DESCRIBE TREES AND DESIRED OUTCOMES
Use Tree A / B and Area A / B. Write only what you already know; do not inspect, diagnose or plan tree work with this worksheet.
Home & Property · FREE PREPARATION PACK
Tree-service planning checklist and provider comparison worksheets
A useful tree-service brief separates the result you want from the assessment and work plan the provider must develop. This helpful preparation resource from PickYourPro.ai gives you space to record tree references, existing observations, items to retain and questions about cleanup before comparing proposals.
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Not an arborist assessment, diagnosis, hazard or safety determination, emergency guide, pruning or removal instruction, equipment or method selection, utility-clearance advice, boundary decision, permit or code interpretation, or legal advice. Work planning and site assessment belong with the appropriate professionals.
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How to use this resource
Use neutral labels such as Tree A and Area B. Record only information you already have; this worksheet does not ask you to inspect a tree or approach a work area. Separate an assessment request from proposed tree work, stump work and debris handling. Ask each provider to explain what must be evaluated, who handles coordination, what is included and how the finished site will be documented. Keep exact addresses, access codes and sensitive property information out of the workbook.
Open the PDF in a form-capable viewer, save a copy, then fill it in. Reopen your saved copy to check your answers. You can also print the blank pages and write by hand. Your answers are not submitted to PickYourPro.ai.
SEPARATE ASSESSMENT, WORK AND CLEANUP
Ask the provider to assess feasibility and define the work. Keep stump work, debris and restoration visible as separate scope items.
CHECK THE SAME BRIEF BEFORE COMPARING
A complete brief records unknowns instead of filling them with assumptions. Keep work-area and safety decisions provider-led.
QUESTIONS FOR A TREE-SERVICE PROVIDER
Ask for explanations tied to your actual site and tree references. This page is not a technical specification or safety plan.
COMPARE THE SAME FINISHED-SITE SCOPE
Use A and B in each box. Resolve differences in assessment and cleanup scope before comparing totals.
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Tree Service preparation checklist
- Give each tree or area a neutral reference and use those same references in every provider discussion.
- Describe the outcome you want separately from observations you already have; leave condition and risk conclusions to professionals.
- Identify whether you are asking for assessment, proposed tree work, stump work or cleanup, with unknowns clearly marked.
- List trees, planting, surfaces and other property you want retained, plus questions about provider-led protection planning.
- Describe ordinary property-use and scheduling constraints; ask who coordinates access, utilities, neighbors and work-area arrangements.
- Ask for a written scope tied to each tree reference, including exclusions and changes that require your approval.
- Clarify whether wood retention, haul-away, stump work and final site cleanup are included, optional or excluded.
- Compare the same finished-site expectations, follow-up records, timing and written terms.
Questions to ask a tree-service provider
- Is your proposed visit an assessment, a work estimate or both, and what written findings or limitations will I receive?
- How will you connect each tree reference and objective to a specific written scope without assuming work I have not approved?
- Who evaluates site conditions and coordinates work-area arrangements, utilities, access and other affected parties?
- What retained property and site-restoration responsibilities will you document before work?
- How are stump work, wood retention, hauling, cleanup and exclusions separated in the proposal?
- What could change the scope, how are changes approved, and what completion records and follow-up will you provide?
Write down the answers and any exclusions. If two proposals describe different work, clarify the difference before comparing their totals. Leave unanswered points blank until the professional confirms them.
A CLEARER NEXT STEP
Ready to hear from pros?
Create an account on PickYourPro.ai if you choose, then start a Tree Service request. Share a non-sensitive brief so participating pros can compete with proposals. Compare assessment scope, included work, cleanup, timing and fit. A site visit may be needed before a final proposal.
Start a new request ↗Participation and availability vary. A provider-led site assessment may be needed before a final proposal.
Keep the useful part.
The worksheets are free to use whether you hire through PickYourPro.ai or elsewhere. No account is needed to download them.
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More help with your next step
Official references and scope
These are original planning prompts, with AI assistance, prepared by PickYourPro.ai. Official links checked October 14, 2026. This pack has not been independently reviewed by a licensed specialist.
- OSHA: Tree Care Industry Overview ↗
Official industry overview linking professional hazard, safety-program and standards resources. It supports asking who leads assessment and work planning; this pack does not turn those references into client work instructions or judge compliance.
Linked organizations do not endorse PickYourPro.ai. Report a correction.