Scope Details
Precise description of work including tree identification, pruning/removal specifications, equipment to be used, and any parts of the property to be protected during operations.
A written Tree Services Agreement clarifies expectations, limits liability, and documents consent for potentially dangerous work. It protects owners, contractors, and insurers by recording permits, required clearances, and insurance coverage in a single binding record.
Multiple parties rely on Tree Services Agreements to establish responsibilities and protect interests before work begins.
Use a tailored agreement whenever scope, access, insurance, or timing could affect safety, property values, or regulatory compliance.
Homeowner or property manager who authorizes work, approves scope and payment terms, and is responsible for providing access and disclosing site conditions; signs to accept contractor liability limits and indemnity provisions.
Licensed tree services professional or company representative who confirms qualifications, insurance, scope, schedule, and warranty terms; signs to acknowledge pricing, safety obligations, and required permits.
Precise description of work including tree identification, pruning/removal specifications, equipment to be used, and any parts of the property to be protected during operations.
Total price, deposit amount, progress payments, late fees, and acceptable payment methods; include a final invoice and retention terms if applicable.
Responsibility for obtaining municipal permits, compliance with local tree ordinances, and adherence to protected species or heritage tree rules.
Minimum commercial liability and worker’s compensation requirements, proof of insurance, and indemnity allocation for third-party claims or property damage.
Any performance warranties, limited timeframes for claims, and clear exclusions such as underground utilities or preexisting conditions.
Procedure for change orders, additional work pricing, and conditions permitting contract termination or delay without penalty.
30 days typical for pricing to remain unchanged
Varies by jurisdiction; allow several weeks
Specify start and completion dates
Due on completion or per agreed milestone
Define number of days for reporting defects
Labeled map or aerial image identifying all trees to be serviced, access points, and utility lines to ensure accurate location and scope.
Current COI showing liability and worker’s compensation coverages, policy numbers, effective dates, and additional insured endorsements if required.
Copies of municipal or county permits authorizing tree removal or trimming, including any arborist reports required by local rules.
Standardized form for approving extra work with clear pricing and signature lines to document scope changes and payment.
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|---|---|---|---|---|---|
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| Free Trial | Yes, 7-day trial | Yes, trial available | Yes, trial available | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |