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Learn TreeOS
Everything you need to run your tree service on TreeOS.
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Welcome to TreeOS
What TreeOS is, who it is for, and how your team will use it day to day.
Creating your company
Sign up, name your company, and get your workspace ready.
Inviting employees
Add office staff and crew members with the right access.
Managing customers
Your customer list is the center of TreeOS. Learn how it connects to everything else.
Creating customers
Add a new customer record with contact details and service address.
Importing customers
Bring your existing customer list into TreeOS from a spreadsheet.
Creating leads
Capture new inquiries before they become customers.
Converting leads
Turn a qualified lead into a customer and estimate.