Organize incoming requests
Keep the customer need and follow-up stage visible before work is scheduled.
Tree service work often begins with a request and site review, then moves through estimating, approval, crew planning, documentation, and invoicing. Opright keeps that operating trail connected for small field service teams.
Keep the customer need and follow-up stage visible before work is scheduled.
Attach the schedule, assignment, notes, checklist, photos, and files to the job.
Connect invoices and eligible expense or margin tools to the completed work.
Tree service requests can vary widely in scope. Opright supports a clear business workflow: capture the request, review customer and property context, prepare an estimate, collect approval, and schedule the accepted job.
The platform does not assess hazards, equipment needs, permits, arboricultural decisions, or safe work methods. Those responsibilities remain with qualified tree-care professionals and the business's safety process.
Notes, photos, files, checklists, and time records on eligible plans help the office and crew refer to a shared job record. The business can retain useful service history without mixing it into unrelated personal storage.
Route and crew tools support daily coordination, while roles and scopes can limit access as the team grows.
Job expenses and estimated margin tools can help the owner review operational performance after work is complete. Reconcile these records with formal accounting before financial reporting.
Yes. Eligible plans support estimates, approvals, scheduling, invoicing, and customer follow-up.
Yes. Notes, photos, files, checklists, and time tracking are available on eligible team plans.
No. Opright organizes service operations. Hazard assessment, equipment, permits, and safe work methods remain with qualified professionals.
Create estimates, collect approvals, schedule accepted work, send field service invoices, and track payment status from one Opright workspace.
Explore →FeatureAssign crews, plan routes, track time, use job checklists, and capture field notes, photos, and files with Opright crew management tools.
Explore →FeatureTrack job expenses, estimated margins, revenue goals, and field service performance with Opright reporting and job-costing tools.
Explore →Start with customers, scheduling, invoices, and payment tracking. Add estimates, recurring work, crews, costing, and reporting when the business needs them.
See Opright plans