Hit Record below and describe the job. TreeBidly asks about anything you missed, then builds a professional estimate — in your words — in under a minute.
Send a company-branded PDF or copy the line items into your CRM estimate software — all from your phone.
Tip: Check out Inputs to customize your templates, and Branding to add your logo and company info.
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Describe the job in as much detail as possible
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Type Job Description
Generating Estimate
Transcribing recording...
🎙voice-note.m4a
Estimating
Estimate
Estimate
Job Card
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This estimate was sent to the client. Editing may change what they saw.
Price each line item individually. Great when clients want to pick and choose which items to approve.
One price for the whole job. Items still show on the client PDF.
Create options (A, B, C) and assign line items to each. Items outside options are included in every option. Use "→ Option" on any item to move it into a group.
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Line Items
0 items
Total
0 items
$0
Status
Location
Scheduling
Crew
Alternate Crew
Optional — if this job could be done with a different crew.
Tools & Equipment
Notes
Share Estimate
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Estimate Saved
Saved to your drafts. Share it below or record your next one.
Send to Client
Download or email the estimate to your customer.
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View Client PDF
Preview your branded estimate, then download
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Email Estimate
Send to client, your office, or yourself
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Move to Sent Pipeline
Track this estimate in your pipeline as sent
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Internal Job Card
When you win the job and it's time to schedule, use the job card for crew notes, equipment, access details, and scheduling info.
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View Job Card PDF
Preview internal reference, then download
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Internal Job Card
Copy Line Items into Your CRM
Already use Jobber, Arborgold, SingleOps, or another system? Copy and paste these line items directly.
Find this estimate on your Home screen or in your Pipeline under Drafts.
Pipeline
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Transcript
Estimate
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Recorded / Saved
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No transcript available.
Re-parsing creates a new estimate from this transcript. Your original estimate is preserved in history.
Inputs
Pricing & Crew
Set up your crew rates so TreeBidly can auto-calculate job pricing.
Crew Rates
Equipment Pricing
Add equipment with per-job rates. When you mention equipment in a recording, TreeBidly will automatically factor the cost into the job total — not as a line item the client sees.
Estimate Settings
Stump Grinding Preference
Controls whether stump grinding is included in the removal description, listed as a separate line item, or asked each time.
Debris / Cleanup Preference
Controls whether cleanup language is included in each line item description, listed as a separate line item, or asked each time.
Latin Tree Names
Append scientific name, e.g. "Deodar Cedar (Cedrus deodara)"
Service Shortcuts
Define what your shorthand means. When you say "full prune" in a recording, TreeBidly expands it to your full scope of work.
Plain-English Rules
One rule per line. TreeBidly follows these on every estimate.
Output Templates
Write example output for each service. Use [tree] and [location] as placeholders. Add multiple variations on separate lines — TreeBidly will vary its output.
RemovalRemove · Fell · Lot Clearing
Covers: Remove, Fell, Take down, Lot Clearing. Add variations on separate lines.
PruningPrune · Crown · Deadwood · Trim
Covers: Prune, Crown Reduction, Dead Wood Removal, Trim, Crown Lift. Add variations on separate lines.
Stump GrindingStump Grind · Stump Removal
Cleanup / DebrisDefault debris language
Add one variation per line. TreeBidly picks the best match based on your recording.
Cabling & BracingCable · Brace · Support Systems
Covers: Cabling, Bracing, Support systems
Other / FallbackAssessment · Consultation · etc.
Communication
Email templates and follow-up reminders. Edit to match your voice.
Email Subject
Use {business} and {client} as placeholders.
Email Body
Use {business}, {client}, and {total}.
Follow-up Schedule
Auto-set follow-up reminders when you move an estimate to Sent.
day(s) after sent
day(s) after sent
day(s) after sent
Follow-up Messages
These are auto-populated on follow-up reminders. Edit to match your voice.
Job Card Defaults
Crew positions and tools that appear on every job card.
Crew Positions
Available positions for crew assignment on the job card.
Tools & Equipment
Your full gear list. These appear as checkboxes on the job card for each estimate.
Auto-Include by Service
Tools & equipment that should always be on the job card when a service type is included.
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Branding
Branding
Account
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Company Logo
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Appears on PDFs and app header
PNG or JPG recommended. Use a horizontal or square logo for best results on the PDF header.
Company Info
Special Notes (on every estimate)
These notes appear on every estimate PDF and email. Use for certifications, guarantees, or anything that sets you apart.
Accent Color
PDF Preview
See how your estimate will look with current branding.