TreeOS

What it does

Access controls

The security information lists audit logs and owner, admin, and crew roles with fine-grained access control.checked 4 Oct 2026

API limit

A public HTTP API for custom integrations is on the roadmap; current listed options include payment-provider webhooks and public estimate request endpoints.checked 4 Oct 2026

Customer records

The customer CRM keeps jobs, quotes, invoices, notes, photos, and communication together.checked 4 Oct 2026

Data import

TreeOS supports customer imports from CSV files and says support can help migrate customer records, job history, and other data.checked 4 Oct 2026

Estimates and customer portal

Customers can approve estimates online and use the customer portal to pay invoices or request new work.checked 4 Oct 2026

Field crew tools

Crew members can access job details, navigate routes, upload photos, update job status, and clock in with GPS through the crew app.checked 4 Oct 2026

Integrations

The marketplace lists QuickBooks Online, Stripe, Google Calendar, Mailchimp, Twilio SMS, and OpenRouteService integrations.checked 4 Oct 2026

Payments

TreeOS says customers pay through the company’s connected Stripe account and that TreeOS does not store, move, or process customer funds.checked 4 Oct 2026

Scheduling

Its drag-and-drop calendar assigns jobs to crews, shows daily workloads, and flags conflicts.checked 4 Oct 2026

Security

TreeOS says data is encrypted at rest and in transit, company data is isolated, and backups use company-controlled storage.checked 4 Oct 2026

Support

TreeOS lists premium support with the plan and offers live support inside the dashboard after sign-in.checked 4 Oct 2026

What it does

TreeOS is a management platform for tree service companies covering customers, estimates, scheduling, crew management, invoicing, payments, and reporting.checked 4 Oct 2026