Connect the office and field.Keep every job on track.
CashTree turns service requests and field updates into clear scheduling, approval, billing, and customer actions without automating technical decisions.
Move information between the office and field
Use the updates your team already makes to prepare the next business step.
Connection 1 Sort the request
Collect the details needed to route a repair, estimate, or project inquiry.
Connection 2 Pause for approval
Send scope, pricing, and customer decisions to the right person.
Connection 3 Finish the office work
Turn job updates into customer messages, invoice tasks, and follow-up.
The handoffs that slow electrical work
Field work and office work move at different speeds unless the updates connect them.
The request lacks detail
A residential repair and commercial project need different questions and routing.
A scope change waits
New site information needs approval, pricing, scheduling, or a client conversation.
The field update stops short
Notes and photos arrive, but billing and customer follow-up still wait.
Built for your operation
Automation supports the work. Electricians make the decisions.
CashTree connects your phone, schedule, estimating, field-service, invoicing, and customer tools. Safety, diagnosis, scope, pricing, and professional judgment always stay with qualified people.
Connect the repeat steps between your tools
Build an automation system around the way your office and electricians already work.
Explore AI automationFewer gaps between a job update and the next action
Each update reaches the person or system responsible for what happens next.
Better request details
The office receives the information needed to route the work.
Controlled approvals
Important scope, pricing, and customer actions wait for review.
Complete closeout
Field updates prepare billing, communication, and follow-up.
Certified to build smarter growth systems.
The CashTree team is backed by verified professional certifications in digital marketing, search advertising, workflow automation, and project management.
Google Ads Search Professional Certification
Asana
Workflow Specialist Certificate
HubSpot
AEO Dual Certified
AWS
AWS Agentic AI Demonstrated
AI-Powered Performance Ads Certification
Electrical service automation, answered.
Don’t see your question? Reach out and our team will get back to you within one business day.
Yes. CashTree uses separate intake questions, assignment rules, documents, and approval paths where the work differs, while shared customer, schedule, estimating, and reporting systems stay connected.
Give the office and field one clear workflow. Keep every job moving safely.
Show us where information stops between the field and office. We’ll connect the next step.