Built for tree services
Automate Workflows, Generate Estimates & Invoices, and Follow up with clients... Effortlessly!
One platform for arborists and tree crews: assessments, estimates, crews, fleet, invoicing, eSign, and marketing, from the first call to the final rake.
Real screens: work order creation and the Tree Estimate builder, start to finish
Everything you need in one platform.
A complete suite of intelligent tools designed specifically for tree service companies: removals, pruning, stump grinding, plant health care, and storm work.
Project Manager
Connect every phase of every job, from first inquiry to final walkthrough and payment, while streamlining scheduling, estimates, documents, and site communication.
Click to learn moreFleet Manager
Track every truck, chipper, and grinder in real time, optimize routes, and reduce windshield time so you complete more jobs per day with the same crew.
Click to learn moreInvoicing and Estimates
Assess every tree, price it on the spot, and send the estimate before you leave the driveway. Invoices linked to your payment vendors and QuickBooks.
Click to learn moreeSignature
Syncly360 eSign removes the delay of wet signatures. Proposals, waivers, and permit letters signed in seconds from any smartphone, with unlimited envelopes.
Click to learn moreAutomated Transaction Sync
Keep your schedule and job board updated in real time so your crews always know where to be next. No manual updates, no whiteboard juggling.
Click to learn moreRoute Tracking and AlertsComing 2026
Customers see the truck coming, get an automatic "on the way" text, and every arrival is time-stamped for the record.
Click to learn moreProject Manager
Create a work order in four steps from your phone, then assign the crew, add scope, and upload photos as the job moves. The schedule and the job board update together.
- 1Basic informationWork order type (service call or maintenance), customer, and site address. Add it to a pipeline if it is still a lead.
- 2SchedulingJob category, appointment date and time, and priority.
- 3TermsPayment terms, approval for extra work, weather-dependent flag, utility locate, permits, and gate or pet instructions.
- 4Review and createConfirm the details and create the work order. Assign the crew and upload photos afterward.
Create Work Order wizard, step 1 of 4
Fleet Manager
Bucket truck, chip truck, chipper, stump grinder: one map, live. Dispatch sees every run, and customers hear "12 minutes" instead of "sometime this afternoon."
Invoicing and Estimates: the Tree Estimate builder
Each tree gets its own assessment and price, crews and equipment come off a built-in rate card, and the estimate, invoice, and tree evaluation are generated from the same record, then synced to Syncly360 and QuickBooks.
- Per-tree assessment: species, height, DBH, condition, inspector findings, targets, and risk
- Rate card for lift crews, hazard crews, chip crews, crane, grapple truck, and stump grinder
- Price by tree or one price for the whole job, with discount and deposit
- Estimate, invoice, and tree evaluation report in your branding, sent for signature with Syncly eSign
- Linked to your payment vendors and QuickBooks to accelerate cash flow
Tree Estimate builder inside the Project Manager portal
Syncly360 eSign
Built in, with unlimited envelopes and no per-signature fees. No third-party e-sign subscription.
Automated Transaction Sync
The schedule and the job board update together, so the office and the field see the same day.
Route Tracking and Real-Time Notifications Coming 2026
Let the homeowner watch the crew approach, the way a rideshare app works. They move the cars and bring the dog in before the chipper backs in.
Communication
Unified inbox, website chat, video meetings, and real-time notifications, so no inquiry waits until the crew is back at the yard.
Click to learn moreOperations
Calendars, workflow automations, forms, documents, and job management that keep crews, trucks, and paperwork in step.
Click to learn moreSales
Websites, funnels, social planner, reviews, and reporting that turn finished jobs into the next season's work.
Click to learn moreMulti-Channel Follow-Up
Engage prospects automatically across email, SMS, and social media to stay top-of-mind from the first inquiry to the dormant-season pruning reminder.
Click to learn moreMarketing Engine
Turn every happy customer into content, reviews, and referrals with automated follow-ups and social sharing that keep your phones ringing year-round.
Click to learn moreArtificial Intelligence
Use built-in AI to analyze conversations, automate follow-ups, and surface insights so you can work smarter and win more bids.
Click to learn moreCommunication
No inquiry waits until the crew is back at the yard.
Operations
Crews, trucks, and paperwork in step.
Sales
Turn finished jobs into next season's work.
Multi-Channel Follow-Up
Automatic email, SMS, and social touches from the first inquiry to the seasonal reminder, without anyone remembering to send them.
Marketing Engine
Every finished job becomes a review request, a social post, and a referral ask, on a schedule you set once.
Artificial Intelligence
Built-in AI that reads the conversation, drafts the reply, and tells you which estimate needs a call today.
Built for every kind of tree work.
The same platform runs a two-truck residential crew and a municipal line-clearance contract.
Residential tree care
Removals, pruning, and stump grinding for homeowners, with the estimate signed at the curb and the deposit collected before you leave.
Commercial and HOA
Multi-property contracts, recurring pruning cycles, and property-manager approvals on every change order.
Municipal and utility
Line-clearance and street-tree work orders by asset, crew certifications on file, and a documented evaluation for every tree.
Storm response
Hazard calls into one inbox, crews rerouted from the fleet map, and photos on every job for the insurance adjuster.
Industry Features
The Cost of Inaction
Stop Losing Deals to Chaos
Every manual entry, disconnected spreadsheet, and overpriced tool is costing you time hand money. See the difference between patchwork systems and having everything streamlined, organized, and fully under your control.
The Syncly360 way
Centralized intelligence, automated follow-ups, and total peace of mind knowing exactly where every job stands.
- Automated lead capture from your website, chat, and text
- Estimate built on site, signed on the customer's phone, deposit collected
- Job board and crew schedule that update together
- Every truck and trailer on one live map
- Photos, permits, and waivers stored with the job
- Review and referral requests after every completed job
- One platform, one sign-in, one price
One job, the Syncly360 way
- Mon 8:02 amLead capturedWebsite quote form fills the customer record
- Mon 8:05 amAuto reply sentText and email confirm Wednesday's assessment
- Wed 10:30 amEstimate signed on siteTwo trees priced, signed on the customer's phone
- Wed 10:31 amDeposit collectedJob moves to Scheduled on its own
- Fri 7:40 amCrew dispatchedBucket truck and chipper on the fleet map, customer notified
- Fri 4:10 pmInvoice paid, review requestedFive stars land on your Google profile
The old way
Scattered spreadsheets, a whiteboard, and a nagging feeling that you are forgetting something critical.
- Leads falling through the cracks while the crew is on a job
- Estimates on paper or in a notes app, retyped later
- Dispatch on a whiteboard; the chipper ends up at the wrong yard
- Deposits and balances chased by text
- Assessment photos stranded on someone's phone
- Reviews never requested, referrals left to chance
- Five subscriptions that do not talk to each other
The same job, the old way
- MonLead lands in voicemailThe crew was on a job; nobody calls back until evening
- WedCustomer has two other bidsYou are the third company to look at the tree
- FriEstimate written on the hoodRetyped Monday night, with a typo on the price
- Day 12"Are you still coming?"Dispatch is on a whiteboard; the chipper is at the wrong yard
- Day 30Deposit chased by textPhotos stranded on someone's phone
- NeverReview requestedThe referral goes to the company that answered first
CRM Features
All-in-One CRM Platform
Automating Your Business,
So You Never Lose
Syncly360 wipes out manual data entry and puts your entire workflow on autopilot, so you can stay focused on winning business and strengthening relationships. It is built from the ground up for top-producing mortgage brokers and real estate pros who demand a CRM that works the way they do.
Custom API and webhook integrations
We can integrate with almost anything. Built on the Google ecosystem, with Syncly eSign and invoicing built in.
Follow Us
legal
© Syncly360 2026.
All Rights Reserved
333 University Avenue, Ste 200, Sacramento CA 95825