Guides
- How to download Paid Invoice / Receipt PDF
- How to change Estimate / Proposal email template
- Can I see if the client or customer opened the proposal / estimate?
- How to mark proposals / estimates as "PAID"
- How to see when treatments were completed
- Adding and editing presests for 'Itemized Services'
- Explainer on recommending treatments in Treezi
- How to duplicate estimates and proposals
- How to see past revisions
- How to create new client and proposals / estimates on mobile
- How to Edit or Delete (Disable) Users
- How to update billing or cancel subscription.
- How to add client notes and property notes
- How to hide pricing
- How to create a follow-up to a proposal
- How to change the name of a proposal / estimate
- How to delete or edit an Estimate / Proposal
- How to sync tree photos, or, Tree photos not appearing.
- How to move a tree after map placement
- How to use multi-year and multi-estimate recommendations
- How do I connect QuickBooks (QB)?
- I forgot my password
- How to log into web account
- How to add a new user (Admin, Sales, Crew Lead, Crew)
- Change company settings