What people are saying!
"ElmTree isn’t just about saving your business time and money. It’s about making your life easier and your clients happier. It’s about taking a finite number of hours in the workweek and ensuring they’re spent on projects, not paperwork."
Cheryl WilkersonElmTree Program Director
Setup and Data Input
Intuitive design. Intelligent features.
ElmTree puts the information you need at your fingertips. Data entered once is
saved forever and shared among the system’s applications and users. Easy drag-and-drop screens and shortcut keys mean you can work smarter and faster and eliminate mistakes. You will be able to:
- Customize the report format with your company logo, individual department details and accreditation logos.
- Quickly build project information with contacts, specifications, pricing and project notes.
- Assign access and signature authority to employees.
- Establish clients, contracts, pricing and report distribution.
- Access contact information such as addresses, phone numbers, etc.
- Set test pricing on several levels: by client, by yearly contract, by project and by specific report.
- Generate "Project Data Sheets" for clients' agreements and signatures.