One conversation history
See calls, messages, forms, and team responses with the customer record.
Product Lead workspace
One organized workspace for Tree services
Keep customer conversations and next steps in one clear place.
Connect urgent calls, estimate requests, follow-up, project photos, and customer feedback in one managed system. Website inquiries, calls, texts, chat conversations, and estimate activity stay connected instead of being scattered across phones and inboxes.
Product preview
Antigenic ServicesLead workspace
Customer activity
New inquiry
Conversation active
Estimate requested
Conceptual product preview. Final configuration reflects your business.
What it does
A focused part of one connected customer system.
A simple contractor pipeline
Keep new inquiries, estimates, active opportunities, and completed work visible.
Shared team visibility
The people handling customers can see what has happened and what needs attention.
How it connects
The handoff stays clear from one step to the next.
Collect the service address, tree concern, access details, urgency, and optional photos.
An inquiry enters from the website, phone, or chat.
The customer and conversation appear together.
Your team updates the opportunity as work progresses.
Part of the complete managed system