Records the ERP keeps
- Tree inventory per property with species and DBH
- Risk assessment with defect and target notes
- Permit and protected-species record by jurisdiction
- Equipment and crane requirement per job
- Debris volume and disposal record
Outdoor & Grounds · Tree Service & Arborist
Risk assessed,
permit pulled,
canopy respected.
Canopy photos score defect and failure risk, and estimate debris volume for haul-off pricing. Priced the way the trade already prices — per-tree by height class, access difficulty, and debris volume. Booking, dispatch, proof of work, the invoice and the settlement are one record, from the first call to the last dollar.
16modules live on day one
5record types the ERP keeps
4workflows shipped, not configured
1workspace instead of six subscriptions
The spine
One record, from the first call to the last dollar.
Canopy photos score defect and failure risk, and estimate debris volume for haul-off pricing. Ask for it in plain language; the workspace does the part that is the same every time, and leaves you the part that is judgement.
Quote
Schedule
Close out
New job for homeowners with hazard trees and storm damage. Price it on per-tree by height class, access difficulty, and debris volume, schedule it, and send them something they can approve.
Chat with xTREEx the way you would brief a lead tech
Pricing basisper-tree by height class, access difficulty, and debris volume
Records createdTree inventory per property with species and DBH · Risk assessment with defect and target notes
Workflow enteredRisk assessment
Integrations touchedMunicipal permit portals · Equipment rental partners
LedgerXODIAK attribution on settle
- 01
Intake
Homeowners with hazard trees and storm damage arrives through a form, a call, a text or a referral, and lands as one contact with one history — not four copies in four inboxes. The call is recorded, transcribed and filed against them.
- 02
Price
The quote is built on per-tree by height class, access difficulty, and debris volume. Two people pricing the same job get the same number, because the basis lives in the workspace and not in somebody's head.
- 03
Dispatch
Accepted work becomes tree inventory per property with species and dbh on a schedule, assigned to a real person with the drive time, the parts and the access notes already attached.
- 04
Prove
Permit and protected-species record by jurisdiction is captured in the field, timestamped and located, and lands in the customer's own portal before the crew is off the property.
- 05
Settle
The invoice is generated from the closed job, not retyped from it. Card, ACH and financing sit inside the document, and every dollar — including what a referral partner is owed — is written to the XODIAK ledger.
What it replaces
Bids that ignore crane and access cost.
Every tree service & arborist operation eventually runs on the same four things: a calendar, a phone, a notebook and someone's memory. They work until the business is big enough that they cannot, and the failure is always the same — the thing that was true in the field never reached the office.
- Bids that ignore crane and access cost
- Protected-tree violations discovered after the cut
- Storm surges that overwhelm a paper schedule
None of that is a discipline problem. It is what happens when the estimate, the schedule, the photos and the invoice live in four systems that do not know about each other.
TRE
What the platform sees
The assessment happens
before the truck moves.
Canopy photos score defect and failure risk, and estimate debris volume for haul-off pricing.
It does not set your prices. Quantities come from what was actually measured or counted; the rates come from your own book. That is the difference between a tool that guesses and a tool that shows its work — and it is why two people on your team pricing the same job land on the same number.
- Every assessment is attached to the record it was made against, with the inputs kept
- Runs on the platform's own gateway — one budget, one log, no model you did not choose
- Wrong once, corrected once: your correction becomes the basis for the next one
TRE
The workspace
16 modules. Every one a real surface, wired to the others.
This is not an app that integrates with five other apps. It is one data spine — the customer, the job, the money — that every module reads and writes. xTREEx inherits the operating core every service business needs, then adds what tree service & arborist specifically requires.
Customers
CRM (Contacts, Companies, Deals)
Contacts, companies, and every deal in a pipeline you can see down. The customer record is one record, not one per app.
Comms
Calendar & Meetings
One calendar for crews, customers and you. Availability, booking links, drive time and the jobs themselves in the same grid.
Delivery
Tasks
Assigned work with a due date and an owner, hung off the customer and the job rather than a group chat.
Operations
ERP - Work Orders
The work order is the spine: scheduled, dispatched, documented, closed and billed as one object, never re-keyed.
Comms
Client Portal & Intake
Your customer's own view: what was scheduled, what was done, the photos, the quote, the invoice, the receipt. No login support calls.
Money
Invoices
Invoice from the closed job, with the line items the job produced. Terms, reminders and aging that chases itself.
Money
Payments & Checkout
Card, ACH and financing at the moment the customer says yes — in the quote, in the portal, and in the field.
Comms
Messaging (Email, SMS, Voice)
Email, SMS and voice against the same contact record, so the whole thread is one thread whichever way the customer replied.
Growth
Campaign Manager
Reach the list you already have — seasonal reminders, renewals, win-backs — with the outcome attributed back to the job that paid for it.
Money
XODIAK Chain & Treasury
The ledger. Every dollar of revenue, cost and referral credit written to a chain you can audit, with settlement attached.
Operations
ERP - Inventory
What is on the truck, what is in the shop, and what has to be ordered — tied to the jobs that will consume it.
Content
Media Library (Audio/Video/Image)
Every photo, video and voice note the business has taken, organised by job and customer instead of by whoever's phone took it.
Deals
Deal Rooms
A shared, permissioned room for a big job: documents, scope, questions, approvals and signature in one place.
Customers
Talent Network
Crews, subs and 1099 help with licences, insurance and past performance on file before they are dispatched.
Intelligence
Analysis & Insights
The numbers behind the business, read off the records you already keep. No spreadsheet export, no separate BI seat.
Partners
Partners & Revenue Share
Referral sources, subcontractors and channel partners with the revenue share calculated and settled, not remembered.
Operations
What the workspace actually keeps.
A scaffolded xTREEx workspace opens with these already in it. Not empty tables waiting for a consultant — the records, the workflows and the integrations this trade runs on.
Workflows it ships with
- Risk assessment → permit check → priced removal or pruning plan
- Crane and equipment scheduling against crew availability
- Storm-response queue with triage by hazard
- Wood and mulch resale from processed debris
Integrations wired first
- Municipal permit portals
- Equipment rental partners
- Stripe
- QuickBooks
The four numbers you check
- Revenue per crew-day including equipment cost
- Storm-response capture rate
- Permit cycle time
- Injury and near-miss rate
Who it is for
Built for the buyer you already sell to.
- Homeowners with hazard trees and storm damage
- Municipalities and utilities with clearance contracts
- Developers clearing lots under tree ordinances
How the business makes money
- Removal, pruning, and stump grinding
- Storm response and emergency clearance
- Municipal and utility clearance contracts
Every one of those lines is a revenue type the workspace can price, schedule, document and invoice on its own terms — recurring contracts do not get bolted onto a one-off quote form.
TRE
Signals
Work that is about to exist.
Most tree service & arborist businesses find work after somebody else has already decided to buy. The platform's signal layer looks earlier — at the public record, and at what a camera can see from the road.
Opportunity scanning
The public record, filtered to you
Permits, filings, closures, listings, weather events and WARN notices, matched against what you sell and the territory you sell it in. Dated and sourced, so you can act on it rather than believe it.
Drive-by intel
A condition, seen from the road
The platform's drive-by layer reads public street-level and camera imagery and catalogues what it finds as a located, described condition — an asset in a state somebody eventually has to deal with. It tells you the need exists. Whether you want it is still your call.
Your own territory
Deduped against your pipeline
A signal that matches a customer you already have does not arrive as a new lead. It arrives on the record it belongs to, which is the difference between a useful alert and another inbox.
Drive-by intel is a platform capability, not a lead subscription. It is described here because it is how xTREEx finds work; it is not a promise of a volume of jobs. See the drive-by layer.
What it costs
Start with the workspace. Pay for what you switch on.
xTREEx is not sold as a seat licence with a floor you have to grow into. The workspace scaffolds, you run it, and the premium surfaces unlock individually — either on a monthly unlock or against a credit balance you top up when you want to.
The workspace
Free to open
Scaffolded with all 16 modules
- Every record type and workflow above
- Your customers, jobs, quotes and invoices
- Client portal and share links
- XODIAK ledger on every settled dollar
Premium surfaces
Per feature
Monthly, or a 24-hour unlock
- Everything in the workspace, plus
- The surfaces you actually use, switched on one at a time
- No bundle you are paying for to reach one feature
- Cancel a surface without cancelling the business
Credits
$20 / 500 XDK
Top up, spend across any surface
- An alternative to a monthly unlock
- Spend against assessments, exports and unlocks
- Balance carries; nothing expires monthly
Multi-branch
Talk to us
More than one location or brand
- Everything above, plus
- Branches under one roof, with their own books
- Your own domain and branding
- Named onboarding and data migration
Prices shown are the live platform catalogue. xTREEx-specific packaging is set per market; ask before you assume a number you saw somewhere else applies to you.
The X Standard
Cross·
Connect·
Protect·
Every xVERTICALx on this network — xTREEx among them — is a face wrapped around the same engine. The leading and trailing x are platform brackets: Cross-Connect Protocol in, Cross-Connect Protocol out.
Cross — bridge any vertical to any resource. Connect — one identity, one ledger, one settlement rail. Protect — verified identity and an auditable chain from edge to core. See all 74 verticals.
Questions
The ones that actually get asked.
Is xTREEx a separate product from the Biz Dev App?
No. xTREEx is the tree service & arborist configuration of the Biz Dev App — the same platform, the same ledger, the same support, scaffolded with the 16 modules and 5 record types this trade actually uses. If the business later adds a second line of work, it does not mean a second subscription; it means another vertical switched on in the same workspace.
How does xTREEx price a job?
On per-tree by height class, access difficulty, and debris volume. The basis lives in the workspace rather than in an estimator's head, so the same job quoted by two people produces the same number. Your own rates, your own catalogue — the platform supplies the structure and the arithmetic, never the prices.
What does it connect to that we already use?
Municipal permit portals, Equipment rental partners, Stripe, QuickBooks are wired first, because those are what a tree service & arborist business is usually already running. Anything else goes through the xCONNECTx public API catalogue rather than a custom build.
What happens to the data we already have?
It comes in. The archive import pipeline takes historical customers, jobs and invoices and lands them as real records — searchable, reportable, attached to the right customer — rather than as a folder of PDFs nobody opens. The point of moving is to keep the last five years, not to start over.
Get started
Open the tree service & arborist workspace and put one real job through it.
Not a demo with sample data. Bring a customer you already have, quote the work on per-tree by height class, access difficulty, and debris volume, run it, and see whether the invoice writes itself.