Tree service

Ironbridge Creek Tree Care · Tree service · Duluth, MN

Ignatius Blackmoor is the crew lead at Ironbridge Creek Tree Care, a tree care company, and relies on it to bill every job with a deposit and a final invoice, get the work authorization signed, and keep after whatever is still unpaid.

Construction and tradesBillingDocuments and e-sign4 tables · 7 views · 3 forms · 2 dimension sets · 1 dashboard · 1 digest · 2 documents · 1 notification · 1 stage rule set · 1 agent
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Invoice board

Invoices
Draft2
IC-20312Jasper Wrenfield: tree removalJasper Wrenfield-Obi
IC-20313Skyline Terrace Flats: pruningSkyline Terrace Flats
Sent4
IC-20314Morrow Street Dental Group: storm cleanupMorrow Street Dental Group
IC-20316Northfield Township roads crew: land clearingNorthfield Township roads crew
IC-20317Penhallow: pruningPenhallow Row Condominium Association
IC-20325Northfield Township roads crew: tree removalNorthfield Township roads crew
Partly paid2
IC-20321Thaddeus Marlowe: storm cleanupThaddeus Marlowe-Eze
IC-20322Barnaby Tillerman: stump grindingBarnaby Tillerman
Overdue3
IC-20318Quinlan Orchard Bed and Breakfast: tree removalQuinlan Orchard Bed and Breakfast
IC-20319Rowan Hartigan: stump grindingRowan Hartigan-Sato
IC-20320Seraphina Kovalenko: tree removalSeraphina Kovalenko-Reid
Paid14
IC-20301Adelheid Rosenquist: tree removalAdelheid Rosenquist-Bello
IC-20302Barnaby Tillerman: pruningBarnaby Tillerman
IC-20303Cordelia Nakamura: stump grindingCordelia Nakamura-Fitch
IC-20304Desmond Okwuosa: storm cleanupDesmond Okwuosa
IC-20305Esperanza Voss: tree removalEsperanza Voss-Lindqvist
9 more

Tables

Invoices

25 sample rows · 11 columns

What each tree job was billed: deposits and final bills, what has come in and what is still owed.

Invoice numberJobCustomerInvoice forAmount billedPaid so farStill owed
IC-20314Morrow Street Dental Group: storm cleanupMorrow Street Dental GroupFinal$3,195$0$3,195
IC-20323Cordelia Nakamura: tree removalCordelia Nakamura-FitchDeposit$810$810$0
IC-20324Fitzgerald Ashby: land clearingFitzgerald Ashby-MoreauDeposit$1,860$1,860$0
IC-20316Northfield Township roads crew: land clearingNorthfield Township roads crewFinal$5,460$0$5,460
IC-20325Northfield Township roads crew: tree removalNorthfield Township roads crewDeposit$1,260$0$1,260
IC-20317Penhallow: pruningPenhallow Row Condominium AssociationFinal$1,265$0$1,265
IC-20311Jasper Wrenfield: tree removalJasper Wrenfield-ObiDeposit$720$720$0
IC-20315Northfield Township roads crew: land clearingNorthfield Township roads crewDeposit$2,340$2,340$0
IC-20321Thaddeus Marlowe: storm cleanupThaddeus Marlowe-EzeFinal$1,605$640$965
IC-20322Barnaby Tillerman: stump grindingBarnaby TillermanFinal$530$210$320
IC-20318Quinlan Orchard Bed and Breakfast: tree removalQuinlan Orchard Bed and BreakfastFinal$1,930$0$1,930
IC-20319Rowan Hartigan: stump grindingRowan Hartigan-SatoFinal$800$0$800

13 more rows

Jobs

30 sample rows · 16 columns

Every tree job from quote to signed authorization, the work day and what it was billed.

JobJob numberCustomerWorkWhere the work isCrew on siteCrew lead
Desmond Okwuosa: pruningTJ-6125Desmond OkwuosaPruning988 Mercer Ridge Road, Duluth, MN—Ignatius Blackmoor
Isadora Whitlock: stump grindingTJ-6127Isadora Whitlock-NgStump grinding1062 Pinion Street, Duluth, MN—Wenona Strickland
Quinlan Orchard Bed and Breakfast: land clearingTJ-6129Quinlan Orchard Bed and BreakfastLand clearing1136 Gull Harbor Road, Duluth, MN—Corwin Haldane-Pike

Customers

18 sample rows · 8 columns

The homeowners, managers and businesses the crews work for, and what each one still owes.

CustomerKindPhoneEmailJobsInvoices
Adelheid Rosenquist-BelloHomeowner(218) 555-0150adelheid.rosenquistbello@duluthmailpost.netAdelheid Rosenquist: tree removalIC-20301
Barnaby TillermanHomeowner(218) 555-0151barnaby.tillerman@northshorepostbox.comBarnaby Tillerman: pruning, Barnaby Tillerman: stump grindingIC-20302, IC-20322
Cordelia Nakamura-FitchHomeowner(218) 555-0152cordelia.nakamurafitch@duluthmailpost.netCordelia Nakamura: stump grinding, Cordelia Nakamura: tree removalIC-20303, IC-20323
Desmond OkwuosaHomeowner(218) 555-0153desmond.okwuosa@northshorepostbox.comDesmond Okwuosa: storm cleanup, Desmond Okwuosa: pruningIC-20304
Esperanza Voss-LindqvistHomeowner(218) 555-0154esperanza.vosslindqvist@duluthmailpost.netEsperanza Voss: tree removalIC-20305, IC-20306
Fitzgerald Ashby-MoreauHomeowner(218) 555-0155fitzgerald.ashbymoreau@northshorepostbox.comFitzgerald Ashby: pruning, Fitzgerald Ashby: land clearingIC-20307, IC-20324
Gwendolyn Pruitt-AdeyemiHomeowner(218) 555-0156gwendolyn.pruittadeyemi@duluthmailpost.netGwendolyn Pruitt: tree removal, Gwendolyn Pruitt: tree removalIC-20308
Humphrey CastellanosHomeowner(218) 555-0157humphrey.castellanos@northshorepostbox.comHumphrey Castellanos: emergency call-outIC-20309
Isadora Whitlock-NgHomeowner(218) 555-0158isadora.whitlockng@duluthmailpost.netIsadora Whitlock: land clearing, Isadora Whitlock: stump grindingIC-20310
Jasper Wrenfield-ObiHomeowner(218) 555-0159jasper.wrenfieldobi@northshorepostbox.comJasper Wrenfield: tree removalIC-20311, IC-20312
Morrow Street Dental GroupBusiness(218) 555-0161accounts@morrowstreetdental.comMorrow Street Dental Group: storm cleanup, Morrow Street Dental Group: pruningIC-20314
Northfield Township roads crewCity or township(218) 555-0162accounts@northfieldtownship.orgNorthfield Township roads crew: land clearing, Northfield Township roads crew: tree removalIC-20315, IC-20316, IC-20325

6 more rows

Also included

  • Work authorizationDocumentThe agreement a customer signs before the crew arrives, with the work, the day and the price.
  • Unpaid bill reminderDocumentThe letter the office sends when a tree job invoice goes unpaid.
  • Invoice boardStage rules
  • Monday unpaid listDigest
  • Invoice overdueNotificationAlerts billing on the morning an invoice runs late, so a call goes out while the job is fresh.