Arb Pro is a cloud-based CRM software designed specifically for tree surgeons and tree contractors to manage back office operations, quotes, sales processes, and more. Arb Pro provides a range of tree contractor office tools including an online calendar and dashboard, plus client data management, marketing, and tree mapping technology, which enables the creation of accurate site plans with exact tree locations. Users can also manage risk assessments, quotes and invoices from the same platform. As a cloud-based solution, Arb Pro gives users the flexibility to manage tree surgery business activities anytime, anywhere, from any internet-enabled device.
With the Arb Pro calendar, users can view and manage tree work appointments, as well as ad-hoc appointments such as holiday leave. Users can also check their calendar conveniently on the go via the Arb Pro mobile app. From the main dashboard, users have quick and central access to important data on quotes and invoices. Branded quotes and invoices can be sent and then kept on record for future reference. The dashboard’s summary view keeps users up-to-date on the current status of quotes and invoices, and enables users to send follow up sales letters or invoice reminders. Email and text messaging functionality allows users to send texts or emails with every quotation or email sent from the system. Other information, such as site plans, can be shared with clients as attachments to emails.
Arb Pro allows users to manage client contact information in one screen and link client data with Sage and other accounting software, as well as manage mass marketing campaigns to past customers.
Users can create and customize their own site specific risk assessment templates, which users can then download onto the mobile app. Via an iOS mobile app, users can manage appointments, check availability and add new customers, as well as map tree locations and carry out risk assessments while out in the field. The mobile app also supports the capture and annotation of pictures, tool list management, and job value recording.
Software by Arb Pro Softwarewww.arbprosoftware.com