Crews cannot answer mid-task
Calls arrive while staff are operating equipment or handling work that needs their attention.
Backed byAI Receptionist & Customer Intake for Tree Care Services Tree care
AI Receptionist & Customer Intake for Tree Care Services Tree care
calls, covered.
Organize pruning, removal, and tree-assessment inquiries. Zweelie connects customer reports, existing photos, site access, and arborist callback reminders.
Customer work for tree care & arborist services
Zweelie helps tree-care companies collect inquiries while arborists and crews are occupied. A customer may be asking about routine pruning, a removal estimate, or something they are worried about after bad weather. Keep the customer's report and access contact ready for qualified review without turning a receptionist conversation into a tree-risk assessment.
Built around the work of: tree-service business owners, consulting arborists, tree-care office coordinators.
When a request gets lost, the work can follow.
The customer communication problems that tree care & arborist services need to solve.
What's at stake
Reports need expert review
A customer description or photo is mistaken for a clear assessment when an arborist has not reviewed the site.
Access details are overlooked
The person preparing the estimate lacks gate, parking, or property-contact information.
From the first inquiry to an owned next step
Example workflow for tree care & arborist services; your staff confirm scope, timing, and any professional decisions.
Record the reported tree request
Collect the location, requested service, and callback details using your approved intake and safety messaging. Do not ask callers to approach hazards for photos.
Prepare qualified follow-up
Keep existing photos and property access notes with an assigned opportunity. Your arborist or service manager decides what assessment and response are needed.
Keep the customer informed
Record the staff-confirmed next step, set a callback reminder, and attach approved payment activity after agreeing the scope.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
Can an arborist discuss the maple in our garden? I have a photo from the path.
Thanks, Fern. Jordan will follow up with you.
Maple tree assessmentAssigned to Jordan Ellis
Thanks, that works for me.
Jordan has your request.
FM
Fern Mitchell
1 call
Fern shared a ground-level maple photo. The arborist will review the assessment request and access.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Maple tree assessment
Fern Mitchell
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
FM
Fern Mitchell3 files
Drop files hereFiles for maple tree assessment
existing-tree-photo.jpgFern Mitchell · Maple tree assessment
Phototree-service-request.pdfFern Mitchell · Maple tree assessment
Documentproperty-access.pdfFern Mitchell · Maple tree assessment
DocumentForms
Build an intake form around property address, pruning, removal, or assessment request, customer-reported concern. Accept relevant files and connect submissions to customer opportunities.
Canopy Brook Tree CareRequest tree care
Tell our team what you have in mind.
Form submitted
Maple tree assessment
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Canopy Brook Tree Care$180Maple tree assessment
- Customer
- Fern Mitchell
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, rather than in separate personal notes.
JE
Maple tree assessment
Fern shared a ground-level maple photo. The arborist will review the assessment request and access.
Fern MitchellMaple tree assessmentIn progressAB
Garden pruning quote
DraftDiego asked about garden pruning. Confirm the property details before discussing the visit.
Diego SantosGarden pruning quoteOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep your specialist tools. Connect the customer conversation.
Keep tree-risk assessment, work permits, utility coordination, rigging plans, and crew dispatch in your specialist processes. A captured request is not an inspection, risk classification, or confirmed emergency attendance.
Zweelie brings customer communication, intake, and follow-up ownership together on web, iOS, and Android. Review your team's requirements and available plan features before moving a workflow. Read our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- High-volume calls and texts, subject to fair use
- Unlimited contacts
- Unlimited opportunities
- Multiple locations
- All products, including conversations, forms, and reports
Questions from tree care & arborist services
Does Zweelie assess whether a tree is dangerous from an incoming call?
No. It can collect a customer's report and use the call routing and safety messages your business configures. A qualified person assesses risk and determines the response. Zweelie does not replace an arborist's inspection or emergency services.
What should tree care & arborist services keep in their existing systems?
Keep tree-risk assessment, work permits, utility coordination, rigging plans, and crew dispatch in your specialist processes. A captured request is not an inspection, risk classification, or confirmed emergency attendance.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions. This page is written for tree-service business owners, consulting arborists, tree-care office coordinators.