Quotes & Invoicing
Create professional quotes and invoices in seconds. Send as branded PDFs or interactive links. Track payments and chase overdue invoices.
Built for Tree Surgeons
Tree Surgeon Business Software
Photo surveys, risk assessment records, and crew scheduling for arb professionals.
Built for UK tree surgeons and arboriculture businesses. Photo-document every survey, attach risk assessments to jobs, schedule your crew with equipment notes, and keep before/after portfolios per property. Handles domestic callouts through to commercial and council contracts.
Sound familiar?
Common problems tree surgeons face every day.
Risk assessments done on paper that gets wet or lost
Crews arriving without the right chipper, climbing kit, or PPE
No before/after record to prove work quality to new prospects
Council contract paperwork scattered across emails and PDFs
Everything you need to run your tree surgery business
Every feature in the box, framed for the way tree surgeons actually work.
Smart Diary
Manage your team's schedule with drag-and-drop diary. View by day, week, or month. Colour-coded by status with Google Calendar sync.
Customer Management
Full customer history in one place. Appointments, quotes, invoices, communications, photos, and notes. Never lose context on a job.
Route Optimisation
Plan the most efficient route for your team's daily jobs. Save fuel, save time, and fit more jobs into every day.
SMS & Email
Send appointment reminders and quote follow-ups by SMS or email, and marketing campaigns by email. Reduce no-shows and win more repeat business.
Online Booking
Let customers book appointments directly from your website or booking page. Syncs with your diary and sends automatic confirmations.
For our full feature list and package pricing, view our pricing page.
How tree surgeons use Pro-cess
Real workflows that save hours every week.
1
Photo surveys from site visits attached to quotes
2
Risk assessment and method statement storage per job
3
Crew scheduling with equipment checklists
4
Before/after photo documentation for every job
Explore Pro-cess features
Dive deeper into the tools that help tree surgeons run their business.
Also used by
Other businesses in the same category running on Pro-cess.
Plumbers
Built for plumbers who want to spend less time on admin and more time on the tools.
Electricians
Run your electrical business professionally without the paperwork headache.
HVAC Engineers
Schedule installations, manage maintenance contracts, and dispatch your engineers efficiently.
Handymen
Online booking, mobile quoting, and batch-routed rounds for small-job professionals.
Frequently asked questions
Common questions about Pro-cess for tree surgeons.
Yes. Pro-cess is built for UK arb businesses from solo climbers to multi-crew operations. Photo-document surveys, store risk assessments and method statements against jobs, schedule crews with equipment notes, and build before/after portfolios that sell the next job. Works for domestic callouts and commercial or council contracts.
Yes. Attach risk assessments, method statements, TPO documentation, and council consent letters to every job. Fully searchable by customer, address, or date. At audit or insurance-claim time, everything is a minute away rather than a day-long search.
Yes. Assign climbers and groundsmen to jobs via the team diary, and use the notes field per job to list required equipment such as chipper type, climbing kit, and PPE. Your crew sees the full job brief on their phones before they leave the yard.
Yes, Xero. Connect the account once, import your contacts as customers, then send an invoice over with a button when you are ready. It is a button, not an automatic feed. Domestic work and larger commercial or council contracts sit against the right customer in Pro-cess, and equipment hire costs tracked against the job show you the real profit on each removal before anything reaches the accounts.
Yes. Upload any document (TPO applications, council consent letters, method statements) to the job record. Everything is retrievable by customer or postcode, which helps when an insurance claim or boundary dispute crops up months later.
Plans from £30/month
14 days free, no card needed. Pick a plan any time during the trial and slide straight into paid without missing a beat.