Tree Service Business Forms, Estimate Spreadsheet, Work Order and Invoice Kit

A tree service pays when every removal, trim, stump and load is priced for the crew time it really takes, the chipper and grinder hours, the dump fees and the drive to get there, and when one-time jobs turn into plan members who call you first. This kit prices small, medium and large removals, trimming and pruning, roof clearance, deadwood and hanging limbs, storm cleanup, stump grinding by the inch with a per-stump minimum, brush chipping and haul-away by the load, and wood cut to stove length from your own numbers. It adds a storm or after-hours surcharge, an access uplift for rigged or tight jobs, travel, a plan discount and a deposit, and shows the profit on every job after truck, equipment and overhead.

It is made for US tree service owners, owner-operators and small crews, and for landscapers and handymen who already take down trees or grind stumps, getting ready for fall storm cleanup and winter pruning. The spreadsheet does the math. Record each tree's height and trunk size on the Quote tab and it flags large trees, so you know when to confirm a rigging plan. The printable forms walk each job with a numbered tree and yard drawing, quote it with three options, run the day from a work order and a job day checklist, and leave the client a completion report and a thank-you card. The Clients tab tracks care plans, renewal dates and next check dates, so you can see who is due. Every form has green fields for your business details and a dashed box for your logo. The design is warm off-white, charcoal and deep green, and it also prints well in grayscale.

WHAT'S INCLUDED (8 files)
• Tree Service Pricing & Job Log (.xlsx, 7 tabs): Start Here · Settings (crew labor cost, crew size, truck cost, travel radius and charge, equipment cost per hour on site, fuel and supplies per job, overhead, card fees, target margin, minimum charge, sales tax, deposit, tree size flags, care plan table with visits, discount and plan fee, service time surcharge table, access and difficulty table) · Price Sheet (18 items plus 2 blank: disposal, crew-hours, price at your target margin, your own price, profit and margin) · Quote (items, service time surcharge, access uplift, travel, plan discount, minimum charge, optional plan sign-up, tax, total and deposit, a tree table with size checks, plus an internal profit check) · Job Log (350 jobs; job type, plan fees collected, amount paid, balance, paid status, disposal cost, labor, truck and equipment, card fees and profit) · Clients (150 clients with access, trees on the property, largest tree, species notes, plan, plan fee, renewal date, jobs, revenue, profit, balance, next check due, reminder and renewal flags) · Season Summary (12 months of jobs, costs and profit; jobs by type; plan members and plan fees; reminders and renewals due; lead sources)
• Estimate & Tree Site Walk, 2 pages: client estimate with three options · site walk with a numbered tree and yard drawing, tree table, access checks and a sketch grid
• Job Day Checklist & Completion Report, 2 pages: job day checklist with before and after numbers · client completion report with recommendations and next visit
• Price List & Policy Prompts, 2 pages: price list with three plan cards · service policy prompts
• Work Order & Care Plan Record, 2 pages: work order with a protect-the-property checklist · care plan record with a visit log
• Invoice & Route Sheet, 2 pages
• Flyer & Thank-You Card, 1 sheet (two 5.5 x 8.5 in cards: flyer and a thank-you card)
• Start Here guide

HOW IT WORKS
1. Download the files from Etsy after purchase.
2. Open the .xlsx in Excel, Google Sheets, Numbers or LibreOffice and replace the example crew cost, equipment cost, disposal, margin and plan prices with your own.
3. Add your business details to the PDFs in a PDF editor that edits text, or import them into Canva or Google Docs.
4. Print the forms you need and keep them in the truck.

PLEASE NOTE
• This is a digital download. Nothing physical will be shipped.
• The green [fields] are highlighted text placeholders, not fillable form fields. Replace them in a PDF editor that edits text (for example Adobe Acrobat, PDF-XChange Editor, or Preview on Mac), or import the pages into Canva or Google Docs. Blank lines and boxes are made for writing on after printing.
• Colors may vary slightly between screens and printers.
• For use in your own business or properties only. Please do not resell, share or redistribute the files.
• The spreadsheet is a standard .xlsx with formulas. Type only in the light green cells. Example costs, hours and prices are placeholders, not recommended prices.
• The policy page is a set of prompts, not a contract and not legal advice. No contract, agreement or waiver template is included. The plan record is a visit log, not a service agreement. The site walk and completion report are job records, not a tree risk assessment, an arborist report or a warranty. The checklists are reminder lists, not a safety program or an industry standard; follow your training, the equipment maker's instructions and the rules that apply to your work.
• This is an independent template by HilltopVentures. It is not affiliated with any tree care company, franchise, trade group, certification body, equipment maker, retailer, software or platform.