Built for small tree service companies

Run your tree service without spreadsheets or chaos

CanopyRoute helps you manage leads, quotes, jobs, crews, and scheduling in one place.

Start free trial Sign in

Lead to job workflow

Crew-ready schedule

Photos and checklists

Daily operations

Leads, quotes, jobs, crews

Live

New leads

Quotes sent

Active jobs

Tree removal

Ready to schedule

Approved

Pruning crew

Today, 10:30 AM

Scheduled

Storm cleanup

Checklist 4 of 6

In progress

Crew checklist

Confirm access notes

Upload before photos

Mark job complete

Operations get messy fast when every job lives somewhere different

Most tree companies do not need more complexity. They need one reliable place to see what came in, what was quoted, what is scheduled, and what crews finished.

Leads get buried in texts, voicemails, and call notes.

Schedules live on whiteboards that crews cannot see in the field.

Owners have to ask around to know which jobs are approved, scheduled, or complete.

Job photos, checklists, and crew notes are scattered across phones.

One operational path from first call to finished work

CanopyRoute keeps the work moving through a simple flow: capture the lead, build the quote, get approval, schedule the job, coordinate the crew, document the work, and see what is done.

One system

Lead, quote, job, and completion records stay connected.

Real-time status

See what is new, approved, scheduled, active, or complete.

Crew coordination

Give field teams the job notes, checklist, and assignment context.

Photos and proof

Keep job photos with the work record instead of scattered across phones.

Everything needed to keep daily tree work organized

Built around the practical rhythm of estimates, crews, equipment, job notes, photos, and follow-through.

Leads & Customers

Capture calls, referrals, and web inquiries with the customer and property attached.

Enables

Keep every new opportunity in one queue.

Practical benefit: Fewer missed callbacks and less digging through messages.

Quotes & Estimates

Build estimates, track approval status, and keep quote details connected to the job.

Enables

Move cleanly from estimate to approved work.

Practical benefit: Know what has been sent, accepted, and ready to schedule.

Job Scheduling

See approved, scheduled, active, completed, invoiced, and paid work in one place.

Enables

Plan the day without relying on a whiteboard.

Practical benefit: Crews and office staff stay aligned as the schedule changes.

Crew & Equipment

Assign crews, track equipment, and flag assets that need service or attention.

Enables

Match the right people and gear to each job.

Practical benefit: Avoid last-minute confusion before crews roll out.

Checklists & Photos

Give crews clear job checklists and a place to upload before, progress, and after photos.

Enables

Document work from the field as it happens.

Practical benefit: Cleaner handoffs, better records, and fewer follow-up questions.

Reports & Visibility

Track open work, quote volume, completed jobs, and operational bottlenecks.

Enables

Understand what is moving and what is stuck.

Practical benefit: Make decisions with the current state of the business in view.

A simple workflow your office and crews can follow

CanopyRoute mirrors the way tree work already moves, without forcing your team into a complicated setup.

Capture lead

Create quote

Get approval

Schedule job

Complete work

Get paid

Used by growing tree services

Customer stories and testimonials will appear here as more operators use CanopyRoute in the field. No fake quotes, no stock praise, just real feedback when it is available.