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  1. Treezi
  2. Guides

Guides

  • How to schedule a job
  • How to create a tree inventory from existing trees in treezi?
  • How to follow-up with past clients
  • How to bulk send email follow-ups in Treezi
  • 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
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