FAQ
Frequently asked questions
Answers to common TreeOS questions.
General
What is TreeOS?
TreeOS is software for tree service companies to manage customers, estimates, scheduling, field crews, invoices, and payments in one place.
Who is TreeOS for?
Owners, office managers, estimators, and field crews at residential and commercial tree care companies — from solo operators to multi-crew shops.
Do I need to install anything?
The office app runs in your web browser. Crews use the Crew App in a mobile browser; add it to the home screen for quick access.
Is there a mobile app for the office?
The office product is designed for desktop and tablet browsers. Crews have a dedicated mobile experience.
How long does setup take?
Most companies send their first estimate the same day they sign up. Budget an afternoon for import and integrations.
Can I try TreeOS before paying?
Yes. New companies start on a free trial with full access to TreeOS Unlimited.
Where is my data stored?
TreeOS hosts customer and job data in secure cloud infrastructure in the United States.
Can I export my data?
Yes. Contact support for export options if you ever leave TreeOS.
Does TreeOS work in Canada?
Yes. Set currency and tax in company settings.
How do I get help?
Use in-app support tickets, live chat when available, or this documentation.
Account & team
How do I add a user?
Settings → Team → Invite. Choose a role and send the email invitation.
What roles are available?
Owner, office, and crew roles control which screens each person sees.
Can two owners exist?
Yes. Multiple owners are common for partners.
How do crew logins differ from office?
Crew accounts open the Crew App by default with schedule and jobs only.
How do I reset a forgotten password?
Use Forgot password on the login page or ask an owner to send a reset link.
Can I disable a former employee?
Deactivate the user in Settings → Team so they cannot sign in.
Is two-factor authentication available?
Yes. Enable it from your profile for extra login security.
Can I change my company name later?
Yes in company settings. Update legal name on PDF templates if it appears in contracts.
How many users are included?
TreeOS Unlimited includes unlimited users.
Do users need their own email?
Yes. Shared logins make audit trails useless when something changes.
Customers & CRM
How do I import customers?
See Importing customers. CSV and Excel are supported.
Can one customer have multiple properties?
Yes. Use separate jobs per address or property fields on the customer.
How do tags work?
Tags are labels for filtering and marketing. Apply as many as you need.
Are customer notes visible to clients?
No. Notes are internal unless you put information on an estimate or invoice.
How do I merge duplicates?
Open the duplicate, copy missing data into the primary record, then archive or delete the extra record per your policy.
Can customers update their own address?
Not directly. They can reply to your email and office staff update the record.
What is the customer portal?
A secure link where customers approve estimates, view invoices, and pay online.
Do portal links expire?
Links are tied to the customer and remain valid unless you revoke portal access.
How do I send a portal link manually?
Open the customer and copy the portal link, or resend an estimate or invoice email.
Can HOAs have one portal for multiple homes?
Usually one customer record per billing entity works best; tag individual properties on jobs.
Estimates & jobs
How do I create an estimate?
Open a customer → New estimate → add line items → send.
Can customers sign on paper?
Yes. Download the PDF or mark approved manually if they sign a printed copy.
What happens when an estimate is approved?
You can auto-create a job or create one manually from the approved estimate.
Can I revise an approved estimate?
Create a change-order estimate or edit before the job is scheduled — follow your internal policy.
How do job photos work?
Upload from office or Crew App. Mark customer-visible when you want them on the portal.
Can I schedule recurring pruning?
Yes. Set recurrence on the job for contract maintenance.
How do crews see their route?
Crew App lists today’s jobs in order. Office sets order on the schedule.
What job status should I use?
Scheduled until the crew arrives, in progress during work, complete when finished.
Can I cancel a job?
Yes. Cancelled jobs drop off crew views but stay in history.
How do weather alerts work?
Dashboard weather helps you decide; you still reschedule jobs manually.
Invoicing & payments
How do I invoice from a job?
Open the completed job → Create invoice → review → send.
Can I accept cards?
Yes with Stripe connected under Settings → Integrations.
Do you store credit card numbers?
No. Stripe Checkout handles card entry.
Can I record a check payment?
Yes. Record payment on the invoice with amount and date.
Partial payments?
Supported. Balance due updates until paid in full.
Late fees?
Configure default late-fee rules in company settings.
Can customers pay deposits?
Create an invoice for the deposit amount before the job.
Sales tax?
Set default rate in settings; override per line if needed.
Invoice PDF branding?
Uses your logo and colors from company settings.
What if a payment fails?
Customer sees an error from Stripe; invoice stays open until they retry.
Crew App
How do crews clock in?
Use Clock in on the job in the Crew App when arriving on site.
Photos not uploading?
Check cell signal and browser storage permission. Open the job on Wi‑Fi at the shop first.
Can crews see prices?
Depends on role settings; many owners hide pricing from field staff.
Offline mode?
View the schedule cached after opening on connectivity. Uploads need signal.
Wrong job on schedule?
Office reschedules from the calendar; crew pull-to-refresh the app.
Billing (TreeOS subscription)
How am I billed for TreeOS?
Monthly or annual subscription via card on file in Settings → Billing.
Where are TreeOS receipts?
Download from the billing page.
How do I cancel?
Contact support or use the billing portal link from settings.
Trial ending?
You receive email reminders before the trial ends.
Change credit card?
Settings → Billing → Update payment method.