Job IntakeTree service
First estimate in minutes for tree jobs
Removals, trimming, storm damage and stump grinding. Homeowners answer a few questions on your website, day or night, and add photos taken from a safe distance. You get a job report by email.
On your website
What your customer sees
A homeowner taps "Get a free estimate" and the chat opens. It asks one question at a time and takes photos straight from the phone camera.
- Chat: Hi! I'm the automated intake assistant for Humptulips Dryocopus Tree Service. I'll ask a few quick questions so the team has everything they need, then they'll get back to you. What do you need done?
- Customer: We would like a big maple taken down in the backyard. It leans toward the house.
- Chat: Got it. What's the ZIP code where the tree is?
- Customer: 98058
- Chat: Thanks, that's in the service area. Is a tree or branch on a house, a car or a power line, or blocking a driveway or road right now, or is anyone hurt?
- Customer: No, nothing like that. It is close to the power line to the house, though.
- Chat: Thanks for telling me. About how tall is the maple compared with the house, and can a truck get close to it?
- Chat: One note: please stay at least 35 feet away from any power line and anything touching it, and don't trim or cut near a line yourself. If a line is down or a tree is on a line, call the utility or 911.
Tree service questions
The questions it asks for tree jobs
Each trade gets its own question set. These are the ones for tree work.
- 01
What needs doing
A removal, trimming or pruning, storm damage, a stump to grind, or a tree they are worried about
- 02
Anything on a house, car or line
Or blocking a driveway or road, or anyone hurt, so you know how fast to call back
- 03
The tree
Height compared with the house, the kind of tree, and how close it is to the house, a fence or power lines
- 04
Access
Whether a truck can get close, or the tree is in a backyard behind a fence or gate
- 05
Cleanup
Haul the wood and branches away, and grind the stump too
- 06
Timing
As soon as possible, a set date, or just planning
- 07
Photos from a safe distance
The whole tree, what it leans over or touches, and the base of the trunk
- 08
ZIP code
Checked against your service area before anything else
Photos
Photos it asks for
The chat asks for each photo by name, with a short tip. Customers can add up to 5.
-
The whole tree
From a safe distance, with the house or fence in the shot
-
What it leans over or touches
A roof, a fence or a line; stay well back and zoom in
-
The base of the trunk
Roots, cracks or lifted soil at the bottom
-
Where a truck would park
The driveway, gate or side yard
The job report
What you get
A job report by email for every request, with the answers, the photos and a suggested range from your price list. The customer sees no price until you approve it.
Remove a large maple leaning toward the house, near the service line
Urgency: Planned- Customer
- Dana Whitlock
- Phone
- (555) 010-0125
- [email protected]
- ZIP
- 98058
Needs a site visit
Matched: Tree removal Approve and send to customer The customer sees nothing until you approve.-
Urgency up top
The job in one line, marked Planned or Emergency.
Remove a large maple leaning toward the house, near the service line
Urgency: Planned -
Questions to ask on the call
Based on what the customer said and what is still missing.
Ask on the call
- Will the utility need to drop or cover the service line first?
- Is there room to fell it, or does it come down in pieces?
- Haul everything away, or leave the wood cut to length?
- Grind the stump as well?
-
What the photos can't confirm
So you know what to check when you see the job.
What the photos can't confirm
- Decay inside the trunk
- Exact height and lean
- Root condition under the soil
Urgent calls
Urgent calls
When a homeowner types words like these, the chat stops asking questions and points them to you right away.
- tree on the house
- tree fell on the car
- branch on the power line
- power line down
- tree blocking the driveway
- someone is trapped
Shows the call card
A call button with your number, and a line to call 911 if anyone is in danger.
Alerts you
An email marked Possible emergency, with the customer's number when they gave it.
- Chat: Hi! I'm the automated intake assistant for Humptulips Dryocopus Tree Service. I'll ask a few quick questions so the team has everything they need, then they'll get back to you. What do you need done?
- Customer: A big tree came down in the storm and it is lying on our roof.
Please call the team
This could be urgent. If anyone is in danger, or you see fire or smoke or smell gas, call 911 now. Stay at least 35 feet away from any downed or sagging power line and anything it touches, and call the utility or 911. Don't touch, move or cut a tree or branch that is near a line. Otherwise please call Humptulips Dryocopus Tree Service right away at (555) 010-0158.
Call (555) 010-0158Humptulips Dryocopus Tree Service: possible emergency
Possible emergency
Morgan Ellery reported a tree down on the roof after a storm at 6:15 AM.
They were told to call you at (555) 010-0158. Their number is (555) 010-0124.
Call Morgan Ellery Open the job report Powered by GKTech SolutionsFAQ
Questions owners ask
Something else on your mind? Ask us when you try the demo.
Will it work with my website?
Most likely. Job Intake is added to your site as a short script tag or a "Get a free estimate" button, and the chat opens on top of your page. If your website lets you add a snippet of code, it can run there. If you are not sure, we check it with you.
Who sees the price?
You do, first. Tree jobs in this example are set to need a site visit, so the job report says so and shows no range. Where your price list has a range, the customer sees it only after you tap Approve and send.
What if it's an emergency?
When a customer types words like tree on the house, branch on the power line or tree blocking the driveway, the chat stops asking questions and shows a card with your phone number, a line to call 911 if anyone is in danger, and a line to stay at least 35 feet from any downed line and call the utility. You get an email marked Possible emergency, with their number when they gave it. A line mentioned with nothing touching it gets a fixed safety note in the chat, and the intake carries on.
What does setup take?
We set it up with you: your service area, the questions for your trade, your price list and the inbox for job reports. On your website it is one script tag or button.
What happens to customer data?
Each business's requests are stored separately, and the details go only to that business. Photos are kept in private storage, and the link in each job report is signed and expires.
Live demo
Try it as a customer
Play the homeowner. The job report goes to your inbox, the way your customers' requests would reach you.
- 01Tell us where to send the report
- 02Answer as a homeowner on an example business site
- 03Open the job report in your email
Demo running
You're the homeowner now
Answer the way your customers would. When you send the request, the job report goes to your inbox.
- 01Describe a job, for example a tree to take down or a stump to grind
- 02Add a photo or two from your phone
- 03Send it, then check your email
The demo is open
Check your inbox.
The job report for this demo is on its way to .
The request isn't sent yet.
The job report goes to after you tap Send to the team at the end of the chat.
You've run a few demos today. Come back tomorrow, or book a call and we'll walk you through it.
Example screens use fictional businesses and demo data.