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What programs are you using?

patolmbrjck

patolmbrjck

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Mar 12, 2010
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37
Location
Michigan
In our office we use a combination of Arborgold and Quickbooks. AG for customer database, estimates, jobs and scheduling and invoicing. Once the checks get deposited then the rest is in QB's. That's how we've done if for years, and it works pretty well. The problem is AG is now online and it's very slow, plus we have a big customer database and I think that slows it down.
I'm looking at using other programs that would work better for us. I'm less and less a fan of AG (it's got way more stuff than we need, and it's slow) and would love to know what other tree services are using. We've looked into Quickbooks online but it's pretty stripped down and doesn't offer much customization for forms etc.

What are you using and what do you like about it?
 
Gold Coast Shipping

Gold Coast Shipping

ArboristSite Operative
Joined
Dec 22, 2015
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109
Location
Western Canada
bump for interest - We are using generic spreadsheets for admin (quote request right through to work complete), and QB online for billing. Our volume has started to make spreadsheets inefficient, so we're looking for options.
 

tidy

ArboristSite Operative
Joined
Sep 4, 2013
Messages
171
Location
sydney
Im using jobber but have nothing to compare it to- cept spread sheets haha, a few guys on another forum use it as well
 
The Singing Arborist

The Singing Arborist

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Joined
Dec 22, 2017
Messages
106
Location
Utah
Same with many others...quickbooks and excel.

Company I worked with last year was just switching to arbor gold, but i didn't get to test it. They switched from a program called CLIP, which was a terrible program.

I guess the only thing i have to offer is don't use CLIP.
 
ChoppyChoppy

ChoppyChoppy

Tree Freak
Joined
Jun 17, 2013
Messages
10,433
Location
AK
I use Excel to keep track of orders and Quikbooks online for doing up the invoices/receipts, P&L, etc.

QB online isn't too bad. When I first got it, it was $10/month, but now they've upped it to $15/month.
I thought about just buying the regular Quickbooks, but the files can't transfer between the two! (go figure right). One nice thing is that it links to the bank account so putting in expenses is fairly quick that way. Just click on the transaction and put what expense account.
 
Ghillie

Ghillie

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Jun 6, 2008
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1,557
Location
Central Ohio
Jobber for customer relations, proposals, work orders, scheduling, invoicing, online payments and time clock for employees. Quickbooks online for book keeping and payroll. I can send a link to anyone wanting to switch to Jobber, I think it saves you $150 (and me too).

Customers have an online portal to look at their invoices and proposals. They can approve proposals online also.
 
Climb Higher

Climb Higher

ArboristSite Lurker
Joined
Sep 24, 2017
Messages
20
Location
st louis
We use Jobber, switched a few months back, great fit, very robust, not over complicated for a 1 crew tree service, plays well with QuickBooks, very happy
 
KingBeee

KingBeee

ArboristSite Member
Joined
Jan 22, 2020
Messages
51
Location
Toronto, ON
We use Arbostar. Everything is in one system, we create an estimate, send invoices, scheduling, payroll, jobs and customer profile in one system. We haven't experienced any backlogs, system issues so far.
It's literally just one login and you can do everything in just one software. It's really convenient.
 
TreeDoctorsoftheWorld

TreeDoctorsoftheWorld

ArboristSite Lurker
Joined
Jan 30, 2020
Messages
25
Location
Nanaimo, BC
In our office we use a combination of Arborgold and Quickbooks. AG for customer database, estimates, jobs and scheduling and invoicing. Once the checks get deposited then the rest is in QB's. That's how we've done if for years, and it works pretty well. The problem is AG is now online and it's very slow, plus we have a big customer database and I think that slows it down.
I'm looking at using other programs that would work better for us. I'm less and less a fan of AG (it's got way more stuff than we need, and it's slow) and would love to know what other tree services are using. We've looked into Quickbooks online but it's pretty stripped down and doesn't offer much customization for forms etc.

What are you using and what do you like about it?

When I started being active here, I heard recommendations about Arbostar.
We give it a shot earlier this year and have been using it for almost 6 months now. Our admin staff and field workers like it so far.
It is also easier for me to manage the accounting side of the business
 
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ATH

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Nov 18, 2006
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4,183
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Ohio
Anybody ever hear of Gorilla Desk? Seems like the cater towards pesticide applications more than others and we do a fair bit of those. Leaning towards Jobber, but this may be in the running.
 
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