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Account Setup

Navigate to Settings → General in the sidebar.

  1. Company Name

    This appears on estimates, emails, proof pages, and the public quote form. Set it to exactly how your business appears on Google.

  2. Google Review URL

    Paste your Google Business Profile review link here. ArborBuddy uses this to:

    • Auto-insert into post-job email sequences
    • Power the smart review routing (5★ → direct Google redirect, 1–4★ → private feedback form)

    How to find your Google review link: Search your business on Google → click the review count → copy the URL from the “Write a review” popup.

  3. Notification Email

    The email address that receives lead alert emails. Defaults to your account email.

  4. Quote Form Link

    Your unique link that you share on your truck, business card, or social media. Customers fill it out and their info lands directly in your leads pipeline.

    • Free plan: UUID link (arborbuddy.com/quote?t=<id>)
    • Growth+ plan: Branded slug (arborbuddy.com/quote/your-slug)

    To change your branded slug, click the edit icon next to the link. Slugs are unique — you’ll get a conflict warning if one is taken.

  5. QR Code (Growth+ only)

    Once you have a branded slug, a QR code appears below your link. Download it and put it:

    • On the back of your truck
    • On door hangers after a job
    • On business cards

Go to Settings → Notifications and click Enable Push Notifications. ArborBuddy will ask for browser notification permission.

Once enabled, you’ll receive an instant push notification when:

  • A new lead comes in via the quote form
  • A lead accepts or declines an estimate
  • A campaign email is opened or clicked
  • A client watches your video walkthrough in an estimate

Notifications work on iOS (Add to Home Screen), Android, and desktop Chrome/Firefox.