EVERY SERVICE YOUR TREE COMPANY NEEDS. ONE PLATFORM.
SIX PILLARS. ONE SYSTEM.
BRING IN THE WORK
Website, local SEO, Google & Meta ads, reviews, email & SMS, and 24/7 call answering.
CLOSE THE DEAL
Proposals, e-sign, follow-up automation, and a pipeline built for tree work.
KNOW EVERY CUSTOMER
One profile per property with every job, call, and message logged automatically.
RUN THE CREW, GET PAID
Scheduling, invoicing, job costing, crew hours, fleet, and dashboards in one screen.
BUILD THE TEAM
Recruiting workflow, onboarding checklists, and certification tracking.
GROW THE OWNER
Weekly TreeROI Academy sessions and a fractional COO to turn the software into an actual operating rhythm.
YOUR CRM SHOULDN'T BE ANOTHER BILL.
Every tree company we talk to is renting their CRM from someone else, then paying again for the tools that plug into it. We built ours into the platform instead.
It's included, not licensed
Most tree companies pay $300–$600 a month for a CRM seat on top of everything else. Ours is part of the platform, at no separate cost.
Built around tree work
Not a generic field-service tool with tree-care labels bolted on. The pipeline, job types, and reporting are shaped around how tree work is actually sold and produced.
Nothing to integrate
Your marketing, phones, scheduling, and invoicing already live in the same system, so leads never fall through the gap between two vendors' apps.
One system, one login
- Lead capture from every source
- Sales pipeline & follow-up
- Estimates and proposals
- Invoicing & payment tracking
- Job & production workflows
- Scheduling and dispatch
- Customer history & properties
- Automations and reminders
- KPI dashboards & reporting
What most companies pay for a CRM alone
Jobber, ServiceTitan and similar
THE TREEROI SYSTEM VS A TYPICAL SETUP
Same jobs, same crews, same customers. The difference is whether the pieces are stitched together or sold to you separately.
- -Separate web vendor, billed monthlyIncluded and built to convert
- -Separate SEO agency retainerIncluded
- -One or two more agency retainersIncluded, managed in-house
- -Licensed per seat, priced per userIncluded, no per-seat fee
- -Separate field-service appIncluded
- -Separate app, re-keyed by handIncluded, no re-keying
- Spreadsheet, filled in after the factBuilt in, costed as work happens
- -Another app, or paperIncluded
- Usually a spreadsheet, often nothingBuilt in with maintenance history
- Doesn't exist, numbers live in different toolsOne dashboard, lead to invoice
- -Four to six different vendorsOne team that owns all of it
- -Varies by vendor, often not yoursAlways in your name
- Generic field-service software, not tree-specificPurpose-built for tree service companies only
- -$5,000 – $8,000, excluding ad spendFrom $2,950 flat, excluding ad spend
Ad spend is always separate and stays in your own ad accounts, on both sides of this table.
PROVEN PROCESS, PROVEN RESULTS.
The same sequence that took Monkeyman’s Tree Service from $0 to over $5M a year. Nothing here is theory. It was built in the field first.
Chris Ruvalcaba,
Founder of TreeROI & Owner of Monkeyman’s Tree Service
Discovery
We start with your numbers, not a template: revenue, crew count, close rate, where your leads come from today, and what's actually holding the business back.
Full Operational Audit
We go through every tool you're paying for and every step between a phone call and a paid invoice. You get a clear picture of what's working, what's duplicated, and what's costing you money.
Build Plan
Together we agree on the buildout: pipeline stages, job types, crews, automations, and which marketing channels get turned on first. Nothing gets built until you've signed off.
Onboarding Sprint
We configure the CRM, migrate your data, connect your ad and phone accounts, optimize your site and Google Business Profile, and set up reporting. You're operational in weeks, not quarters.
Measurement
Leads, close rate, job cost, and revenue by source all land on one dashboard. If a channel isn't paying for itself, you'll see it before the month closes.
Ongoing Optimization
Marketing and operations both need continuous work. We keep tuning campaigns, SEO, automations, and workflows, and we meet on a set rhythm to review what the numbers say.
WHY WORK WITH TREEROI?
There is no shortage of people who will sell you software or sell you leads. Very few have run the crew themselves.
Built by an operator, not an agency
The systems you're buying were built to run a real tree service that grew from $0 to over $5M. They existed before they were a product.
Marketing and operations, one vendor
Most agencies hand you leads and stop there. We also run the scheduling, job costing, and invoicing those leads turn into.
One flat price, no surprise invoices
Starting at $2,950 a month covers the platform. No per-seat CRM fees, no per-tool add-ons, no bill that grows every time you add a crew member.
Your accounts stay yours
Your domain, Google Ads, Business Profile, and customer data are in your name. If you ever leave, you leave with all of it.
Numbers you can act on Monday
Reporting is built around close rate, cost per lead, and job profitability, not impressions and reach that look good and change nothing.
Ad spend stays in your accounts
We manage the campaigns and the creative. The budget goes directly to Google and Meta, and you can see every dollar of it.
Training comes with it
Every account gets the all necessary training library covering hiring, selling, pricing, insurance billing, and the weekly operating rhythm.
We'll tell you if you're not a fit
We're deliberately selective. If the platform won't pay for itself in your business, we would rather say so on the first call.
IS THIS FOR YOU?
We work closely with a limited number of companies, so we would rather find out early whether this is the right fit for both of us.
Are you ready?
- Are you serious about growing past your current ceiling?
- Is your tree service already doing $1M or more a year?
- Are you paying for marketing that isn't producing traceable jobs?
- Are you juggling separate tools for CRM, ads, scheduling, and invoicing?
- Do you want a business that keeps running when you're not on site?
- Are you willing to actually implement the systems, not just buy them?
If you answered yes to most of these, the next step is a call. If you didn't, we'll tell you that too.
What changes when it's one system
Typical monthly savings on tooling
Tools the average $3M company juggles
Login, dashboard, team and price
YOU'RE ALREADY SPENDING THE MONEY.
WE JUST MAKE IT SIMPLER, BETTER, AND FAR MORE PROFITABLE.
Book a demo and see your whole business leads, jobs, crews, cash and marketing on one dashboard.