Getting started · 3 min read ArbTask is a job management tool for tree service companies. It keeps your jobs, quotes, customers, and crew in one place, so the work stays organized from the first site visit to the final invoice. It was built by a tree climber who also writes software. So it follows how tree work actually runs, not how a generic field service tool thinks it should. What you can do with ArbTask ArbTask gives a tree service company one place to run the day. You c

When you assign someone to a job, they see everything you see: the address, photos, description, and crew notes. No forwarding texts, no missing details. You can also track hours per job when you need them. Add your team To add a team member: Click the account icon in the top right Click Organization Settings Open the Team tab Click Add User Enter their email (add more, separated by commas) Pick a role, Member or Worker Click Add There are two roles: Member: can see all jobs

Getting started · 2 min read Making a quote by hand is slow. You add up every line, then redo the total each time a price changes. ArbTask keeps your prices saved and does the math for you. The quote lives inside the job. You build it from saved articles and existing customer information, and you can send it before you leave the site. Create a quote To create a quote on ArbTask: Tap the card of the job you want to create a quote for Scroll down to Offer Tap Manage Offers Add

Getting started · 2 min read The customer form lets customers and leads enter the job details themselves. Share it as a link, and a completed form lands in ArbTask as a new job, with all the job and customer details already in. Get your form link To get your form link: Tap the account icon (top right) Tap Integrations On the Customer Form tab, tap ‘Copy’ Share it Put the link where customers can find it. Your website home page, your social media bio, or sent straight to someo

Getting started · 2 min read The map on ArbTask is one of two ways you see your jobs. The other is the deal board. To open the map: Tap Map in the top menu. On the map, every job shows up as a pin. What the map shows Every job with a location sits on the map as a pin. Open the map to see all your jobs at once, across the area you work. A job from your customer form is already pinned where the customer marked it. Open a job from the map Tap a pin to open that job. Inside is e

Getting started · 2 min read The deal board is one of two ways you see your jobs in ArbTask. The other is the map. On the board, every job shows up as a card. How the board is laid out Each column on the board is a list. The default lists are: Kolla på (EN: Check out): new jobs to look at Budgivning (EN: Bidding): jobs in a bidding process Såld (EN: Sold): jobs you have won A job that comes in through your customer form lands on the left-most list. The lists are yours to chan