connect? I was looking at Core, but they suggested Connect for keeping pesticide application records (and better one on one training). But that is a big price jump for a small business

We have the Connect package, and have found it well worth the money. We started with the Core package, but after just a month or two decided the extra cost was really very minimal compared to the number of extra features.

The Request feature alone is worth it, as it allows us to create a Client at first contact, create a request to use to go out and convert that request into a quote. Quote converts to a Job with visits on the calendar, and then is converted to an Invoice, each step can be done in not more than 2-3 minutes after you get everything tweaked initially.

The demo version you get free will be the full Grow plan, but you can choose whichever version you want, and you can switch up or down with just a call to Jobber.



All the automated features really prove themselves too, and have saved more than enough time to pay for the extra cost. We are likely going to upgrade to the Grow plan this coming year just to get a few more features that should save a bit more time yet, and should drive up sales a bit more as well.

 

[Planet Rope]

Sorry about the late response. As far as the learning curb Jobber is super easy to learn. But the reason for that maybee the reason to choose Treezi. Jobber is kind of vague meaning a carpenter, Plummer, or irrigation contractor can find a lot of use with Jobber. However, Treezi is arbor-centric. Meaning it's for arborist and tree care professionals only. The coolest aspects of Treezi are the tree inventory parts, and the proposals you produce of of them. An estimate can be itemized right down to the very treatments. For example is you we're going to trim a Red Oak with a Crown Clean, Crown Raise, and Clearance Pruning, you price each one of these services instead of just giving them a price for a tree trim. And that's just the beginning of what you can do with it. ATH is right the ability to charge a client along with an invoice is pretty important. Which as of right now you can't do with Treezi. Maybe it will change soon , because they say they are working on it.

 

[ATH]

So I signed up for the Treezi free trial.

Couple of red flags out of the gate:
*kinda a pain to add/edit a tree from desktop. I sure once I figure it out, it will be a breeze.
*For trial, I figured I'd enter today's work that we completed. That is where I fumbled with entering the tree - apparently assigned to the wrong property. Couldn't figure out how to fix that on laptop/web browser, so I logged on the phone. Different tree list. We worked on a couple of Canada Red cherry trees. Those are on the browser, but not Android app (I figured out how to add it, but still...)
*And the big one: when entering a tree for inventory, the DBH is a range, not a number! When I treat (and invoice) treating ash trees, for example, I don't treat a 12-18" tree. I treat a 14" tree. Next year that might be a 15" tree...not still a 12-18" tree. I want to track their growth. I need to know how much chemical to order and how much to invoice the client.

Am I missing something with those?

 

[ATH]

I'm gonna try Jobber. They told me they can help set up custom fields so I can record tree diameters. I have a separate spreadsheet where I have been tracking those for ash treatments. The whole point is to move everything to a single source...if I can't do that, what is the point?

 

[Planet Rope]

ATH! Single source is a win win. Something that has always been a deal breaker for me are lengthy contracts some software companies make you buy into. I will not say any names, but they are the same companies that do not offer free trials. Their excuse…. the setup. I cannot remember Jobbers policies for it has been years since I used them. Jobber was awesome, and I am sure you will like it. One of my favorite features with jobber was how easy it was to inform the clients that you were in route, and what your ETA was.
On the other hand, one of my favorite things about Trees is when a repeat costumer calls me (even if it has been years since we spoke), I can pull up their tree portal in seconds, see multiple pictures of every tree and shrub they have, and even give them an estimate on a tree you have never worked on. Best part is that many times I can do this without a site visit. Because you performed a full inventory the first time you visited the property.
Commercial clients love it. They can view all their properties and trees from their own portal. When working on their project, each tree and treatment can be marked of as you move along.
Hello, John Doe, were 79 percent done with your project with about $2,800 worth of work left to completion. Not that I tell costumers that, but it is there! Trees also syncs with QuickBooks desktop version.
Maybe I should have saved this thread for Rant and Rave. If there are any TREEZI Staff on this forum I could use a month or two free. Its Winter. Just saying

 

[ATH]

Treezi does have a free month.

Thanks for the time to reply. I'll look at Single source

 

[Stumpsprouts]

Bumping this thread- looking into options that would work for inventory as well as building quotes. @Reach does jobber allow for geolocation? I’ve used it for estimates and crew management.

ArcGIS is similar price to treeplotter, unless the basic version can be used to create inventories. Could anyone chime in?

They are all a big investment.

@ATH your red flags with Treezi are noteworthy. Anyone still love it?

 

[Reach]

Bumping this thread- looking into options that would work for inventory as well as building quotes. @Reach does jobber allow for geolocation? I’ve used it for estimates and crew management.

ArcGIS is similar price to treeplotter, unless the basic version can be used to create inventories. Could anyone chime in?

They are all a big investment.

@ATH your red flags with Treezi are noteworthy. Anyone still love it?

I do not believe Jobber allows for geolocation, at least not such as you would use to mark multiple trees on a given property. You can adjust the location of a property on the map, so that the address shows up as a specific point on a property so your crew doesn’t go to the neighbor’s, but that is all I am aware of. There is no capacity to geolocate trees for a tree inventory.

It is possible to add a photo of each tree to a quote or job, but not location data.

Have you looked at SingleOps? It’s like Jobber, but a step up. Maybe it can do what you need? I don’t know because I’ve never looked at it that way, we don’t do any tree inventories.

 

[evo]

Bumping this thread- looking into options that would work for inventory as well as building quotes. @Reach does jobber allow for geolocation? I’ve used it for estimates and crew management.

ArcGIS is similar price to treeplotter, unless the basic version can be used to create inventories. Could anyone chime in?

They are all a big investment.

@ATH your red flags with Treezi are noteworthy. Anyone still love it?

I don’t do tree inventories, so to speak. But our city requires a map for their tree removal ordnance. I either use Gaia which has a property line feature and take a screenshot, or just use google earth. It’s a good enough kinda thing but I’ve found Gaia to be pretty damn accurate as long as you have cell coverage