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

Quick actions

Needs attention

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

Schedule

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

Recent job costs

Accounting integration

QuickBooks Online

Move Bird's Eye customers, invoices, payments, and expenses into the owner's accounting system.
Connection status
Checking…
Owner-only connection. During preview mode the accounting connection is intentionally locked. Once owner sign-in is restored, this button will launch Intuit's secure authorization screen; Bird's Eye will never ask the owner to type their QuickBooks password into this app.
Bird's Eye job→Invoice→QuickBooks↔Payment status
Sync behavior

What should move to QuickBooks?

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

QuickBooks sync activity

Connect QuickBooks Online to begin syncing.
Customer payment processing

Online Payments

Hosted card checkout for approved estimates. Payment is optional and never blocks scheduling.
Payment processor
Checking…
Owner-only setup. Bird's Eye will use a hosted Stripe checkout so card numbers are not entered or stored inside this app. During preview mode the connection remains locked.
↧
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, and before/during/after job photos.
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.
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.