Keep inspection notes with the quote
Useful when access, tree condition, and site detail affect the price and scope.
Tree surgeon quoting software for UK sole traders and small teams
Tree surgeon quoting software for inspection-led jobs and clear approvals.
Tree work quotes are rarely simple. You need to account for the inspection, the scope of reduction or removal, access, safety considerations, waste handling, and any stump work before the customer is even ready to book.
Soleify helps you send a clearer quote quickly, keep open quotes visible, follow up before the job disappears, and use the accepted scope as the basis for invoicing.
It is made for quoting, quote tracking, follow-up, and quote-to-invoice, not for replacing a broader operations platform.
How quoting usually goes wrong for tree surgery work.
The visit is inspection-led, but the quote still needs to explain the work clearly before anything gets booked.
- Reduction, removal, stump grinding, and waste handling all need to be separated clearly.
- Access constraints and site-specific risk considerations are easy to lose once you leave the inspection.
- Customers may ask for one version with stump work and another without.
- Waste, chip removal, and tidy-up scope can be misunderstood if it is not written down properly.
- You need a clear acceptance before any work is scheduled.
That often results in delayed quotes, unclear scope, and too much back-and-forth before the customer actually approves the job.
For smaller tree surgery businesses, the main gain often comes from a cleaner quoting and follow-up process, not a larger field system.
How Soleify helps tree surgeons stay on top of quotes.
Soleify helps you keep the inspected detail, the open quote, and the accepted scope connected all the way through to invoicing.
Separate the work clearly
Show reductions, removals, stump grinding, and waste handling in a way the customer can approve properly.
Handle optional scope more cleanly
Useful when the customer wants one price with stump work and another without.
Track open quotes before the trail goes cold
See which inspected jobs still need follow-up instead of relying on memory.
Follow up with the right context
Keep the customer and tree-work detail together when it is time to chase the quote.
Invoice from the accepted scope
Use the approved quote as the starting point instead of rebuilding the job detail from scratch.
Product proof
See the product behind the quote.
See how Soleify keeps tree surgery quotes clear on inspection detail, optional scope, and open work that still needs an answer.
Screenshots show real parts of Soleify. Example names and job details are illustrative only.
Quote builder view
Build a clear quote while the visit is still fresh
Add the customer, itemise the work, and keep the job details together instead of rebuilding them from texts later.
Open quote tracking
Know which quotes are still open
See quote status in one place so follow-ups do not depend on memory, scraps of paper, or scrolling back through WhatsApp.
Example tree surgeon workflow.
You inspect a mature tree for crown reduction. The customer also wants a second price that includes full removal, stump grinding, and chip removal.
1. Capture the inspection detail
Store the customer, site access, and scope notes while the visit is still fresh.
2. Build the quote with clear options
Separate the reduction from the removal, stump work, and waste handling so approval is clearer.
3. Keep the quote visible while they decide
If the customer needs time to choose scope, the quote still stays visible for follow-up.
4. Invoice from the accepted version
Use the approved scope as the basis for invoicing instead of rewriting the whole job.
Example tree surgeon quote structure.
Illustrative only. The quote should help the customer understand exactly what work they are approving.
Main sections
- Reduction, removal, or pruning scope.
- Stump grinding if relevant.
- Waste, chip removal, and tidy-up.
- Optional alternate scope.
- Access-related labour detail if relevant.
Helpful notes
- Inspection assumptions and access notes.
- What is excluded from the quote.
- Site-safety or timing notes if relevant.
- What happens after acceptance.
- How the customer approves the quote.
Good fit.
- You quote inspection-led tree work regularly.
- You need access notes, scope options, and waste detail kept clearer.
- You mainly need open-quote visibility and follow-up.
- You want accepted quotes to flow into invoices without extra retyping.
Not the right fit.
- You need workforce scheduling, dispatch, or deeper operational controls.
- You need broader field-service workflows in one system.
- You run a larger operation with more complex post-booking processes.
Helpful next pages.
- Quote follow-up tracking if inspection quotes often sit undecided.
- Quote-to-invoice if accepted jobs still create repeat admin.
- Missed quote follow-ups if work is going cold quietly.
- How to follow up a trade quote for practical follow-up wording.
Tree surgeon FAQs.
Can I separate reduction, removal, and stump work?
Yes. That makes approval clearer when the customer is choosing between different levels of work.
Can I keep access and waste notes with the quote?
Yes. That helps keep the scope grounded in what you actually inspected on site.
Is Soleify a full tree work operations system?
No. It focuses on quoting, open quote tracking, follow-up, and invoicing for smaller trade businesses.
Can I keep quotes visible before the work is scheduled?
Yes. That is exactly where Soleify is meant to help: the stage before the job is booked in.
Keep inspection quotes clear before the chainsaws come out.
Show scope, access, open quotes, follow-ups, and invoicing in one simpler workflow.