Offline — estimate drafts will stay on this device and sync when service returns.
Bird's Eye Tree Service

Bird's Eye Tree Service

Admin + Owner operations portal

Sign in

Access clients, estimates, jobs, invoices, payments, and financials.

Set up Admin access

Create the initial Admin account so you can enter Bird's Eye and keep working immediately. The business Owner can create their own account later when they are present.

Add the Owner later: once signed in as Admin, open Admin → Add Portal Account and create the Owner account when they are ready to choose their own email and password.
Customer access is separate. Customers open only the secure estimate or invoice they were sent. They do not create accounts and cannot enter the Admin/Owner portal.
Bird's Eye Tree Service

Dashboard

Preview workspace
Today's workspace

Estimate, schedule, complete, and get paid.

Bird's Eye keeps the customer, property, quote, approval, job notes, photos, and financial history tied together from the first site visit through the completed job.

Workflow: Inquiry → client/property → estimate → approval/signature → scheduled job → invoice/payment tracking.
Revenue this month
$18,450
Completed jobs this month
Open estimates
$24,900
Awaiting decision
Scheduled work
6
Next 14 days
Outstanding
$3,250
Payment pending balances

Upcoming jobs

Needs attention

Names, qualifications, licenses, W-9s and insurance. Online access required.

Client
Property
Last job
Lifetime
Status
Estimate
Client / property
Amount
Status
Sent

Schedule

Tap a day to see every job and estimate visit. Times are Pacific.

Production board
Scheduled and active work
Job
Property
Scheduled
Amount
Status
Owner financial view
Real revenue, payments, and job costs
Invoiced
$0
Approved work invoiced
Collected
$0
Recorded customer payments
Job costs
$0
Entered labor, dump, fuel, equipment, etc.

Job profitability

Payment pending

Job costs

Invoices

Direct invoices and invoices from estimates and completed jobs. Email delivery and payment are tracked separately.

Accounting integration

QuickBooks Online

Automatic accounting sync is not enabled. Export your records from Backup for manual bookkeeping.
Connection status
Checking…
Manual bookkeeping is available. Use Backup to export Bird's Eye records for your bookkeeper. Automatic QuickBooks connection and sync still require integration setup and testing.
Bird's Eye job→Invoice→QuickBooks↔Payment status
Planned sync coverage

Available after integration setup

Recommended setup: Bird's Eye remains the field/operations system. QuickBooks remains the accounting ledger, tax, reconciliation, and financial-reporting system.

QuickBooks sync activity

No automatic sync has been enabled. Use Backup for a manual export.
Customer payment processing

Online Payments

Secure card checkout for approved estimates and invoices, with Apple Pay and Google Pay when eligible.
Payment processor
Checking…
Connect the payment accounts when ready. Card and eligible Apple Pay / Google Pay payments use Stripe’s secure checkout. Use “Take card payment on site” from an approved estimate or job to open that payment page for the customer. A physical card reader or Tap to Pay requires separate provider setup. Venmo is currently an arrangement option; record it after the funds arrive. Online collection stays unavailable until Stripe setup and verification are complete.
↧
Owner-controlled archive

Backup Center

Download a portable copy of Bird's Eye business records for storage on an external hard drive.
Clients
0
Jobs
0
Invoices
0
Photos
0
What gets protected

Business records + history

Full ZIP
Clients, properties, estimates, signatures, scheduled/future jobs, completed jobs, change orders, invoices, payments, job costs, operational history, estimate photos, before/during/after job photos, and private subcontractor W-9/insurance PDFs. Store this sensitive archive securely.
Data-Only
The same structured business data without image files. Useful as a fast secondary backup.
Security exclusions
Passwords, login sessions, API secrets, secure customer-link token hashes, and accounting OAuth secrets are deliberately excluded.

Save to an external drive

Desktop: choose the external drive as the browser download/save location, or move the downloaded ZIP to the drive afterward.

iPhone / iPad: download the ZIP to Files, connect the external drive, then use Files → Move/Copy to place the backup on the drive.

Recent backups

No backup history loaded yet.

Reception · controlled text test

Send one Twilio customer-support preset to the approved pilot phone ending 8122. This does not enable automatic replies or bookings.

Server approval and an owner/admin session are required.

Administrator access
Admin & account management

Portal accounts

Loading accounts…

Access structure

Admin
Full Bird's Eye operational access plus account/role administration. Intended for app creators/administrators.
Owner
Full day-to-day business operations: clients, estimates, jobs, scheduling, invoices, payments, financials, and accounting setup.
Customer
No account. Secure document-token access only to the exact estimate or invoice link received.
Team / Crew
Reserved for a future team-login rollout. Not enabled in this version.