🚀Quick Start Guide

This guide will walk you through the essential steps to help you master ArborNote.

Topography

Quick links

  1. Manage Users 🖥️
  2. Dashboard & General Settings (🖥️📱)
  3. Add Projects (🖥️📱)
  4. Create Proposals (🖥️📱)
  5. Schedule Estimates (🖥️)
  6. Send Invoices (🖥️)
  7. Work Orders and Managing Crew (🖥️)
  8. ArborNote Works Crew App (📱)
  9. QuickBooks sync (🖥️)

Manage users and set an “Arborist” 

See how to add and remove users and assign “Arborists” in your account so you can schedule their time on the “Estimator appointments calendar”

 

Dashboard & General Settings

See general settings, and edit service and custom fields

Create New Project

Input your property, client, and map your property

Create New Proposal

Build professional, company-branded proposals with live maps

Schedule your Estimator/Arborist

Choose the right teammate and schedule their appointments

 

Send Invoice

Collect payment seamlessly

 

Create a Work-order and manage your crews

Dispatch the right crews and resources to your appointed jobs

 

ArborNote works (Crew App)

How your crew leader can leverage ArborNote to get the job done with precision job tracking

 

QuickBooks Sync

How to sync your proposal information into your QuickBooks account (Online or Desktop available)