A Professional Client Experience That Sets You Apart
In the tree care industry, the customer experience often ends when the crew drives away. Follow-up communications rely on phone calls, paper invoices mailed weeks later, and email chains that get buried in inboxes. Arbor Dash changes this with a dedicated customer portal that gives your clients a modern, self-serve experience for every interaction with your company. From the moment you send an estimate to the day the final invoice is paid, your customers have a single place to manage everything, and it all carries your company branding.
When you send an estimate through Arbor Dash, your customer receives an email notification with a link to their portal. They log in (or use a secure magic link for one-click access) and see the full estimate with line items, pricing, photos, and your professional terms and conditions. They can approve the estimate with a digital signature or request changes by leaving a comment, all without a single phone call. Once work is approved and scheduled, the portal shows the job status so the customer knows when to expect your crew. This transparency reduces the "when are you coming?" calls that eat up office time and builds trust with clients who appreciate being kept in the loop.
After the job is complete, invoices appear automatically in the customer portal. Your clients can view the detailed invoice, see any attached before-and-after photos, and pay directly through the portal using credit card or ACH via the QuickBooks Payments integration. Payment confirmations are sent instantly, and the payment status updates in both Arbor Dash and QuickBooks Online. For commercial clients and property managers who need to process multiple invoices, the portal provides a complete invoice history with filtering by date, status, and property, making it easy to reconcile payments and pull records for their own accounting.
The customer portal also serves as a document hub where clients can access proposals, work reports, tree assessments, and any other files you have shared with them. Combined with the white-label branding capability, the portal becomes an extension of your company's digital presence. Your customers see your logo, your colors, and your custom domain throughout the experience. For tree care companies that work with HOAs, municipalities, and commercial property managers, this level of professionalism differentiates you from competitors who still rely on paper documents and phone-based approvals.
- Self-serve estimate approval with digital signature
- Invoice viewing with full line-item detail
- Online payment processing (credit card and ACH)
- Real-time job status tracking
- Document access for proposals, reports, and assessments
- Fully branded with your logo, colors, and custom domain
- Secure magic link login for one-click access
- Invoice history with filtering and search
How It Works
- Send an estimate or invoice through Arbor Dash. Your customer receives an email with a secure portal link.
- The customer logs into the branded portal and views the estimate, approves it with a digital signature, or leaves comments.
- After work is completed, invoices appear in the portal. The customer pays online with credit card or ACH.
- All documents, job statuses, and payment history are accessible anytime through the portal dashboard.