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Canvo Help

Getting Started

Welcome to Canvo — the CRM built specifically for tree-service and arborist businesses. This guide takes you from a brand-new account to your first invoice.

1. Create your account

Section titled “1. Create your account”

Head to app.canvo.io and sign up with your work email. Your account starts on a free trial — no credit card required. The person who signs up becomes the owner and can later invite crew and office staff.

2. Set up your company profile

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Open Settings → Company and add:

  • Business name, address, and phone
  • Your logo (it appears on estimates and invoices)
  • Default tax rate and currency
  • Service area / time zone

These details flow automatically onto every estimate and invoice you send.

3. Add your first customer

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Go to Customers → New Customer. Enter the customer’s name and contact info, then add a property — the physical site where the work happens. A single customer can have several properties (a homeowner with a rental, an HOA with many addresses), and every job and invoice is tied to a property.

4. Build an estimate

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From the customer or property, click New Estimate. Add line items for the work (removals, pruning, stump grinding, etc.), set quantities and prices, and send it. The customer receives a link to review and approve it online.

5. Turn it into a job

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Once a customer approves, convert the estimate into a job in one click. Drag it onto the calendar, assign a crew, and the team can see it on their schedule.

6. Invoice and get paid

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When the work is done, mark the job complete and generate an invoice from it. Send it for online payment, and the status updates automatically when the customer pays.

Next steps

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Stuck anywhere? Email [email protected].