Plan the work
Log the site conditions and agreed service scope
Organise site evaluations, scheduled crew visits and accurate customer invoicing for tree pruning, removal and grounds maintenance.
← All industriesSite notes, crew dispatch and job completion photos.
Log the site conditions and agreed service scope
Assign technicians or crews and schedule the visit
Keep photos and notes for customer follow-up
Every job is linked to an organisation and its customer records. The team works inside a permission-controlled workspace, while billing reflects the services actually performed.
Available through a responsive web browser, including mobile devices. The installable PWA is not a substitute for fully offline-native apps.
Different services have different records, visits and billing needs. Here are examples of how to organise the work.
Start with an accurate customer and site record, then define what success looks like.
Make clear assignments, scheduled visits and equipment or access instructions.
Finish with recorded service evidence and itemised financial follow-up.
Use this checklist as a planning reference. Adjust it to your trade, local regulations, workplace safety rules and the customer's agreed scope.
Start with a free browser-based estimate or invoice, or use the connected business workspace to link work directly to a client and job.
Yes. Authorised field users can upload private job photos. Managers control whether a photo is shared with a linked customer.
Staff can access role-appropriate jobs, assigned visits, customer history and permitted financial workflows in the ZelvotriX web app.
No. Arborist risk assessments and safety procedures remain external professional responsibilities.
Yes. The existing photo module uses private storage and manager-controlled client visibility.
Keep your people, customers and work moving on one platform.