2 min read

GoHighLevel for Tree Removal & Arborist Services: Automate Estimates, Crew Assignments and Follow-Ups

Tree removal jobs are high-risk, high-ticket—and managing them manually leads to missed quotes and delays. GoHighLevel gives arborists a CRM that books estimates, dispatches crews, and automates review follow-ups.

TL;DR

  • Online quote request form with job type and urgency
  • Auto-assign crews based on license or equipment
  • Schedule estimates and removals from one dashboard
  • Send reminders, job updates, and safety waivers
  • Automate follow-ups and seasonal re-engagement offers

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Why Arborists Use GoHighLevel

Tree services aren’t just about cutting—they’re about coordination, permits, and timing. GoHighLevel centralizes it all:

  • Custom intake forms: emergency vs routine, tree type, height
  • Automated quote system with image upload (e.g. damaged trunk)
  • Scheduling view for quotes, crews, and follow-ups
  • CRM pipeline to track job stage from quote to stump removal

Key CRM Features for Tree Services

1. Quote Request & Intake Forms

  • Clients select services: removal, trimming, stump grinding, etc.
  • Upload photos of the tree or damage
  • Select urgency (24h, 72h, next week)
  • Auto-route to estimator calendar

2. Crew Assignment & Calendar View

  • Match crew to job size, license (ISA certified), or crane availability
  • Assign multiple staff if needed (ground support + climber)
  • View availability by zone or week

3. Safety and Communication Tools

  • SMS/email reminders for estimates or job day
  • Waiver and insurance PDFs sent automatically
  • Notify clients when crew is en route or job is delayed

4. Payments and Upsells

  • Send estimate and invoice digitally
  • Accept deposits or full payment online
  • Offer upsells like stump grinding or haul-away service

5. Review Requests & Reactivation

  • Review request sent post-job with photo gallery
  • Re-engagement flows: seasonal trim reminder or tree health check
  • Missed quote automation to rebook leads

Real-World Use Case: Arborist Crew in Hamilton

Before GHL:

  • Manual phone quotes
  • Hard to track crew licenses and availability
  • No structured client follow-up

After GHL:

  • Clients upload tree photos with quote form
  • ISA-certified crew auto-assigned by job type
  • Insurance and safety docs sent pre-job
  • Reviews and referrals increased significantly

Smart Automations to Use

  • "No quote completed" follow-up within 48h
  • Pre-storm maintenance campaign (email + SMS)
  • Post-job: send review + ask for referral
  • Winter pruning reminders for dormant-season work

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📓 Join the Bootcamp and build your tree service funnel


FAQs

Can clients send photos with their quote request? Yes. GHL forms support file uploads so clients can show the tree or damage.

Can I assign jobs based on certification or crane access? Definitely. You can tag crews by license or equipment and match accordingly.

Does GHL handle safety paperwork? Yes. You can send waiver and insurance PDFs as part of the workflow.

What if the job needs to be rescheduled due to weather? Just update the job status—GHL can auto-notify the client.

How can I increase recurring work like trims? Use automations to remind clients of seasonal or health maintenance.


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