Computing Solutions That Work

ArborSoftWorx®

www.ArborSoftWorx.com

1-800-49-ARBOR

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ArborSoftWorx Commercial

Customer and Business Relationship Management software designed for

Tree Care, Plant Health Care, Landscape, Turf Management Companies

Installed in your office or on the ArborSoftWorx Cloud

All Cloud systems are based in the U.S.A.

ArborSoftWorx has found a home with organizations both small and large throughout the U.S.A., Canada, Australia, Europe and the Middle East

CHOICES like no other software product

Installed in your office

OR on the ArborSoftWorx Cloud

Small or large companies, simple or complex business,

ArborSoftWorx has the answer

“We switched to ArborSoftWorx because they offered us the choice to be self-hosted. It did not take long for all of our records to be transferred over. The software is very user friendly and is easy for a new employee to understand. The ability to work in the system without the glitches I had dealt with in the past has been wonderful and when I have any questions the support staff is available for me. I just finished sending out my Plant Health Care renewals, the process was very easy and it made a lot of sense. If you are thinking of switching over to another arborist software database provider, I would suggest checking out ArborSoftWorx.” - Connie Chisholm, Aspen Tree Expert Co., Inc., NJ

ArborSoftWorx Commercial is specifically designed for the Green Industry and continues to be a leader in

providing the most comprehensive Customer and Business Relationship Management solutions. Although we focus

primarily on the Arboriculture side of the industry many of our users are multifaceted business that provide

Consulting, Landscape, Turf Management, PHC, IPM Pest Control, and Snow Removal services. ArborSoftWorx will

help you effectively and efficiently manage all or any combinations of these lines of business in a single office or

multiple branch offices all in one database.

POWER: ArborSoftWorx is built by professional software engineers using state-of-the-art development tools

including an industry leading SQL database, resulting in an industrial strength product. ArborSoftWorx is Solid,

Stable and Secure. Our #1 objective is the Quality and Integrity of your data. You rely on your software system to

provide meaningful information derived from your data to make strategic business and marketing decisions. No

other software system can match the level of quality and integrity in their data systems.

FLEXIBILITY = CHOICES: ArborSoftWorx lets you start with the program features that you need today and easily

adapt as your needs change. No matter the size of your company, ArborSoftWorx is the right size for you. It provides

an ease of deployment and scalability to grow with the number of users you have today, or may have in the future.

You may use some of the product features today, and leave others for tomorrow as your company grows and matures.

ArborSoftWorx gives you the control to work the way you want based on your unique business needs.

RELIABILITY: Built by expert software developers and engineers using state-of-the-art development tools

including an industry leading SQL database, ArborSoftWorx offers the reliability you expect in a software solution.

ArborSoftWorx is Solid, Stable and Secure. The ArborSoftWorx database boasts a strong level of encryption to secure

your data from prying eyes, and has built in access controls that the end-user can define and configure. Your data is

your livelihood and should not be stored just anywhere by anyone without the assurances of implementation and

technology security.

Computing Solutions That Work

ArborSoftWorx®

1

A Simple Flowchart Of

Sales And Production Process

Customer

Acceptance

Customer Lookup,

Add, Qualify

Customer Contact

Site Visit

Create Proposal

Generate Invoice

Accept, Schedule,

Route Work

Payment Received

Schedule Sales

Appointment

Crew Performs Work

Follow-up

Notifications

Crew Check-In Job

Collections Follow-up Client

Payment?

NO

NO

When choosing a software product, many considerations are

made. What kind of company is the provider? Will they be there tomorrow? What is the price? How is the support? And most importantly, what can the software do for my business and staff to simplify things and provide solutions to our business challenges and achieve our goals?

Creative Automation Solutions, Inc. has been around since

1983. We do business worldwide. We created ArborSoftWorx in the late 1980’s and have expanded it’s capabilities every year since. We build for the long haul using solid tools and processes. This yields products that need little support once installed and training is completed. Why? Because it’s intuitive and simply works. The software doesn’t break or lose data.

ArborSoftWorx offers the greatest flexibility by far over any

industry specific software solution. You chose the way to run your business, and are not forced to do it the way the software dictates. You may use some of the product features today, and leave others for tomorrow as your company grows and matures. Start with what you need today and easily adapt as your needs change.

Like the flowchart published by TCIA, ArborSoftWorx

Commercial has always followed the simple model to the left which works for many companies and a number of jobs, but not all. If you want to DO MORE and GROW MORE, the following features highlight what ArborSoftWorx can do for you. It’s like the burger commercial that tells you “Have it Your Way”.

“We use ArborSoftWorx exclusively on the cloud, giving our Sales and Support staff real-time access to our client data. ArborSoftWorx offers us a variety of choices tailored to our specific needs, and we like that we can customize our forms to present a professional company image to our clients. The common user interface allows our team the same experience no matter if they are on a tablet, a laptop or a PC. It made training our staff easy and cost effective, and has increased our response time in getting our clients what they need.” - Briana Frank, Owner, Tree Health Management, Madison, WI

ArborSoftWorx provides an ease of deployment and scalability to grow with the number of users you have today, or may have in the future. You may be as paperless as you wish.

Choose Cloud or On-premises Traditional Installation. ArborSoftWorx Cloud: A common user interface allows you to access many features

without re-training on all platforms. Mobile Office frees you to work anywhere, anytime, across

your devices (PCs, tablets, laptops). On-Premise Traditional Installation: Single User, Peer networks, Servers (Windows or Linux) Utilize your computer and network infrastructure to support

in-office and field use with Mobile Office “DataSync” or “Live” access to your data by self-hosting.

Performance Analysis

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Bottom Line. You Demand Results. ArborSoftWorx Delivers.

Notifications

Build, Maintain, & Strengthen Your Customer Relationships

Customer Lookup,

Add, Qualify

Customer Contact

Schedule Sales

Appointment

Site Visit

Create Proposal

Customer Management

Efficiently manage unlimited number of Customers; capture extensive demographic information, 3rd party Billing & alternate Job Sites, Contacts and Neighbors, Calls/To-Dos, integrated Image & Document Manager, and more. The more you know about your clients, the better you can serve them and market to them.

Sales Appointments with Scheduling & Routing

Customer Portal provides your Customers access to view their records and pay invoices.

Google Maps Integration for site property location, viewing and GIS Property Inventory plotting.

PhoneWorx uses your telephone company's caller identification (Caller-ID) service.

Enhanced Property Inventory with GPS & GIS Mapping Specifically designed for the estate, campus, park, HOA, golf course, or township with the capability to record Trees and Shrubs inventory using GPS. Includes a Plant Appraisal Calculator. Choose ESRI ArcView or Google Maps.

Estimate/Proposal/Contract Management

Create detailed professional Proposals to industry standards with unlimited length text service descriptions, create CAD style Landscape Drawings and Site Plans, Plot to Google Maps, include photographs of the service items, define the resources needed for services, and more.

Sketch It! Map It! Plot It! Snap It! The more you educate your clients and communicate with your crews, the better service you can provide.

Flexibility in Pricing a Job, Choose from three Methods:

Simply enter the price to charge for the service Use the built in price per unit calculator to calculate the charge for the service Use Resources to calculate the charge for the service (the classic Time and Material construct)

using: labor, equipment, materials, chemicals with estimate units of time, quantity...

"We always knew there would be a day we could use our MACs, IPads and IPhones to efficiently address our customer needs and run our business smoothly. The ArborSoftWorx hosted solution grants us that. We can be anywhere, anytime and be connected, informed and in touch, providing great service to our clients.” - Michael Gaines, Owner, CW Arborists, New York

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Bottom Line. You Demand Results. ArborSoftWorx Delivers.

Accounting Management

Comprehensive Invoicing, A/R, Payments Received, Pre-Payments, Statements and Reporting. Support for Multi-level Tax Schedules based on state, county/parish, province, or city, and for our non-U.S.A. users based on HST, PST, GST and/or VAT.

QuickBooks Connector Supports QuickBooks Professional, QuickBooks Enterprise, single and multi-user, U.S.A. and Canadian versions; supports Reckon in Australia and New Zealand.

E-Pay Debt Management Solution Process credit card payments when invoices are due and maintain Payment Card Industry Data Security Standard (PCI DSS) compliance. * Subscription Service Required

Management reporting and Marketing Tons of built-In reports including “Big Picture” Sales Analysis, Job Costing, Commissions. Standard Reports can be customized, Print, Export to Excel. Use the Robust report designer for “Do-It Yourself “queries and reports such as special listings, or management reports.

Marketing Tools Effectively mine your data for Marketing with the powerful “search and selection” engine, export for in-house use, email campaigns, custom mail-merge, ...

Fully customized templates for Proposal, Work Order, Invoice, and Statement with variations for Print, PDF, AND Proposal Type.

And there is so much MORE…

Accept, Schedule,

Route Work

Crew Performs Work

Crew Check-In Job

Scheduling & Routing

Schedule Sales Appointments and Accepted Services using the built-in drag & drop schedulers using geography based color-coded territories. The calendar time blocks are set from the Appointment or Service duration. So, if the Arborist estimates a Crown Cleaning should take 3 hours, then the time block is preset to 3 hours. An easy way to build crew work days.

Google Maps for Plotting & Routing

Efficient Scheduling and Routing increases your performance and profitability.

Work Orders and Job Management

Perform Customer and Neighbor Notifications via voice, e-mail or postal. Include crew specific notes and instructions, maps, driving directions, GPS coordinates. Include Site Hazard Assessment forms, Safety checklists, and Remittance tear-offs for faster payments.

Crew Check-in and Crew Time Sheets

Site Visitation & DOA/DEC Chemical Reporting

Bi-Lingual Text Translator

FUNCTIONALITY

to INCREASE PRODUCTIVITY

Your business has

room to grow. And

we’ll prove it.

"The ArborSoftWorx program is friendly, logical, easy-to-use, and powerful. Our experience has been that the system is stable, it does not “crash”, software updates and new release upgrades have gone very smoothly, we have never lost any data, settings, nor drawings. We are very happy with ArborSoftWorx and expect to be loyal software users for many years to come.” - Karen Burns, Owner - Arbor Experts – Dayton OH

Australia &

New Zealand

Generate Invoice

Payment Received

Client

Payment?

Performance Analysis

Request a personal LIVE DEMO today to see how

ArborSoftWorx can improve your business

4

Bottom Line. You Demand Results. ArborSoftWorx Delivers.

Creative Automation Solutions, Inc. is a diverse engineering firm with extensive experience in factory automation, office

automation, systems integration, IT services and software development. Since 1983, CAS has provided these services to a variety

of Domestic and International industries.

Industrial Automation: Design, fabrication, and installation machinery and mechatronic systems. Clients include: Alcoa, DuPont,

Boeing, Lockheed-Martin, Hewlett-Packard, US Department of Commerce, US Department of Defense.

We have been awarded United States Patents for several mechanical and control system designs. CAS has received numerous

awards from both the United States Government and Fortune 50 corporations for software design and engineering services,

including a "Vendor of the Year" award from Lockheed-Martin for our work on the US Census project.

Office Automation and IT Services: Design installation and monitoring of servers and computer systems. Our network engineers are

certified by Microsoft, Cisco and others. As a Value Added Reseller for DELL, Motion, Toshiba, and Hewlett-Packard

computers, and, Hewlett-Packard and Lexmark printers, we offer on-site installation and/or reconfiguration of all your office

computer equipment and cloud computing services. Our highly technical team of Robotics and IT engineers collaborate to

produce the ArborSoftWorx family of software products delivering industrial strength, solid, stable and secure solutions.

Our Philosophy

Since 1983, Creative Automation Solutions stands committed to providing our customers with superior products and

services to meet today's computerized automation needs.

A History of the ArborSoftWorx Family

In the late 1980’s, a local full service tree and landscape company asked us to investigate the available arbor industry software to

replace their third failed "Arbor" software package. After examining several software products and not finding a suitable solution,

ArborSoftWorx Commercial was born and continues to grow through the partnership of active Arborists, our customers,

industry standards, and, our own computer experts. Additional products in the family include:

ArborSoftWorx Green Asset Inventory Management (GAIM) is a robust inventory asset management system for Urban

Forestry and Asset management, inventory, survey and inspection, work orders, service history, scheduling and tracking,

budgets, costing and tracking, Plant Appraisal Calculator, and GIS/GPS mapping on an affordable platform. Municipalities,

Consulting and Commercial Arborists use this software with ease to perform street tree and property inventories for efficient

management for small townships, communities, parks, schools, golf courses and HOA’s. The GIS component has a small

footprint, and an affordable price in comparison to other urban forestry management systems that rely on ESRI. It is capable

of utilizing ESRI ARCView, Google and Bing Maps, MapInfo, AutoCAD and other file formats.

ArborSoftWorx TreeGIS allows for the quick geographic display of either the i-Tree™ STREETS or ECO databases. Any

attribute within the i-Tree™ STREETS or ECO databases can be displayed as a label on the map or can be used for thematic

mapping. TreeGIS can display almost any enterprise GIS layer in any coordinate system without the need for any expensive

3rd-party software.

ArborSoftWorx Earth Resources GIS (ERGIS) is a cost effective, comprehensive, easy-to-use Geographic Information System

designed for biologists, ecologists, hydrologists, farmers, foresters, petroleum engineers, and land use planners who might not

have any training in GIS.

MEMBER

MEMBER

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Creative Automation Solutions and ArborSoftWorx are registered trademarks of Creative Automation Solutions, Inc.

QuickBooks and the QuickBooks logo are trademarks of Intuit, Inc., displayed with permission.

All other trademarks registered by their respective Corporations. Copyright ©2015 Creative Automation Solutions, Inc.

This document is protected by domestic and international copyright laws. All Rights Reserved.

MEMBERS OF:

Tree Care Industry Association

International Society of Arboriculture

Society of Municipal Arborists

Society of Commercial Arborists

Mid-Atlantic Chapter ISA

Maryland Arborist Association

New England Chapter ISA

Penn-Del Chapter ISA

www.ArborSoftWorx.com

Sales@ArborSoftWorx.com

Sales: 1-800-49-ARBOR

Support: 1-410-461-5858

Creative Automation Solutions, Inc.

Woodstock, MD U.S.A.

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