Tree Service Companies
Connect your tree care software, accounting, payroll, and equipment records so you can see which jobs, crews, and service lines actually make money. Cass & York builds custom AI-assisted document processing and software integrations that reconcile crew hours, equipment costs and storm invoices, with human review for uncertain records.
Residential, commercial, and municipal tree care companies running several crews or several locations, including operators that have grown through acquisition and now run more than one system.
Show Us Your Workflow[01] Where systems separate
Where the estimate and the job stop matching.
- 01Estimated crew hours and actual crew hours live in different places, so nobody knows whose estimates run long
- 02Bucket truck, chipper, and stump grinder hours are tracked on paper or not at all, so equipment cost never reaches the job
- 03Crane rentals and subcontracted operators are billed weeks after the job closes and land in overhead
- 04Disposal tickets and dump fees sit in a folder instead of on the job that produced them
- 05Storm work is booked fast and invoiced late, with its revenue mixed into regular removals
- 06Plant health care programs renew each year, but application records and program revenue sit apart from removals and pruning
[02] The software in place
The systems we usually find.
Most tree care companies already run software built for the trade. The gaps sit between that software, payroll, equipment, and accounting, and between locations that chose different products.
Tree care platform
ArboStar
Estimating, scheduling, crew and equipment tracking, and job costing at many tree care companies. We come in when the answer also needs payroll, fleet, or accounting data.
Tree care platform
Arborgold
Proposals, tree inventories, and plant health care programs, used by companies with recurring care and commercial accounts.
Field service platform
SingleOps
Used by tree care and landscape companies, and often still running at a location a larger operator bought.
Field service platform
Jobber
Common at smaller tree companies, including ones that later become an acquired location.
Accounting
QuickBooks Online
Where payroll, workers' comp, equipment, and disposal costs land, usually organized differently from jobs in the field platform.
Disposal and equipment
Dump tickets and equipment logs
Debris weights, landfill fees, and machine hours that rarely tie back to the job that produced them.
[03] Questions worth answering
Numbers tree care owners ask for that no single system can answer.
- 01Revenue per crew hour
- Job revenue divided by actual crew hours on site, by crew, service line, and estimating arborist.
- 02True job margin
- Labor, workers' comp, equipment hours, crane and subcontractor cost, and disposal fees subtracted from each job instead of averaged across the month.
- 03Equipment utilization
- Hours each bucket truck, chipper, crane, and stump grinder actually worked compared with hours available.
- 04Estimate accuracy by arborist
- Estimated hours compared with actual hours, so pricing problems are traced to the estimator and job type that cause them.
- 05Backlog in crew weeks
- Sold work waiting to be scheduled, measured against crew capacity, so sales and operations agree on how far out the calendar really is.
[04] What we build
Keep your tree care software. Build what's missing around it.
Revenue per crew hour is often the first report, since it needs crew time, equipment, and invoices together. We connect those sources and grow the reporting from there.
01
Estimated versus actual job costing
Dashboards & Reporting →02
Equipment hours and cost tied to jobs
Systems Integration →03
Crew and arborist profitability dashboards
Dashboards & Reporting →04
Storm work tracking and invoicing
Dashboards & Reporting →05
Plant health care programs and application records
Document Intelligence →06
Combined reporting across acquired locations
Unified Data Platforms →07
AI-assisted processing of tree job estimates, equipment logs and disposal tickets, with validation and exception review before updating source systems
Document Intelligence →
[05] In practice
What this looks like in practice.
The crane day that lost money
A removal is estimated with a crane, but the rental invoice arrives two weeks later and lands in overhead. We match crane, subcontractor, and disposal costs to the job, so the margin report reflects what the removal actually cost.
After the storm
Crews work long days on emergency calls, and jobs are written up in the truck. We separate storm revenue and costs from regular work and list completed jobs that haven't been invoiced yet.
Two companies, two platforms
A company buys a competitor that runs a different tree care platform. We map both systems to the same service lines and margin math, so leadership sees combined backlog and crew productivity while the migration decision waits.
[06] Relevant work
Work that shows how we approach it.
[07] A practical starting point
Connect the systems. Unify the data. Build the workflow.
01Connect
Pull estimates, jobs, crew time, equipment hours, and plant health care programs from your tree care platform, plus payroll, rentals, and disposal costs from accounting.
02Unify
Match customers, jobs, and equipment across systems, agree on cost per hour for each machine and crew, and flag jobs and invoices that don't reconcile.
03Build
Deliver the dashboard, reconciliation, or workflow your team asked for, with every number traceable to the job and crew behind it.
[08] Questions
Tree Service Companies: common questions
Do we need to replace ArboStar or our current tree care software?
No. ArboStar or your tree care platform keeps running estimates and crews. We add equipment hours, dump tickets, and accounting so revenue per crew hour reflects the real cost of each job.
Can you combine reporting across tree companies we acquired that use different software?
Yes. We map each location's jobs, customers, and accounts to shared definitions so crew productivity, backlog, and margin can be compared and rolled up.
How do we get equipment costs onto each tree job?
We pull machine hours from your field platform, telematics, or crew logs and apply a cost per hour for each bucket truck, chipper, and grinder. Each job then carries its share of equipment cost next to labor and disposal.
Can we see which arborists' estimates run over on crew hours?
Yes. We compare estimated and actual hours on every job and group the results by estimator, crew, and job type, such as removals, pruning, and crane work.
Can you track plant health care applications and renewals?
Yes. We combine program enrollments, application records, and renewal status with the rest of each customer's history, so plant health care revenue and records sit next to removals and pruning.
Can AI automate tree job estimates, equipment logs and disposal tickets for tree service companies?
Yes. Cass & York can build a workflow that extracts structured details from tree job estimates, equipment logs and disposal tickets, matches them to records in ArboStar and Arborgold and accounting, and flags missing or ambiguous information for staff review. The integration can reconcile crew hours, equipment costs and storm invoices without requiring replacement of your existing core systems.
[09] Start with the process
Show us the workflow your existing software can't handle.
You don't need a technical specification. Walk us through the process, the systems involved, and where your team is losing time.
Book a Workflow Call →