T.E.A.M. Tree Service · Tampa Bay, Florida
A website connected to
the work that follows.
A public website, a personalized CRM, and ongoing marketing. Built around helping Tom find and follow up with the people who need his team.
The work behind the website
Give the owner a place to follow through.
I built Tom’s public website and a personalized CRM for tracking leads, alongside ongoing SEO and Google Ads work. The CRM has grown from a lead list into the path from a website request to an approved estimate.
The step-by-step workflow walkthrough shows the related handoff using fictional records and existing interfaces.
- Website
- Explain the services and offer a path to request a quote.
- CRM
- Take a request from first alert to an approved estimate.
- Marketing
- Support search visibility and advertising.
The CRM today
From a website request to an approved estimate.
Built for Tom to run from his phone, in the field, between jobs.
- 1
A request comes in
The website form saves the lead and sends a push alert to Tom’s phone. It stays marked new until he opens it.
- 2
The visit gets scheduled
Drag the estimate visit onto a day. It syncs to Google Calendar, with map, navigate, and call one tap away.
- 3
The estimate gets built
Type a few letters and his saved services fill the line. Mark up a job photo to show which trees come down.
- 4
The customer approves online
The customer opens a branded estimate and approves it from their phone. Tom gets an alert when they do.
A separate workflow illustration
Automate the handoff. Keep the judgment.
Capture a fictional inquiry, try sending it through twice, and confirm the missing details before scheduling a visit.
- Request
- Lead record
- Review
- Estimate visit
Incoming request · REQ-001
A limb needs attention.
A homeowner wants an estimate for a storm-damaged limb near the driveway.
- Contact
- Alex Sample
- Service
- Tree pruning / trimming
- Request
- Please check access from the driveway before the visit.
What if the same request arrives twice?
The request needs an owner.
Capture it, record a follow-up, then decide whether the visit is ready to schedule.
A sample request is ready. Capture it to create a lead record.
Two illustrative rules: a repeated request keeps one lead, and scheduling waits for a person to confirm access and time. These explain a design approach, not verified rules in the client CRM.
What this example shows
This simplified interface is separate from the client’s production CRM. The records and actions are fictional, run only in this page, and reset when it reloads. No messages, appointments, or client records are created.
The original anonymous screenshot walkthrough shows existing form and CRM components exercised locally with simulated actions. Production login, storage, message delivery, and calendar synchronization were outside that demonstration.
From the source walkthrough
24 seconds inside the workflow.
The original anonymous form and dashboard views, using fictional records and simulated actions. This clip follows the basic request-to-visit path.
Inspect each screenshotAnonymous demonstration. Fictional records and simulated actions.
Download the clipRead the clip transcript
A customer describes the job. The request starts the workflow. Contact details, the request, and its current status stay together in the lead record. An operator sets a follow-up date and leaves context for the next action. The estimate visit appears in the operator’s calendar view. The same fictional visit appears in the existing mobile view. Fictional records and simulated actions are used throughout.
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