Arborgold

About Arborgold

Arborgold is customer management software for tree, lawn and landscape companies of all sizes designed to help streamline business processes from estimates and invoicing, to customer management and marketing. With Arborgold, office teams and production crews are able to access customer, job and billing information in real time and utilize features for bids and estimates, job scheduling, resource management, accounting, and more.

Arborgold stores all phone messages and appointments to make them instantly available to sales reps in the field. Users can search leads and customers by name, address, email, phone number, invoice number, job site, and more, and review account activity at any time. Tools for job scheduling allow jobs to be broken down into several tasks or services, and provide users with the fastest way to each job site by automatically organizing all jobs by best possible route. Users can filter any unscheduled work by area, type, inventory, equipment, and visualize them on a map.

Arborgold’s proposal module comes with a variety of existing templates, and also allows users to custom design proposals and templates for repeated use. Tools for billing and invoicing automatically queue up billable jobs for invoicing in real time, once work orders are marked as complete. Users can bill services either together or separately, and send accurate invoices to clients via email or print, for immediate payment. Integration with QuickBooks helps avoid manual entry of transactions, and new customers and service items are automatically entered in to the system.

Automated email marketing features are useful for announcing new services and followups, and allow for cross-selling to help uncover new sales from existing customers. The voice broadcasting feature allows office teams to set up new service notifications, on-site job appointment reminders, past due invoice reminders, and more.