PLANS, PRICING & ONLINE DEMO AT

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2 PLANS, PRICING & ONLINE DEMO AT contact management This is no Rolodex. It's a powerful database where every activity is tracked and recorded. AT A GLANCE Messages and appointments for contacts are summarized and stored in one location. Easily find and filter contacts, jobs, and services based on customizable tags. Store related customer documents, spreadsheets and presentations with Google Drive Integration. Find customer account balance and get a history of their payments and invoices. Access all contact data, including job history on-the-go with Arborgold Mobile Apps. Assign sales reps to contact accounts for lead follow up and account management. View which appointments Estimators have completed throughout the day

3 PLANS, PRICING & ONLINE DEMO AT messages & calendar CENTRALIZED COMMUNICATION Send phone messages via text to your sales reps in just one click. KEY BENEFITS Shorten drive times with integrated maps & routing tools. All messages are time-stamped for accurate record-keeping. 1. CALLER ID Identify existing contacts in your database and add new numbers instantly. ENTER THE MESSAGE Assign messages and appointments to estimators or staff for a follow-up. MAKE IT AN APPOINTMENT Arborgold.com PRINT Print phone logs for detailed record-keeping. VIEW Access messages and appointments on-the-go with Arborgold s Mobile Estimator App. Turn messages into scheduled appointments on your calendar. The feature I like the most in Arborgold is the Phone Center. It lets you put in appointments to see what is going on with everyone else s day. It lets you keep track of when your customers call, what they needed and how you helped them. DARLINDA Amarillo Arborlogical 03 04

4 proposals & estimates CUSTOM & STANDARD TEMPLATES Built-in landscape CAD drawing tool allows you to create and include layouts and satellite images. Print or professional-looking quotes and work orders with photos and drawings. Customers can sign on the spot with our built-in e-signature tool on the Mobile Estimator app! DYNAMIC PROPOSALS ESTIMATE WITH CONFIDENCE Estimate project duration and costs using Arborgold s price and cost calculator. Using project square footage and labor rates, you ll create estimates easily and confidently! WOW your customers with an online flip-book proposal! Digital signature approved proposals are automatically ed to the customer and sales rep. There's also a copy stored in the customer's account. PLANS, PRICING & ONLINE DEMO AT

5 I have my laptop in my truck and so I log in right from the job site, get the landscape map of the property, put my quote together, and can it to the customer right from there. If they accept it right away, I can schedule it right away...a lot of wasted time is eliminated! MICHAEL G. TREE FELLERS CUSTOMER AND JOB MANAGEMENT From quote to invoice, Arborgold is complete customer & job management software. From the customer service screen, you can create new jobs, view phone call history, see detailed account & job information, & manage multiple job sites. job management AT A GLANCE Arborgold.com Create service groups and packages to simplify bidding & estimating Create flat retainer contracts, installment jobs, or a-la-carte service billing. View job status including proposed, work order, cancelled, on-hold, & completed. Step away from your desktop and schedule jobs on-the-go with Mobile Estimator. Manage work order line items together or independently by crew. Add important details to each service including notes, pictures & estimated hours. Create and manage service types such as time & material, recurring, one-off, & more

6 PLANS, PRICING & ONLINE DEMO AT scheduling DRAG, DROP AND DONE! Detailed time tracking reports by service, job, or day. Real-time resource & scheduling updates between the office & the field. Automate upcoming customer work order reminders by text or . ROUTE WORK ORDERS Keep crews moving efficiently with smart job routing, maps, and directions, all accessible via the Mobile Crew app. Scheduling Options for Multi-Day Jobs, Recurring and Ongoing Services, One-Off and Successor Services

7 invoicing & job costing Know Your Numbers Access job costing and production reports by invoice, service type, crew, and more. Everything is connected with QuickBooks and you can process everything under one account. It all just seems to flow very well! NICOLE AUSTIN First Choice Tree Work Flexible Billing Manage deposits, prepayments, contract billing, bill by line item, or entire jobs. Seamless Integration with QuickBooks Sync customers, invoices, and payments to both QuickBooks Desktop or QuickBooks Online. Arborgold.com Electronic Invoicing Get paid faster with online credit card payment options. Batch Invoicing Search & send invoices in a batch, via or print in just a couple of clicks. MAKE PAYMENT PAY NOW 11 12

8 customer portal resource management Client Service Access 24/7 Customers can accept account payments, approval estimates, retrieve detailed account history, and print statements from any device. Get PAID! Customers can access their account information online 24 hours a day, 7 days a week to approve proposals and pay their bills. AT A GLANCE Maintain labor, material, and equipment rates for job costing. Track chemical usage for state reporting requirements. Create accurate square footage bids using our price/cost calculator. Track equipment maintenance schedules & other milestones. Track sub-contractor & related third-party vendor material costs. BONUS: Time track your employees' labor hours with Mobile Crew for accurate direct job costs and sync time-cards to QuickBooks for payroll

9 third-party integration training & support With any investment, it s all about getting what you pay for. At Arborgold, what you get is software success. Google Integration Voice & Text Messaging Marketing Unlike other software programs on the market, Arborgold comes with an optional comprehensive training and setup package so you stay on top of the technology, starting on Day 1. Not everyone's needs are equal. Our training staff will tailor your on-boarding experience around your business needs. Sync appointments and scheduled jobs with any Google Calendar. Integrate Twillo to send both voice broadcasts and text messages to your clients & teams. Integrate and automate follow-up campaigns and send broadcasts with Send Grid. What s Offered with Arborgold: Free weekly online group training sessions. QuickBooks Integration Sync customers, estimates, invoices, and payments with QuickBooks Desktop or QuickBooks Online. Caller ID Speed up inbound messaging and capture new phone numbers with a Caller ID Box. Credit Card Processing Get paid faster with flexible billing options including credit card processing and e-pay. Unlimited year-round support via , chat & telephone. 24/7 Access to our customer support knowledgebase & help center. Invitations and access to user conferences & special training events. 15 PLANS, PRICING & ONLINE DEMO AT subject to change

10 PLANS, PRICING & ONLINE DEMO AT marketing BUILD A BETTER BUSINESS! CUSTOMER LIST It's your data! You own it! Export your contact data at any time for things like direct mailing, holiday card printing, or other fulfillment needs.a GENERATE RENEWALS Save your and your teams THOUSANDS of man hours completing renewals. With Arborgold, new contracts and proposals are generated in just a couple of clicks. Modify jobs with discounts or incentives, receive approvals online, and send them straight to work order status. AUTOMATION MARKETING Perfectly timed follow-up during any sales process can improve your close ratio by 81%! Send automated s to leads and customers using Arborgold's Marketing features. With an unlimited number of follow-ups, timers, and content, everything is completely customizable. Don t let your customers forget you! Arborgold makes it easy to follow up. First Name: Last Name: Company: Address: City: State: Susan Smith ArborSmith 374 Oakleaf Rd Magnolia MS WEB LEAD FORM Insert your Arborgold integrated contact form into your website so leads and clients who send a message to you online will import into Arborgold real-time. In one click, create their contact record and turn their form inquiry details into a phone message or appointment! Zip: Phone: Subject: sue.smith@arb Question... CROSS MARKETING Arborgold knows our industry from years of practical hands on experience in the Green Industry, and it really does show in how it functions. If you want to take your business to the next level, and can't seem to do it on your own, you NEED Arborgold. Message: Hello I was just wondering if... SUBMIT Not ALL new revenue needs to come from new leads! Uncover sales from existing customers with Arborgold's cross marketing feature. Locate single service customers and offer them related packages with a preferred discount! ALLISON MARTIN Summer Lawns, Inc

11 mobile estimator Create a custom checklist for your crews. Enable on-the-go billing features inside our mobile crew app. View landscape drawings & photos on-site. Mobile Apps allow you to keep working on-the-go! Add-on services to existing work orders. View real-time crew location check-ins via GPS. View phone messages and appointments in real-time. Create detailed bids & estimates on-site. Schedule or modify work orders in the field. Get a signature on the spot, win the bid, & schedule the job

12 Join Field Service Industry Leaders For Arborgold's Business Mastermind Conference users conference As part of your product support and maintenance, Arborgold hosts Users Conferences to bring together clients from all over North America. This two-day, jam-packed business building event offers attendees the ability to network, share ideas, learn from the experts, and more. Access technical and functional best practice hands-on training on subjects such as: Direct and Online Marketing Including Social Media Lead, Prospect, and Client Management Estimating, Proposals, Job Costing and Multi-Version Bids Job Scheduling, Management, and Process Flow Contract Billing and Prepayments Advanced Reporting With too many class titles to mention, Arborgold's Users Conference delivers on a promise to keep you on top of industry news and product technology. PLANS, PRICING & ONLINE DEMO AT 22

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