Field operations platformTree service

A field operations app for Top Tier Tree

The estimate gets written on a phone at the property with the crew already picked. The customer signs online, and the work order, the schedule, the invoice and the books all come out of that same record.

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Client: Top Tier Tree, Sulphur, Louisiana
Industry: Tree service
What it is: Field operations platform
Status: In daily use since June 2026

4 hrs to 20 minfrom estimate to invoice for each customer, by the owner's count

3,083records moved from the old invoicing app, none failed

95invoices synced to the books with nobody retyping them

Try similar software

Software similar to the one we built for Top Tier Tree, not their exact software. Every customer, job and dollar in it is invented; none of it comes from Top Tier Tree's data. Every change you make saves only in your own browser.

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EstimatesSchedulerPhoto markupInvoicing

BeforeSulphur, Louisiana

Four tools that didn't talk to each other.

The company ran on an invoicing app, a card processor, a call tracker and a spreadsheet. When a customer signed an estimate, the office got a notification and retyped the job into the spreadsheet.

There was no shared schedule. Everyone kept their own, and the team went over the day together on a TV each morning. A work order was a copy of the estimate with the prices zeroed out, so the crew lead called back for missing details once or twice a week.

“We have to go in here, manually plug in their names... basically our only dashboard to know what jobs we have. There's no reason these two things can't talk to each other.”

T.P., Owner, Top Tier Tree

What we built

The owner stops being the router. Nothing gets retyped between the truck and the books.

Estimates written at the property

Line items with a separate crew task for each, photos with markup, a satellite drawing, hazards and crew-only notes, all on a phone.

The crew is picked on the estimate

The foreman and crew are chosen while estimating, so a signed job arrives with its crew already attached.

Signed means sold

The customer signs and pays the deposit online, and the work order and the deposit invoice build themselves.

One schedule everyone shares

Jobs sit on one calendar colored by service and move with a drag when it rains. Each foreman gets the day's jobs at 5:45 a.m.

The crew runs it from a phone

The work order carries the notes, hazards, tasks, drawing and photos, and the job can't close until every task is checked or explained.

Invoices and books, handled

A draft invoice is waiting when the job is done, card payments record themselves, and invoices and payments sync to the books every morning.

“We do twice, three times as many estimates as we do jobs. So if there's any place to take out the friction, it would be there.”

T.P., Owner, Top Tier Tree

This is what we built for Top Tier Tree. The demo above is similar software on invented data, not their system.

Step by step

Who does each step, before and now.

StepBeforeNow

Step 1The call

Before

OwnerAnswers, keeps notes, and tracks the lead in a spreadsheet and on paper

Now

OfficeEnters the customer and books the estimate visit
AutomaticRecords every call, summarizes it with action items and matches it to the customer
AutomaticPosts new leads and calls worth a look to the team chat

Step 2The estimate

Before

EstimatorWrites it in the invoicing app, with crew notes in a shorthand the customer could see

Now

EstimatorWrites it on a phone at the property and picks the foreman and crew
AutomaticKeeps crew-only notes, marked-up photos and the hazard list on the same estimate, saving as it goes

Step 3Sending it

Before

OfficeEmails it from the invoicing app and tracks follow-ups by hand

Now

EstimatorSends it by email or text
AutomaticSends it from the company's own address and tracks when it's opened
AutomaticShows how long each estimate has waited for an answer

Step 4The yes

Before

OfficeGets a notification, then retypes the job into the spreadsheet

Now

CustomerSigns on a phone and pays the deposit
AutomaticBuilds the work order with the notes, photos, hazards and crew attached
AutomaticRaises the deposit invoice and tells the team it's sold

Step 5The schedule

Before

EveryoneKeeps their own calendar, then goes over the day on a TV each morning

Now

OfficePicks the day
AutomaticPuts the job on the calendar with its crew and its length from the estimate
AutomaticSends each foreman the day's jobs at 5:45 every morning

Step 6The job

Before

OfficeCopies the estimate with the prices zeroed out
Crew leadCalls back for missing details

Now

CrewRuns the job from the work order on a phone
AutomaticShows the notes, hazards, tasks, drawing and photos, and asks for the safety form to start
AutomaticWon't close the job until every task is checked or explained

Step 7The invoice

Before

OfficeConverts the estimate in the invoicing app and sends it

Now

AutomaticDrafts the invoice the moment the job is done
OfficeReviews it and sends it with a pay button

Step 8The books

Before

OwnerMarks it paid in the spreadsheet
BookkeeperEnters and codes every invoice by hand

Now

AutomaticRecords card payments with the fee split out
AutomaticSyncs invoices and payments to the books at 5 every morning
OfficeRecords cash and check payments

The software does part of the work at 8 of 8 steps. A person still reviews every estimate and invoice before it reaches a customer.

Results

Off the old app in July, and the books keep themselves.

By the owner's own count, the paperwork from estimate to invoice went from about four hours per customer to about 20 minutes.

The team ran both systems side by side for about six weeks, then left the old invoicing app behind after July 24. All 3,083 records came across with none failing: 1,214 invoiced jobs and 1,869 open estimates, along with 1,915 customers and 1,875 photos.

The books went live on July 28. Since then every sent and paid invoice has reached the accounting software on its own, 95 of them by early October. Both owners, the estimator and the foreman use it every day.

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