5 Professional Documents

Generate five professional documents from any estimate in one tap. Every document shows your company name, logo, phone, and address.

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The Five Documents

Invoice

A branded invoice with line items, subtotal, tax, discount, total, and payment terms. Includes a Stripe Pay Now button when sent with a payment link. Can be printed, emailed, texted as a link, or exported as a PDF.

Proposal

A client-facing document showing the scope of work, species breakdown, service descriptions, and total price. Written in plain language the customer can read and share with their spouse or property manager before making a decision. Your company branding throughout.

12-Section Contract

A complete tree service contract covering: scope of work, pricing and payment terms, liability and indemnification, cancellation policy, tree ownership and debris, cleanup standards, insurance confirmation, permit responsibility, change order process, warranty terms, dispute resolution, and signature block. All 12 sections pre-fill from the estimate. Five signature canvases built in.

Quick Bid Sheet

A single-page summary of the job and price. Designed for fast-turnaround situations where the customer wants a number immediately. No line-item detail — just the scope and the total. Print it in the truck and hand it over.

Work Order

An internal document for the crew showing the job address (with a Google Maps link), species and service breakdown, equipment required, crew assignments, and special instructions. The crew has everything they need for the day in one printable page.

Every Document Is Branded

All five documents display your company name, logo, phone number, email, and address in the header. Upload your logo once on the Company page and it appears on every document you generate from that point on. No per-document setup.

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Questions? Call Winston — (434) 207-2831