Roots CRM

What Roots CRM is

Roots CRM is a customer and job management system for tree service companies. It organizes leads, estimates, jobs, crews, invoices, and follow-up in one workflow. Estimate tools handle line items, updates, and scope changes, with estimates connected to jobs and crews. Teams can schedule work orders, view several crew calendars, divide work among crews, and monitor job status on a calendar. Field crews can use a phone to see customer details, notes, schedules, and status, then send updates to the office. Invoices and payment status connect with estimates, completed work, extra line items, and customer records. Roots runs on Android, iOS, and the web, and includes estimate building, crew scheduling, and online payments. Plans include Starter at $149 a month or $135/mo billed annually, Growth at $299/month or $270/mo annually, and Pro at $799/month or $720/mo annually. Enterprise pricing is custom. A 14-day trial is available, but there is no free plan.

Who it suits

Roots suits tree service businesses, including owner-led operations and companies managing multiple crews. It is aimed at teams needing connected field, scheduling, estimating, and billing workflows.

Limits

Starter supports up to 5 users, 2,500 customers, 15,000 core records, and 15 GB of file storage. Higher plans raise these limits, while Enterprise uses custom limits and pricing.

Getting started

1. Open the Roots CRM website
2. Start the 14-day trial
3. Choose a paid plan after the trial
4. Use the Android, iOS, or web version
5. Connect available providers such as Google, Stripe, Gusto, QuickBooks, Twilio, or SendGrid

Verdict

Roots CRM brings tree-service estimating, crew scheduling, field updates, invoicing, and payments together. Its paid plans and user limits should be weighed against the size of your operation.