Glossary
A plain-language reference for the words this wiki uses more than once — look one up here instead of hunting back through an article to find where it was first defined.
Add-on — An extra a homeowner can tick on your online estimator — stump grinding, haul-away, or firewood cutting — that builds the Complete tier on top of Essential. See Multipliers & add-ons.
Ask AI — The assistant panel near the bottom of the Branding, Pricing, and Species tabs in Settings. It proposes changes for you to review; nothing saves until you apply a suggestion and then click that tab’s own Save button. See The AI assistant in Settings.
Attribution — The ordered history of visits that led up to a lead, showing which one opened the relationship and which one closed it. See Attribution: where a lead came from.
Auto-recharge — A saved card that automatically buys a credit pack once your balance drops below a threshold you choose. See Buying credits & auto-recharge.
Base price — The starting dollar amount for a removal or a trim at a given size tier, before any multiplier or add-on is applied. See Base prices by size tier.
Calibration — Feeding real, finished jobs into your rate matrix so the tool can recommend a base rate that would have hit the crew-hour rate you’re aiming for. See Calibrating from job outcomes.
Classification — Tapping Classify on a tree in the field app to get an AI species suggestion and a condition note from its photos. See Species classification & your species list.
Cleanup level — Whether a field-app line includes cleanup or not. Along with service type, it’s one of the two things that pick a rate from your rate matrix. See How DBH pricing works.
Consent — Two separate things share this word here. Cookie consent is a homeowner’s Accept/Decline choice before your online estimator’s tracking scripts load — see Legal pages & cookie consent. The checkbox on the contact form is a different agreement, to be contacted, required before any lead can be created — see The leads list & lead detail.
Credit — The unit that pays for the four actions with a real cost behind them: capturing a lead, a homeowner Virtual Estimate, a species classification, and an assistant message. See How credits work & what consumes them.
DBH — Diameter at breast height: a trunk’s diameter measured at standard breast height, entered directly or converted from a tape reading taken around the trunk. It’s the one physical measurement the field app’s pricing needs from you. See How DBH pricing works.
Estimate — A field-app record for one property visit: the customer, its trees, their prices, and the computed total and guardrail band around it. See Building an estimate on the map.
Field app — The app you or your crew use standing at a tree — or that office staff use while screening a call — to turn a measured trunk into a firm number plus a band. See What the field app is & signing in.
Guardrail band — A percentage below and above the field app’s computed total: a soft sanity range for you, never something read to a customer. Quote outside it and the app asks for a reason before it saves. See How DBH pricing works.
Hazard — A per-tree surcharge for a tree close to a structure or power lines. Your online estimator and the field app each keep their own hazard multiplier, set independently. See Multipliers & add-ons and Multipliers & price overrides.
Lead — A homeowner who finished the contact step on your online estimator, with their details and answers saved for you to follow up on. See The leads list & lead detail.
Multiplier — A factor that raises a tree’s or a line’s price for whatever makes it harder to work. Multipliers on the same tree or line multiply together rather than add. See Multipliers & add-ons and Multipliers & price overrides.
Online estimator — The homeowner-facing tool that turns pinned trees and a few questions into a three-tier price range. See What ArborMatrix is.
Out-of-area lead — A lead captured outside your service area, from the mode that takes the lead but shows the homeowner no price. See Out-of-area leads.
Override — A quoted total on a field-app estimate that differs from its computed total. Go outside the guardrail band and the app asks for a reason before it saves. See Multipliers & price overrides.
Plan — An optional monthly or annual subscription that adds a recurring credit allotment and a bonus on every pack you buy while it’s active. See Pro & Premium plans.
Quote — The three price ranges — Essential, Complete, Premium — your online estimator shows a homeowner after the contact step. See How quote pricing works.
Range — How a homeowner-facing price is always shown: a low end and a high end, never a single number, always confirmed on-site. See Ranges, rounding & limits.
Rate matrix — Your dollars-per-inch rates by service type and cleanup level — the numbers every field-app estimate prices from. See Your rate matrix.
Role — Owner, Rep, or Agency: the three levels of access a person on your account can have. See Inviting your team: owners, reps, agencies.
Service area — The travel radius you set around a center point, and what happens to a homeowner outside it. See Setting your service area.
Size tier — One of four bands — Small, Medium, Large, XL — a pinned tree’s confirmed height lands in, which picks its base price. See Base prices by size tier.
Tier (Essential, Complete, Premium) — The three price ranges a homeowner sees on the reveal, each built on the last: Essential is the tree work itself, Complete adds selected add-ons, Premium multiplies Complete for full cleanup. See How quote pricing works.
Virtual Estimate — An optional walkthrough after the price reveal where a homeowner sends photos, video, and an optional trunk measurement before you ever visit. See Virtual Estimate: homeowner photos & video.
Webhook — An automatic POST of a new lead or a sent estimate to an address you choose, so it lands in your own system without you checking back. See Webhooks: leads & estimates to your CRM.
Worklist — The field-app screen listing website leads with enough from Virtual Estimate to become a real estimate. See The worklist.
What to watch out for
Section titled “What to watch out for”A few of these terms mean genuinely different things depending on which app you’re in, and the two are easy to blur:
- Range vs. guardrail band. Your online estimator only ever shows a homeowner a range. The field app only ever gives you a firm number plus a guardrail band. They are two separately-versioned pricing models — a range is never “confirmed” into a band, and a band is never shown to a customer as a range.
- Multiplier and hazard catalogs aren’t shared. Your online estimator’s hazard multiplier and the field app’s hazard-related surcharges are set independently, on two different Settings tabs, and changing one never touches the other.
- Tier vs. plan. A tier (Essential, Complete, Premium) is a price a homeowner sees. A plan (Pro, Premium) is your own subscription for credits. They don’t refer to the same thing even where the names sound similar.
- Consent isn’t one thing. Cookie consent and the contact form’s agreement to be contacted are recorded separately, for separate purposes.