Quick Start Video Guide

Have more questions? Submit a request

 

🚀Quick Start Guide 

This guide will walk you through the essential steps to help you master ArborNote

 

  • Manage users and set an “Arborist” - See how to add and subtract users and assign  “Arborists” in your account so you can schedule their time on the “Estimator appointments calendar”

 

  • Dashboard & General Settings - See general settings, and edit service and custom fields 

 

  • Create New Project - Input your property, client, and map your property

 

  • Create New Proposal - Build professional, company-branded proposals with live maps

 

  • Schedule your Estimator/Arborist - Choose the right teammate and schedule their appointments

 

  • Send Invoice - Collect payment seamlessly 

 

  • Create a Work-order and manage your crews - Dispatch the right crews and resources to your appointed jobs

 

  • ArborNote works (Crew App) - How your crew leader can leverage ArborNote to get the job done with precision job tracking 

 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
Share

Comments

0 comments

Please sign in to leave a comment.