What is a CRM for arborists and how can it help my business?
Arborist CRM (Customer Relationship Management) is a software application designed to help manage customer data and interactions.
Vev’s arborist business software enables you to keep track of customer appointments, manage customer data, and maintain a clear overview of your day. This ensures that you can effectively communicate with your customers, solve their problems, and improve customer satisfaction. Using our Arborist CRM, you can:
- Keep track of customer appointments
- Manage customer data
- Maintain a clear overview of your day
Don’t get interrupted during work, let your customers book themselves.
Can I accept online payments with arborist software?
That depends on the software that you end up using, but with Vev's arborist appointment software you can. The software enables you to accept online payments on your newly created page (where your services are listed). Customers can easily plan an appointment and pay for it in one go. Our secure payment system ensures that your transactions are safe and secure. With Vev's arborist scheduling software, you can:
- Accept online payments on your page
- Securely process transactions
- Provide your customers with a convenient way to pay
Can I customize my page with arborist software?
You should! No two arborists businesses are the same, and customization should always by a priority.
Vev’s arborist software programs allow you to set your own color scheme on the page, upload your logo, and add images of all the different trees you cut.
These customizations make your page look more professional as they are aligned with how you want to portray your business. With Vev, you can:
- Customize your page as per your need
- Set your own color schemes, upload logos and images
“Save 2 hours a week by using a booking system, every week! ”
How can arborist software help me manage my appointments?
Arborist booking software provides numerous features to help you manage your appointments efficiently. You can set your own opening hours and set exceptions for vacations.
Customers can then plan their appointments right into your calendar, and potentially reschedule or cancel their appointments themselves as well. This ranks Vev among the best arborist software for business owners who like to tailor services around their customers. An email is sent out to both you and the customer for all these events, so you're always kept up to date.
With Vev, you can:
- Set your own opening hours and exceptions
- Have customers book right into your calendar
- Allow customers to cancel or change their appointments
- Automated emails to both you and the customer
Can I use Vev’s Arborist software if I am just starting out?
Yes, Vev’s arborist software is designed for both established and new arborist businesses. Our software is user-friendly and can help you easily manage your appointments even if you are just starting.
As the arborist business software also automatically saves all your customers' information, it will be even easier to grow as you get a better understanding of them. With Vev, you can:
- Manage your appointments
- Maintain an overview of all your customers and all their needs
- Grow your business
Run your arborist on auto-pilot With your new toolset
Sell
Marketing
Payments
Business
Learn
Auto pilot
Overview
No-shows
Customers
Offering
Decide what you offer at your garden. Add descriptions for your tree care, add an image, and best of all set your own prices.
Your day at a glance
See exactly how much your arborist makes, what your clients schedule most and even learn how they made their appointment.
Schedule again
In just a tap your clients become regulars. Get the best date and time for the next appointment. No upcoming appointment? You and your clients are reminded to schedule a tree care again.
Sell smart
Add options, durations, variations, preparation time, cleanup time and your duration to help your clients schedule.
Your duration Vev+
Some appointments don’t require your attention the whole time, so you can help another client.
Schedule deadline
Decide the exact cutoff time for when clients can schedule a tree care, giving you full control over availability and scheduling.
Time suggestions
With Smart Suggestions, you can streamline your schedule by offering clients a curated selection of the best available times, making it easier for them to schedule. Alternatively, you can opt for Show All Slots, which highlights the most optimal time slots first but also allows clients to explore the full list of available options.
Coming soon, you’ll also have the option to restrict bookings to Top of the Hour times, giving you even more control over your schedule and helping you cluster appointments efficiently.
Hide items
Hide tree care so you can only schedule them for your customers.
Sell
Offering
Decide what you offer at your garden. Add descriptions for your tree care, add an image, and best of all set your own prices.
Your day at a glance
See exactly how much your arborist makes, what your clients schedule most and even learn how they made their appointment.
Schedule again
In just a tap your clients become regulars. Get the best date and time for the next appointment. No upcoming appointment? You and your clients are reminded to schedule a tree care again.
Sell smart
Add options, durations, variations, preparation time, cleanup time and your duration to help your clients schedule.
Your duration
Some appointments don’t require your attention the whole time, so you can help another client.
Schedule deadline
Decide the exact cutoff time for when clients can schedule a tree care, giving you full control over availability and scheduling.
Time suggestions
With Smart Suggestions, you can streamline your schedule by offering clients a curated selection of the best available times, making it easier for them to schedule. Alternatively, you can opt for Show All Slots, which highlights the most optimal time slots first but also allows clients to explore the full list of available options.
Coming soon, you’ll also have the option to restrict bookings to Top of the Hour times, giving you even more control over your schedule and helping you cluster appointments efficiently.
Hide items
Hide tree care so you can only schedule them for your customers.
Marketing
Get reviews from clients
Effortlessly collect reviews from your customers, which will soon appear directly on your page for everyone to see.
Share your link
Add your link to your website and socials. A link in bio could boost the appointments of your garden up to 40%.
Personalize emails
Create personalized emails for appointments to engage clients and strengthen your business.
Add Vev to your website
Add Vev to your website with two options: a popup booking button or a fully embedded booking widget for seamless client acquisitions.
Cover your arborist
Add a cover to your header that matches your garden. Impress your clients of your arborist even more.
Schedule with a QR-code
Make it easy for your clients to schedule tree care by placing your QR code on flyers, business cards, stickers, posters, or any other visible spots in their garden. With just a quick scan on their phone, they can access your services effortlessly, no extra steps needed.
Policy
Set up a clear policy that outlines your terms for bookings, cancellations, refunds, and any additional fees. Defining these guidelines helps manage customer expectations and reduces the risk of disputes.
Page description
Write a catchy slogan or description that highlights what makes your arborist special. This helps your clients share and recommend you to others.
Show your colors
Set the tone for your page by choosing colors that represent their garden. These will create a cohesive look across your page, tools, and emails, aligning everything with your unique brand.
Social handles
Add the profiles of their garden from Instagram, Facebook, TikTok, X, and your website to connect with clients and expand your online reach.
Payments
Get paid ahead
Have your clients pay ahead for their appointment. Only if you want to, you're the arborist, and you are in control.
Deposits
Have your clients put down a deposit to get their appointment. This has proven to reduce no-shows.
Tap to Pay on iPhone
Accept contactless payments with only your iPhone. No extra terminals or hardware needed.
Scan to pay
Let your clients scan your QR for you to get paid. Vev will keep track of who has paid for their tree care so your arborist administration is always up to date.
Discounts
It's easy to give your client a discount on their tree care. Choose a percentage or fixed amount. Whatever works best for your arborist.
Add amount
Add a percentage or fixed amount to the price of the appointment, in the simplest way possible for you as a arborist.
Save costs, no extra payment devices
No need to fill in the amount again. Or sync, connect and pay for that extra device in your garden. Simply use your phone to have clients pay for their tree care on the spot.
Refunds
Choose if clients who've paid ahead will automatically be refunded when their appointment is cancelled.
Payments work out of the box
Payments are set up very easy. So you can get paid out of the gate.
Policy
Set up a clear policy that outlines your terms for bookings, cancellations, refunds, and any additional fees. Defining these guidelines helps manage customer expectations and reduces the risk of disputes.
Business
Your overview of tree care
See exactly who will get what tree care, and at what time the appointment is due.
Your opening hours
You decide when their garden is open (or closed) for appointments.
Choose a time and date
Let your clients pick a time that suits them best, while you stay in control by deciding how strict or flexible your scheduling rules are.
Add your breaks
Plan when you want a fixed break. Looking for more flexibility? Turn on smart breaks.
Add 'Me time'
Got a personal appointment? With just a tap you can block time off. This way clients can't make an appointment.
Exceptions
Want to stay open on public holidays or take a well-deserved vacation? You’re in full control of their garden’s hours.
Schedule deadline
Decide the exact cutoff time for when clients can schedule a tree care, giving you full control over availability and scheduling.
Daily exports
Access your sales records by day—whether it’s historic data, today’s sales, or future bookings.
Capacity
Set up the number of clients you can have at the same time.
Sync to your calendar
Automatically sync (one way) your appointments to your personal calendar app.
Ahead of time
Set up your booking horizon, this let you define how far in the future clients are able to schedule tree care.
Your duration
Some appointments don’t require your attention the whole time, so you can help another client.
Notifications for you
When your client makes an appointment, cancelation or change you will receive a notification.
Time suggestions
With Smart Suggestions, you can streamline your schedule by offering clients a curated selection of the best available times, making it easier for them to schedule. Alternatively, you can opt for Show All Slots, which highlights the most optimal time slots first but also allows clients to explore the full list of available options.
Coming soon, you’ll also have the option to restrict bookings to Top of the Hour times, giving you even more control over your schedule and helping you cluster appointments efficiently.
Exports
Export data from their garden effortlessly on a monthly or yearly basis. Get detailed insights into all your appointments, including tax details, providing you with everything you need to stay informed and in control.
Learn
Your month wrapped up
Every month we email you analytics of last months' appointments, cancelations, most popular tree care and revenue. This way you know exactly how your garden is doing.
Your day at a glance
See exactly how much your arborist makes, what your clients schedule most and even learn how they made their appointment.
Auto pilot
Emails
Every appointment, cancellation, change and reminder is automatically sent to your clients. Emails are sent in your style so they feel familiar to your clients.
Appointment reminders
On the day of the appointment, your client receives a reminder from you. It's send automatically and includes all the information of their tree care.
Your month wrapped up
Every month we email you analytics of last months' appointments, cancelations, most popular tree care and revenue. This way you know exactly how your garden is doing.
Share your link
Add your link to your website and socials. A link in bio could boost the appointments of your garden up to 40%.
Bookkeeping
Make your administration of their garden run smooth.
Plus, a lot more
There's a lot more coming in Vev+ that will make doing business even easier. But we keep those under wraps for the moment.
Personalize emails
Create personalized emails for appointments to engage clients and strengthen your business.
Item suggestions
Creating the right mix of tree care is essential to attract and retain clients—but it doesn’t have to be complicated. Our suggestions are here to guide you every step of the way. With personalized recommendations based on industry trends and your arborist, you can quickly set up a winning selection of offerings. Let us help you create the perfect lineup so you can focus on growing your arborist.
Overview
Calendar view
See all your arborist appointments in a calendar view.
Your overview of tree care
See exactly who will get what tree care, and at what time the appointment is due.
Your day at a glance
See exactly how much your arborist makes, what your clients schedule most and even learn how they made their appointment.
Today's clients
Your daily overview of clients. Showing you exactly who's you will see today, and an easy way to let you schedule again.
Delivery overview
See exactly where and at what time you need to deliver tree care. Everything shown on an interactive map to make it crystal clear for you!
Notifications for you
When your client makes an appointment, cancelation or change you will receive a notification.
Sync to your calendar
Automatically sync (one way) your appointments to your personal calendar app.
Your month wrapped up
Every month we email you analytics of last months' appointments, cancelations, most popular tree care and revenue. This way you know exactly how your garden is doing.
No-shows
Appointment reminders
On the day of the appointment, your client receives a reminder from you. It's send automatically and includes all the information of their tree care.
Policy
Set up a clear policy that outlines your terms for bookings, cancellations, refunds, and any additional fees. Defining these guidelines helps manage customer expectations and reduces the risk of disputes.
Change the time
Clients can change the time of their upcoming appointment as long as the cancelation deadline hasn't passed.
Add to Calendar
Clients can add the appointment to their calendar. This way they receive a notification before their tree care. The address, travel time and link to their confirmation page can be found in the event details.
Add to wallet
After clients schedule tree care, they get a pass for their digital wallet. When added they get a notification on their phone at the right time. The pass contains all the details like; date, time, location, total cost, payment details and link.
Emails
Every appointment, cancellation, change and reminder is automatically sent to your clients. Emails are sent in your style so they feel familiar to your clients.
Client details
For arborists it's super handy to have all the details of clients at their finger tips. Allowing you to send a text, call or email whenever you need.
Cancelation deadline
Set a deadline for when clients can cancel for free, giving you more control over your schedule and protecting your time. When a cancellation is made, clients will automatically receive an email with a link to easily schedule their next tree care with your arborist, ensuring a smooth and professional experience.
Client history
See exactly what tree care your client scheduled before.
Customers
Fields
Add more specific client information to run your arborist even better. For instance add their date of birth, Customer ID, pet name and more.
Get reviews from clients
Effortlessly collect reviews from your customers, which will soon appear directly on your page for everyone to see.
Customer list
See or find your most valuable clients. This lets you build relationships and get more appointments.
Edit clients
Edit client details, merge and remove to keep your client list up to date.
Client details
For arborists it's super handy to have all the details of clients at their finger tips. Allowing you to send a text, call or email whenever you need.
Add notes
Add notes about your clients. These notes show up around the appointment, so you can pick up the conversation with your client where you left off last time.
Today's clients
Your daily overview of clients. Showing you exactly who's you will see today, and an easy way to let you schedule again.
Schedule again
In just a tap your clients become regulars. Get the best date and time for the next appointment. No upcoming appointment? You and your clients are reminded to schedule a tree care again.
It's your data
It's your data. The client information is yours. Vev doesn't sell, resell, target or advertise with the data from your arborist. Of course not!
Client history
See exactly what tree care your client scheduled before.