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.
Every estimate has two sides: a client-facing estimate for pricing and scope, and a Job Card for internal notes, crew planning, scheduling, and dispatch.
Use the tabs below to manage your workflow: Home — record estimates and view history · Pipeline — track every estimate from draft to won or lost · Follow-ups — get reminders when sent estimates need a nudge · Settings — configure crew, equipment, templates, and pricing rules · Branding — set your company name, logo, colors, and PDF layout
Create New Estimate
TAP TO RECORD
Just talk through the job — trees, work, crew size, time. We'll capture the rest.
0:00
⏱ 5 minute recording limit
OTHER OPTIONS
📁
Upload Audio File
From Files or Voice Memos
⌨️
Type Description
Paste or type job notes
📁
Upload Audio
⌨️
Type Notes
✏️
Blank Estimate
Dashboard
Estimates Sent
0
last 30 days
Close Rate
—
won / sent
Revenue Won
$0
last 30 days
Average Estimate Value
$0
all priced estimates
Pipeline
Recent Estimates
Powered by TreeBidly
Voice to estimate in under a minute
▶ Recently Deleted
Home
Pipeline
Follow-ups
Settings
Branding
Review
🎙
Recording Complete
0:00
⚠ Audio will not be stored
Once you tap "Process", your recording will be automatically saved to your Downloads folder before processing begins. After that, it is permanently gone from this app. Download it now if you want a backup.
Type Job Description
Generating Estimate
Transcribing recording...
🎙voice-note.m4a
Estimating
Estimate
Estimate
Job Card
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
This note is visible to the client. For internal-only notes, use Crew Notes on the Job Card tab.
Client & Location
Scheduling
Alternate Crew Option
Crew Assignments
Select positions and set crew count. Assign names when scheduling.
Equipment
Notes
Status & Follow-up
Follow-up reminders auto-populate when status is set to Sent.
Home
Pipeline
Follow-ups
Settings
Branding
Share Estimate
✅
Estimate saved
Share it below or record your next one.
Send to Client
Download or email the estimate to your customer.
📄
View Client PDF
Preview your branded estimate, then download
›
✉️
Share Estimate
Email or text the estimate to your client
›
📋
Mark as Sent
Track this estimate as sent
›
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.
🗂
View Job Card PDF
Preview internal reference, then download
›
📧
Share Job Card with Crew
Email or text job details to your crew
›
Print
Print estimate or job card for your records.
🖨
Print Estimate
Client-facing estimate PDF
›
🖨
Print Job Card
Internal crew reference
›
🖨
Print Both
Estimate + Job Card together
›
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 Estimates.
Home
Pipeline
Follow-ups
Settings
Branding
Pipeline
Tip: Your estimates are tracked from draft to completion. Draft, Sent, and Won are estimate stages. Scheduled and Completed are job stages (scheduled = the work is on the calendar, not an estimate visit).
Use the Board view for a pipeline-style kanban, or switch to List and Urgency views. Tap a stage button on any card to move it forward. Use Job Card to see crew, scheduling, and notes.
Time in stage:Green = on track · Yellow = needs attention · Red = overdue
Tip: When you mark an estimate as "Sent," TreeBidly automatically schedules follow-up reminders. Copy the message or email the client directly from here.
🎉
All caught up!
No follow-ups due right now. When you send estimates, follow-up reminders will appear here automatically.
Home
Pipeline
Follow-ups
Settings
Branding
Transcript
Estimate
—
Recorded / Saved
—
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 estimate 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.
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 or listed as a separate line item.
Debris / Cleanup Preference
Controls whether cleanup language is included in each line item description or listed as a separate line item.
Latin Tree Names
Append scientific name, e.g. "Deodar Cedar (Cedrus deodara)"
Job Card Settings
Show Pricing on Job Card
Include line item prices and total on the internal job card PDF
Service Shortcuts
Define what your shorthand means. When you say "full prune" in a recording, TreeBidly expands it to your full scope of work.
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}, {arborist}, 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. Use {client}, {arborist}, {business}. Edit to match your voice.
Tools & Equipment
Toggle items on to auto-include them on every job card. Add or remove per-job in the job card editor.
Tip: Add your company name, logo, and contact info. This appears on every estimate PDF you generate. On desktop, see the live preview on the right. On mobile, scroll down to preview.
Company Logo
+
No logo uploaded
Appears on PDFs and app header against a white background
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"
Appears under your name on estimates. Leave empty to hide.
Full address — appears on estimates
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 estimates will look with current branding. Click to view full size.
