3 New Ways to Sell, Schedule & Manage Work

Three major new features have been released that are designed to simplify everyday work, from building proposals to managing your schedule.

Give clients more choice with optional proposal items

Create one proposal with both required and optional work. Clients can choose the services they want, see their total update automatically, and approve their final selections without your team creating multiple versions of the proposal.

Read the full help desk article

Optional items in an ArborNote proposal

Make scheduling easier with AI

Stop searching through calendars for the right opening. The AI Scheduling Assistant can recommend the best time for an approved job or help find the right approved job to fill an opening, taking crew availability, drive time, and equipment into consideration.

Read the full help desk article

AI Scheduling Assistant in ArborNote

Manage PHC work in one calendar

A dedicated PHC Scheduler brings approved treatments and scheduling together. Assign treatments to PHC crews and resources, group treatments into visits, and easily move or adjust scheduled work.

Read the full help desk article

PHC Scheduler calendar in ArborNote

Three new ways to spend less time managing the details and more time getting work done.