Hit Record and describe the job — TreeBidly builds a professional estimate in your words. Send a branded PDF or copy line items into your CRM.
Settings — customize templates, rules & company details · Pipeline — track estimates from draft to completion · Follow-ups — reminders for pending estimates
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Try to mention: trees, services, sizes & locations on property
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Type Description
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Type Job Description
Generating Estimate
Transcribing recording...
🎙voice-note.m4a
Estimating
Estimate
Estimate
Job Card
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This estimate was sent to the client. Editing may change what they saw.
Pricing Options
One price for the whole job. Line items still show on the client PDF.
Price each line item individually. Great when clients want to pick and choose.
$
$
Line Items
0 items
Total
0 items
$0
Tax (0%)$0
Total with Tax$0
Status
Location
Scheduling
Crew
Alternate Crew
Optional — if this job could be done with a different crew.
Tools & Equipment
Notes
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Share Estimate
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Saved to your pipeline
Share it below or record your next one.
Send to Client
Download or email the estimate to your customer.
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View Client PDF
Preview your branded estimate, then download
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✉️
Email Estimate
Send to client, your office, or yourself
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📋
Move to Sent Pipeline
Track this estimate in your pipeline as sent
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Internal Job Card
When you win the job and it's time to schedule, use the job card for crew notes, equipment, access details, and scheduling info.
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View Job Card PDF
Preview internal reference, then download
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Internal Job Card
Copy Line Items into Your CRM
Already use Jobber, Arborgold, SingleOps, or another system? Copy and paste these line items directly.
Find this estimate in your Pipeline.
Pipeline
Tip: Your pipeline tracks every estimate through its lifecycle: Draft → Sent → Won → Scheduled → Completed (or Lost). Tap a stage button on any card to move it — you'll be asked to confirm.
Use the 🗂 Flip to Job Card button on any card to see crew, equipment, and scheduling details. The 🗂 button in the top bar flips all cards at once.
Time in stage:Green = on track · Yellow = needs attention, act soon · Red = overdue, move it along
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Follow-ups
Tip: When you mark an estimate as "Sent," TreeBidly automatically schedules follow-up reminders. Copy the message or email the client directly from here.
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All caught up!
No follow-ups due right now. When you send estimates, follow-up reminders will appear here.
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Transcript
Estimate
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Recorded / Saved
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No transcript available.
Re-parsing creates a new estimate from this transcript. Your original estimate is preserved in history.
Settings
Tip: Set up your crew rates, output templates, and preferences here. TreeBidly uses all of these to write estimates that match your style and language.
Crew Positions
Rates are optional. They help TreeBidly calculate pricing.
Crew Positions
This is your billing rate per man-hour — what you charge the client, not what you pay the crew. TreeBidly uses this to calculate job pricing from time estimates.
Equipment Pricing
Add equipment with per-job rates. When you mention equipment in a recording, TreeBidly will automatically factor the cost into the job total — not as a line item the client sees.
Sales Tax
Show tax on estimates
Adds a tax line and adjusted total to your PDF
%
Estimate Settings
Stump Grinding Preference
Controls whether stump grinding is included in the removal description, listed as a separate line item, or asked each time.
Debris / Cleanup Preference
Controls whether cleanup language is included in each line item description, listed as a separate line item, or asked each time.
Latin Tree Names
Append scientific name, e.g. "Deodar Cedar (Cedrus deodara)"
Service Shortcuts
Define what your shorthand means. When you say "full prune" in a recording, TreeBidly expands it to your full scope of work.
Plain-English Rules
One rule per line. TreeBidly follows these on every estimate.
Output Templates
Write example output for each service. Use [tree] and [location] as placeholders. Add multiple variations on separate lines — TreeBidly will vary its output.
Removal
Covers: Remove, Fall, Take down, Lot Clearing. Add variations on separate lines.
Pruning
Covers: Prune, Trim, Deadwood, Crown Clean, Crown Reduction, Crown Restoration, Lift. If you say "deadwood the apple tree" in a recording, TreeBidly knows that means pruning. Add variations on separate lines.
Stump Grinding
Covers: Stump Grind, Stump Removal. Add variations on separate lines.
Cleanup / Debris
Add one variation per line. TreeBidly picks the best match based on your recording.
Cabling & Bracing
Covers: Cabling, Bracing, Support systems
Other / Fallback
Covers: Assessment, Consultation, Hazard, and any service not covered above.
Communication
Email templates and follow-up reminders. Edit to match your voice.
Email Subject
Use {business} and {client} as placeholders.
Email Body
Use {business}, {client}, and {total}.
Follow-up Schedule
Auto-set follow-up reminders when you move an estimate to Sent.
day(s)
day(s)
day(s)
Follow-up Messages
These are auto-populated on follow-up reminders. Edit to match your voice.
Tools & Equipment
Your fleet and which tools go on job cards by service type.
How this works
This grid maps your equipment to service types. Check a box to auto-include that tool on job cards for that service. For example, check "Bucket Truck" under Removal and it will appear on every removal job card automatically. You can always add or remove equipment on individual job cards too.
AI Model
Choose the AI model for generating estimates.
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Branding
Branding
Tip: Add your company name, logo, and contact info. This appears on every estimate PDF you generate.
Account
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free
Not synced yet
Company Logo
+
No logo uploaded
Appears on PDFs and app header
PNG or JPG recommended. Use a horizontal or square logo for best results on the PDF header.
Company Info
Printed on every estimate as "Prepared by"
Optional — appears on estimates if provided
Special Notes (on every estimate)
These notes appear on every estimate PDF and email. Use for certifications, guarantees, or anything that sets you apart.
Accent Color
PDF Preview
See how your estimate will look with current branding.
Branding also auto-saves when you leave this screen