Put crews on paying jobs, not paperwork loops
CashTree connects dispatch boards, accounting, and customer comms so emergencies get answered, estimates turn into draws, and trucks roll with the right materials the first time.
Dispatch intelligence your whiteboard cannot version-control
Illustrative tickets showing how CashTree narrates job state across teams. Your CRM rows stay the ledger; we make them move faster.
JOB-4182
Emergency leak: Oak Ave
Dispatched @ 6:42a · ETA text sent
JOB-4183
Panel upgrade: permit pulled
Materials list synced · crew notified
JOB-4184
Commercial PM: rooftop unit
Photo log uploaded · warranty flag
Estimate → completion, without losing margin in the middle
Lead intake
Missed calls transcribed, classified, and booked against technician zones; no more sticky-note roulette.
Estimate
Site photos + measurements structured into line items your accounting system understands.
Schedule
Travel buffers, parts availability, and union rules respected before confirmations send.
Close-out
Invoice, lien waiver reminders, and review asks fire after job completion triggers, not whenever someone remembers.
Weather & seasonality buffers
Freeze/thaw cycles and storm bands swing call volume overnight. CashTree can throttle marketing spend, shift on-call rotations, and remind customers about preventive maintenance windows, without owner intuition carrying the whole load.
Safety & proof packets
Automations compile photo timelines, permits, and signed change orders so insurance or GC audits don’t stall your cash flow. Humans still inspect jobs; we remove duplicate uploads across five folders named “Final FINAL”.
Skilled trades automation FAQs
We’re already buried in FieldPulse / ServiceTitan / Jobber. What changes?+
CashTree doesn’t replace your source of truth; it orchestrates what happens between systems: voicemail → CRM, estimate PDF → accounting, permit PDF → compliance folders. You keep the tools your crews know.
How do automations survive bad cell service?+
Workflows queue outbound actions when APIs recover, store offline captures once they sync, and never delete technician edits; conflicts surface as tasks instead of silent overwrites.
Can owners still approve big quotes manually?+
Yes. Threshold rules route anything above $X or involving permits to owner SMS/email with one-tap approve or revise loops.
Stop losing margin to admin drag between jobs
Share how crews communicate today. We’ll map emergency intake, estimate approvals, and billing hooks into durable automations your techs will actually use.