One System for Your Green Company

A standard core already running live businesses, configured around your company. The modules below are in the core today. The rest are on the build list, shaped with founding clients.

In the core today Running in the InGen core now, in live businesses. Shaping with founding clients On the build list. Founding clients set the order.

What's included

  • Website built and hosted
  • Ginny edits the website
  • Content calendar with approvals
  • Social and blog publishing
  • Email newsletters
  • Google review asks
  • Weekly AI visibility check
In the core today

Get Found: Website, Content and Reviews

Website built and hosted, with Ginny editing it. Content calendar with approvals. Social and blog publishing. Email newsletters. Google review asks. Weekly AI visibility check.

What's included

  • Finished-job photos to location posts
  • Job address sets the pin
  • Published to your website for local search
In the core today

GeoPins From Job Photos

Finished-job photos plus the job address become location posts on your website for local search. The job address is the source of truth for the pin, not the photo's GPS.

What we shape for green crews: Crew photo capture without an app. The phone camera works with no signal. Crews submit the batch from the phone browser when back in coverage. The job address is the source of truth for the pin.

WillowGreen · GeoPins
A GeoPin: a crew's job photo of a finished front yard pinned to its street on a map of Franklin, TN
A crew's job photo, pinned to the street where the work happened. Sample data.

What's included

  • Weekly check of ChatGPT, Gemini and Google
  • Your rank against tracked competitors
  • The homeowner questions that were asked
  • Ginny drafts content to close the gaps
In the core today

AI Visibility

Homeowners and property managers now ask AI assistants who to call. Every week WillowGreen checks the questions they ask in your area and shows how often you are named, and who is named instead.

WillowGreen · AI Visibility
The AI visibility report for a sample tree company: how often AI assistants name it and its rank
The weekly AI Visibility check: how often AI assistants name you when homeowners ask. Sample data.

What's included

  • Lead source tracking
  • Pipeline stages you define
  • No re-typing customer details
In the core today

Leads and CRM

The pipeline from first call to won job. Contacts, companies, and lead sources tracked in one place.

WillowGreen · Leads
The lead pipeline with New, Estimate out, Won and Plant health columns for a tree service
The lead pipeline for a tree service: every lead keeps its source. Sample data.

What's included

  • Jobs board
  • Crew calendars synced with Google Calendar
  • Multi-day jobs
In the core today

Jobs, Crews and Scheduling

A jobs board, crew calendars synced with Google Calendar, and multi-day jobs without a separate scheduler.

WillowGreen · Crew Calendar
The crew calendar showing three crews color-coded across a week, with a two-day pruning job
The crew calendar: each crew color-coded, multi-day jobs on one record, one open slot visible. Sample data.

What's included

  • Text templates
  • Scheduled texts
  • Call logs and transcripts
In the core today

Customer Texting and Calls

Templated texts, scheduled texts, call logs and transcripts on the job record.

WillowGreen · Communications
Texts and calls from the company line filed on the job, with a customer moving her oak removal to Thursday
Texts and calls from the company line, filed on the job by phone number. Sample data.

What's included

  • Invoices
  • Payments
  • Collections follow-up
  • QuickBooks link
In the core today

Invoices, Payments and QuickBooks

Invoices, payments, collections follow-up, and a link to QuickBooks. No double entry.

WillowGreen · Invoices
Invoices and collections for a tree service, aged 0-30, 31-60 and 60+ days, with QuickBooks sync status
Every job's money in one place, aged so nothing slips. Sample data.

What's included

  • Real-time job status
  • Pipeline and receivables
  • Marketing visibility check
In the core today

Owner Dashboard

The numbers the owner actually watches, in one place.

WillowGreen · Owner Dashboard
The owner dashboard with open estimates, booked revenue, crew days filled and leads by source
The Owner Dashboard: the numbers the owner watches, including crew days filled. Sample data.

Ask it things like

  • Which jobs are waiting on a deposit?
  • Which estimates went out this week and have not been answered?
  • What did we quote Sample Homeowner last spring?
In the core today

Ask Anything With Ginny

Ask a plain-English question about your business by chat or voice. Answers come from your own data and respect each person's permissions.

WillowGreen · Ask Ginny
A chat with Ginny about unanswered estimates and crew availability
The same chat on a phone
Ask Ginny about estimates, crews and money, then approve what she drafts. Sample data.

What's included

  • Role-based permissions
  • Security monitoring
  • Nightly backups
In the core today

Roles, Security and Backups

Each person sees what their role allows. Security monitoring. Nightly backups.

WillowGreen · Team and Roles
Team roles for a tree service: owner, office, crew lead and crew, each seeing only what their role allows
Each person sees only what their role allows, and Ginny answers inside the same limits. Sample data.
Connections

Works With the Tools You Keep

QuickBooks stays your book of record. WillowGreen connects to it and to the tools your office already uses.

QuickBooks

Stays your book of record. WillowGreen connects to it.

Google Calendar

Crew calendars sync both ways.

RingCentral

Texts and calls run through the company line.

Shaping with founding clients

What We Shape for Green Companies

These are on the build list. Founding clients decide the order.

Recurring service and maintenance plans

Maintenance plans, renewals, and reminders for work that repeats.

Seasonal programs

Fertilization, plant health care rounds, irrigation start-up and winterization.

Property and plant records

What is on each property, what was done, what is due.

Estimates and proposals that turn into scheduled work

From proposal to job without re-entering anything.

Crew-day view

Who is where, what they need, photos back to the office.

Certification and license reminders

Arborist certifications, applicator licenses, and renewals tracked for you.

GPS route mapping

Route mapping for crews, on the build list.

Not Sure Which Modules You Need?

Start with how your company runs today. We map every handoff with you and decide together what to keep, what to replace and what to build.

Help Shape WillowGreen

Founding clients shape the first build around how their company works. Kyle Huggins at InGen replies personally.