Powerful Integrations with QuickBooks and HubSpot
ArborNote's integrations with QuickBooks and HubSpot CRM create a powerful ecosystem for arborist businesses, streamlining financial management and customer relationships from initial contact through payment.
QuickBooks Integration
- Real-time estimate syncing from ArborNote proposals
- Automatic customer profile creation and updating
- Batch processing capability for multiple proposals
- Mobile and desktop synchronization options
- Customizable estimate templates that mirror ArborNote's format
HubSpot Integration
- Unified customer data across platforms
- Automated deal pipeline updates
- Seamless contact management
- Enhanced lead tracking and nurturing
- Integrated communication history
Integration Benefits for Tree Care Businesses
Transform your operations with automated workflows that eliminate double data entry and reduce administrative overhead. The integration ensures consistent pricing, accurate financial reporting, and improved customer relationship management.
Improve Operations
- Single-click syncing
- Bi-directional data flow
- Real-time updates across platforms
- Cloud-based
- Mobile-friendly interface
This integration empowers arborists to focus on tree care while maintaining professional business operations. Automated workflows reduce errors, save time, and provide a comprehensive view of business performance.
For detailed setup instructions or technical support, contact our customer success team. Get started today to streamline your business operations and enhance customer service.
ROI Impact:
- 75% reduction in administrative time
- Eliminated double-entry errors
- Faster payment processing
- Improved cash flow management
- Enhanced customer satisfaction
Transform your arborist business with ArborNote's integrated solution. Experience the power of connected systems that grow with your business.
Tap into ArborNote's Open API with the Enterprise plan
ArborNote's Open API enables frictionless integration with your tech stack. The API supports real-time access to proposal data, customer information, scheduling, and financial metrics, allowing businesses to create tailored solutions that align with their specific operational needs.
Through industry-standard APIs and comprehensive documentation, businesses can build custom connections to enhance workflow automation, data synchronization, and reporting capabilities. Whether connecting to CRM systems, accounting platforms, or custom business tools, ArborNote's API provides a secure and scalable foundation for digital transformation in the tree care industry.
BOOK A DEMORecommended by Industry Leaders
Real Experiences Shared by Commercial Tree Service Business Owners
ArborNote is our sole tree mapping, estimating and scheduling platform. It’s ease of use to gather and analyze client information make it a core part of how we operate and grow our business.
Andy LaVellePresident and CEO - ArborMD
ArborNote has helped me save countless hours as a business owner, so I can focus on other aspects of running a tree care company.
Larry MartonyManaging Partner - The Arbor Group
ArborNote has helped our business stay organized and maintain growth. The interface between the proposals and work orders are seamless. We know what’s going on at each job site and can respond to anything that requires attention right away.
Darren DiazCEO - David's Tree Service
Frequent Asked Questions
Most Common Asked Questions Answered Here!
Can I easily share my tree data with others?
Yes, ArborNote is loaded with ways to share your data with others. Forwarding individual tree details explaining an emergency situation or sending a maplink for an entire inventory are as simple as a couple of taps or clicks. You are also able to share entire projects with full access with other ArborNote users, or provide read-only access to projects to anyone whether an ArborNote user or not.
Can I schedule my crews with ArborNote?
ArborNote has the most robust scheduling tool in the industry. You can create individual calendars for each yard, or even for each crew if you like. Approved Proposals are dragged and dropped into the calendar to create and schedule a Work Order. ArborNote allows you to schedule your crews and ALSO your equipment to prevent the double-booking of resources. Easily see and keep track of the $s and/or crew hours scheduled each day to ensure that productivity goals are met. Re-scheduling is as easy as dragging a scheduled to Work Order to a new date and/or a different calendar. At your option, automatically send emails to your clients informing them when work has been scheduled, re-scheduled or completed.
What is the ArborNote Works app?
ArborNote Works is our “Crew App” and is complementary to the ArborNote app. ArborNote Works is a simple to use, lightweight application for your crew leaders to use to clock their crews in and out, track completed work, add extra work, measure job profitability, and provide your customers with real-time updates regarding job completion status. ArborNote Works is essential for understanding the profitability of each job.
Does ArborNote sync with accounting software?
Yes, ArborNote syncs with both Quickbooks Online and Quickbooks Desktop.
Does ArborNote provide Plant Health Care features?
Yes, the ArborNote PHC module was built to address the specific proposal creation, equipment scheduling and billing needs that are unique to PHC.
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