Tree Trimming / Removal Estimate
Inbound request for tree trimming, removal, or stump grinding estimate.
When this runs
classifies this work type when the caller says things like:
How the call goes
3 surface rules tied to missing field definitions. Urgent first.
Ask whether the tree is near any structures, power lines, or fences.
urgent“Is the tree near your house, power lines, a fence, or any other structure?”
Field: Proximity to structures or power lines
Determine if this is an emergency (tree leaning, storm damage) or routine request.
important“Is this something urgent — like storm damage or a tree that's leaning — or is it routine trimming?”
Field: Urgency (hazard, storm damage, routine)
Clarify whether they need trimming, full removal, or stump grinding.
important“Are you looking for trimming, full tree removal, or stump grinding?”
Field: Service type (trimming, removal, stump grinding)
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Never quote a price without an on-site assessment.
Do not promise same-day emergency removal without dispatch confirmation.
Never advise the caller to attempt cutting or trimming themselves.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm service address
- Confirm callback number
- State next step
- Send confirmation
Then creates a job with:
- Caller name
- Callback number
- Service address
- Service type (trimming, removal, stump grinding)
- Tree species (if known)
- Approximate tree height
- Number of trees
- Proximity to structures or power lines
- Urgency (hazard, storm damage, routine)
- Stump grinding needed
- Preferred estimate appointment
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