How can we help?

Set up your TreeSafe account and learn the first steps for using the product.

Learn how to sign in to your TreeSafe account.

Request a password reset when you cannot remember your TreeSafe password.

Finish the password-reset process and choose a new password.

Understand the main TreeSafe home screen and use it to reach everyday work.

Use the dashboard to monitor the information and actions most relevant to your role.

Record when you start and finish work in TreeSafe.

View, complete, and review the daily activities assigned to your team.

Review staff time records and open individual time details.

Maintain staff records, foreman details, PPE information, and recognition records.

Request, review, schedule, and administer staff leave.

Resolve common problems with leave requests, leave types, and the leave calendar.

Create, view, and update bookings for upcoming work.

Resolve common problems with creating, editing, and finding bookings.

Find, view, update, and manage jobs, including photos, foreman work, and invoicing status.

Resolve common problems with job records, photos, assignments, and invoicing status.

Find clients and review the information connected to their work.

Create, review, and maintain safety risk assessments and accident records.

Resolve common problems with safety risk assessments, accident records, and investigations.

Track staff competencies, scores, competency types, and inductions.

Resolve common problems with competency records, scores, types, and inductions.

Find, read, and update the documents and standard operating procedures used by your team.

Resolve common problems with viewing and editing TreeSafe documents.

Create, review, and update meeting-agenda submissions.

Resolve common problems with submissions and meeting agendas.

Create, update, and manage quotes, assumptions, and quote email templates.

Resolve common problems with quotes, assumptions, and quote communications.

Understand the financial information presented on the TreeSafe financial dashboard.

Explore analytics and key performance indicators for your TreeSafe account.

Maintain asset records and record, review, and update asset defects.

Resolve common problems with asset records, inactive assets, and defects.

Configure account-wide settings, roles, leave types, public holidays, and Xero.

Resolve common problems with account settings, permissions, Xero, and data synchronisation.

Understand the administrator tasks for managing members, roles, and account-level settings.

Use the manager dashboard to review team activity and management information.

Learn how to use TreeSafe on a mobile device while working in the field.

Resolve common problems when using TreeSafe on a mobile device.

Continue essential TreeSafe work when an internet connection is unavailable.

Resolve common problems with offline access and returning work to TreeSafe.

Understand the details available for work while TreeSafe is offline.