Roots CRM

Built for tree service companies

Field-fast tree service software

Run Your Tree Service From the Field in 30 Seconds

Roots CRM is tree service CRM software that helps crews schedule jobs, send updates, check progress, and keep the day moving from a phone — without a computer, bloated setup, or a big learning curve.

Step 01

Open the job

Pull up customer details, notes, job status, and schedule from your phone.

Step 02

Update progress

Mark what is done, what is next, and what needs attention while it is fresh.

Step 03

Send and move on

Send the update, keep the office aligned, and get back to the work.

Roots CRM

Operations dashboard

Live

Open Jobs

Pending Payments

Today’s Schedule

3 active items

Oak Removal Estimate9:00 AM

Crew Dispatch11:30 AM

Invoice Follow-Up3:15 PM

Leads This Week

Collected This Week

$18.4k

Built for Tree Crews in the Field, Not Desk Workers

Tree work moves fast. Roots helps your team handle leads, estimates, scheduling, invoices, payments, training, and follow-up from the truck, the job site, or the field — without slowing the crew down.

✓

Update jobs, send customer emails, and check progress from your phone in seconds.

✓

Keep crews, schedules, estimates, invoices, payments, and follow-up in one field-ready system.

✓

Run the day without every update, question, and schedule change going through the owner.

Starter

$149/ month

Additional 10% off for annual plan

For owner-led tree service companies that need one clean operating system.

✓

Up to 5 users

✓

Up to 2,500 customers

✓

Up to 15,000 core records

✓

15 GB file storage

✓

Team management

✓

Payout tracking

✓

Marketing tools

✓

Payments

✓

Calendar

✓

Extra users available at $35/user/mo

More tree service software built for real operations

Roots helps tree service companies handle invoicing, payments, customer workflow, and operator visibility without duct-taping generic software together.

Tree Service CRM

Keep leads, callbacks, estimates, jobs, crews, invoices, and follow-up from getting buried when the day gets slammed.

View CRM workflow →

Tree Service Estimating Software

Build cleaner estimates, track quote follow-up, and stop losing jobs because the scope, price, or next step got messy.

View estimating workflow →

Tree Service Scheduling Software

Keep crews, trucks, job details, timing, and work orders lined up so fewer days go sideways in the field.

View scheduling workflow →

Tree Service Invoicing Software

Send invoices faster, capture added work cleanly, and stop letting completed jobs sit there unbilled.

View invoicing workflow →

Tree Service Payments Software

Make it easier to collect after the work is done and keep payment follow-up tied to the real job.

View payments workflow →

Tree Service Business Benchmarks

Find the weak spot in leads, close rate, crew production, invoicing, payments, margin, and owner bottlenecks.

Run the benchmark audit →

Good software should feel like taking off your work boots.

Bad software feels like more work. Roots is built for tree service owners and crews who need the day to move faster, not another system to babysit.

Will my crew actually use Roots CRM?

That is the point. Roots is built to feel like how tree companies already work, just faster. Crew leads, estimators, office staff, and owners can update jobs, check schedules, and keep work moving from a phone without becoming software people.

Will Roots make the day easier or just add another thing to manage?

Bad software feels like work. Good software feels like taking off your work boots. Roots is built to make daily operations feel lighter: fewer scattered texts, fewer missed updates, cleaner schedules, and faster follow-up from the field.

Can I use Roots CRM while I am in the field?

Yes. Roots is built for owners and crews in trucks, on job sites, walking properties, or between jobs. You can check progress, update work, send customer updates, and see what is next from your phone.

Is this just another complicated CRM?

No. Roots is not built to give you dashboards to babysit. It is built to make daily work faster: leads, estimates, schedules, job updates, invoices, payments, and follow-up in one field-ready system.

What does Roots replace?

For many tree companies, Roots can replace scattered texts, paper notes, whiteboards, spreadsheets, disconnected calendars, and separate tools for jobs, follow-up, payments, and customer history.

What makes Roots different from generic field service software?

Generic field service software tries to serve every trade. Roots focuses on tree service operations: crews in the field, fast job updates, estimates, scheduling, follow-up, payments, and the daily chaos that comes with running tree work.

From the blog

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Simple systems for callbacks, follow-up, and estimate tracking so leads do not disappear after the first call.

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