Tree Services • Naples, Florida
Anchor Tree Service is a small, privately owned tree care business focusing on trimming, removal, stump grinding, and palm installation services in Naples, Florida.
Founded in 1999, the business operated using QuickBooks for accounting and paper for estimating and invoicing. New customer calls were often taken in the field and important customer and job information was scribbled down on the nearest scrap of paper. Transcribing these hurried notes into real estimates and invoices every night took an enormous amount of time and energy. When the new owner, Erica Williams, purchased the company in October 2007, she knew things had to change. “The old system of paper was a mess and resulted in late nights and loss of important customer information.” At first Anchor Tree tried using a combination of email and Microsoft Excel to streamline their estimating workflow but this was time-consuming and error-prone because the information still had to be double-entered into QuickBooks for final invoicing and accounting. One day a customer called in and asked about an invoice he never received. After realizing a $2000 job had almost fallen through the cracks, the decision was immediately made to find a better system.
Our estimator in the field loves the mobile site… he walks around the backyard with a customer and they say, I want a plant here… and he adds it to the estimate right there on via mobile phone… after the walkthrough he shows them the estimate total and explains that a full estimate will be emailed to them… customers love this professionalism.
Running a fast growing business while estimating on paper required an enormous amount of time and was very error‐prone.