BranchSite

Tree care operations software

Tree work is hard enough. Running the business should be easy.

Capture trees by photo and voice. Get answers about your customers, jobs and invoices. Prepare a rain-day schedule change in one request—all inside the software you use to run the business.

Sign upSee it in action
Ask a question. Get the records behind the answer.Animated walkthrough · Sample data
AssistantCustomer records

What does Dana Whitfield owe, and when are we there next?

Dana owes $1,240. The next visit is Thursday at 8:00 am.

Source record

Invoice #1042
Status
8 days overdue
Open balance
$1,240.00
Source invoice opened
A close-up adapted from BranchSite’s interface. Sample data and a shortened sequence.
Capture the detailsPhoto and voice become tree details you can check.Find the answerAsk about the records behind your daily work.Prepare the next stepReview a useful change, then put it into action.

The work between the screens adds up.

Retyping the site walk. Looking up an invoice while a customer waits. Moving visits one at a time when it rains. BranchSite brings AI into that everyday work, alongside your estimates, crews and invoices.

From the field

Capture it at the tree. Carry it into the job.

Photograph the tree. Add what only you can see on site. BranchSite keeps the photo, voice note and confirmed details together.

  1. 1

    Start with the photo.

    Get a suggested identification, then confirm it. Add a voice note for measured sizes, condition and observations.

  2. 2

    Review one tree record.

    Keep the identification, check the new details and save what is right. The original photo and note stay with the tree.

  3. 3

    Carry it into the job.

    Choose work from your catalog at the tree’s pin. The estimate, proposal and work order stay tied to that tree.

Sign upHow field capture works

Out of range? Field photos save on your phone first and queue for upload when you reconnect. AI analysis needs a connection.

A photo and a voice note. One tree record.Animated walkthrough · Sample data

Tree 3 · driveway oak

Whitfield property
3

From photo

Red oak

Species confirmed

From voice

Measured twenty-eight inches across, fifty feet tall. Fair condition. Deadwood over the roof.

Confirmed details

Red oak

Condition
Fair
DBH (in)
28
Height (ft)
50

Tree 3 · details saved

Photo, note and confirmed details together.
Sample capture: review a photo identification, add measured details by voice, then confirm the same tree.
AI throughout your day

Keep the work moving, from office to crew.

Turn an email into a lead, prepare a schedule change, or brief the crew from earlier visits—all inside BranchSite.

A whole day, lined up for review.

Select the visits affected by the weather and say where they should go. Review the old dates, new dates and customer notices together, then approve the batch.

Answers and drafts on every plan. Preparing changes for approval on Plus and Premier.

Ask. Review. Watch the calendar change.Animated walkthrough · Sample data
Assistant2 visits selected

Move Thursday’s selected visits to Friday. Keep the times and crew.

Both date changes are ready to review. Same times, same crew.

Move 2 visitsThu, Sep 17Fri, Sep 18
2 visits rescheduled

Calendar

Crew 1
Thursday 17
Friday 18
Crown clean — Whitfield · J-2018

Whitfield8:00 am

Deadwood removal — Martinez · J-2024

Martinez11:00 am

A close-up adapted from BranchSite’s interface. Sample data and a shortened sequence.

The money

Find the work that needs your attention.

Ask about today. Get to the jobs, invoices and hours that need a closer look.

Catch work waiting to be billed.

Today flags approved jobs without an invoice and overdue balances.

See the margin before you send.

Review cost, price and margin together on the estimate.

Keep crew hours in view.

Compare recorded hours with the estimate. Labor tracking comes with Plus and Premier.

An answer you can act onAnimated walkthrough · Sample data

BranchSite assistant

Show me Avery’s invoice.

$1,450 is still outstanding.

INV-1048

Avery residence

StatusUnpaid
DueSep 10, 2026
Balance$1,450.00

Your team decides the follow-up.

Ask about the day, then look up a supporting invoice.

From lead to paid

The whole job stays in BranchSite.

From the tree you quoted to the invoice you send, the details stay with the job.

  1. Estimate

    Tie the work to the right tree. Build the proposal your customer reviews.

  2. Schedule

    Give crews the visit, site details and notes they need.

  3. Finish and bill

    Review completed work and bill from the job’s line items.

The same job, from quote to invoiceAnimated walkthrough · Sample data
  1. Estimate
  2. Visit
  3. Invoice

Show me the Avery invoice.

Here’s the job’s invoice.

INV-1048
ClientAvery residence
DueSep 10, 2026
Balance$1,450.00

Your team controls billing and sends.

AI retrieves the records. Your team runs the job.

Also running landscape or recurring maintenance crews? Let’s talk about your operation.

You stay in control

Your business. Your call.

AI can do the preparation. Your team decides what happens next.

The right access for each person

The assistant works within the records each person can access. Crew mode answers questions about assigned work without exposing pricing.

Review before anything changes

Prepared changes show you what will happen. Approve, edit or cancel. A reschedule also shows whether your configured notifications will go out.

A record of what happened

Approved actions leave a receipt and activity log. Eligible changes can be undone within the window shown on the receipt.

Read how approvals and undo work

Considering a move?

See how your week would work in BranchSite.

A new system has to earn the effort of switching. Bring your current workflow to a walkthrough and see where BranchSite fits.

Discuss your move
Start with a real job
Walk through the handoffs from the site visit to the proposal, crew schedule and invoice.
Talk through what would move
Discuss clients, properties, open work and accounting needs, including what may need manual attention.
Include the people doing the work
Bring the owner, office lead or crew questions that will decide whether a change makes sense.
Plans and pricing

AI is part of every plan.

Choose the depth of help your operation needs.

Essential

Core operations, with AI to find answers and capture field details.

$220/ month

USD monthly base price

300 assistant turns per month

  • Clients, estimates, scheduling and invoicing in one place.
  • Assistant answers from your records, opens the right screen and drafts messages.
  • Field capture with photo analysis and voice notes, enabled by an owner.
Sign up

Plus

For teams ready to turn AI suggestions into reviewed changes.

$385/ month

USD monthly base price

1,500 assistant turns per month

  • Everything in Essential, plus timesheets, site measurements and options-based proposals.
  • AI prepares changes for approval, including leads and batch reschedules.
  • Track crew time against estimated hours and coordinate work across the schedule.
Sign up

Premier

For operations that need more planning, reporting and deeper answers.

$550/ month

USD monthly base price

5,000 assistant turns per month

  • Everything in Plus, with route optimization, purchasing and inventory.
  • Optional deep mode for longer, multi-step questions, enabled by an owner.
  • Summary reporting to help you review the operation beyond individual jobs.
Sign up

Photo analysis and voice processing share the AI allowance. Available tools depend on the plan and account settings. Your usage meter shows what you’ve used.

Before you decide

A few practical questions.

The details that matter when you’re choosing how to run your business.

Bring your hardest week.

The rain-day shuffle. The notes still on your phone. The approved work waiting for an invoice. See how BranchSite could help your team handle it.

Sign upCompare plans