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Structured tree risk observations and a branded PDF report.

Record crown, trunk and root observations per tree, assign a clear overall action rating, and send the property owner a clean PDF report with selected photos.

Start a 14-day trialSee pricing

Risk assessment reports are included in Established ($349/month or $3,490/year).

Tree risk assessment screen showing structural observations, overall action rating and PDF report preview.
Structured risk observations, overall action rating and PDF report.Example data

How it works

From field inspection to delivered PDF report

  1. 1

    Select the tree on the property map

    Start from an existing pinned tree or drop a new pin during your walk-through.

    Property map with pinned trees for inspection.
    Selecting a pinned tree on the property map.Example data
  2. 2

    Record structured observations and an action rating

    Document target use, crown, trunk and root findings, mitigation notes and a plain-language overall action rating.

    Phone screen capturing tree inspection observations and photos in the field.
    Capturing field observations and tree photos on site.Example data
  3. 3

    Choose which photos belong in the client report

    Select the specific field photos to include in the customer-facing report while keeping internal photos private.

    Tree record with attached inspection photos.
    Selecting inspection photos from the tree record.Example data
  4. 4

    Generate and send the branded PDF

    Produce a branded PDF report with your company logo, arborist credentials and mitigation recommendations, and send it on the client thread.

    Client message thread showing the delivered report.
    Sending the report on the client thread.Example data

What you get

Clear risk communication for property owners

Purpose-built structured assessments that homeowners and board members can read at a glance.

  • Plain-language action ratings

    Communicate urgency clearly—from Monitor to Act now—so homeowners and property managers understand what to do next.

    Established

  • Branded PDF reports with selected photos

    Generate a clean PDF containing your company branding, observations and only the photos you choose to share.

    Established

  • Linked directly to mitigation estimates

    Turn recommended pruning, cabling or removal work into a priced estimate on the same property.

    Established

Related workflows

Connected to risk assessments

Tree inventory and mappingEvery assessment stays on the tree’s permanent timeline.Read more Estimates and optionsPrice the recommended mitigation work right from the property.Read more Customer portalShare reports and estimates on one scoped client link.Read more Plant health careFollow up inspections with ongoing care programs.Read more

Common questions

Risk assessment questions

How this workflow runs day to day in the office and on the truck.

How does the overall action rating work on client reports?

You record the chance of failure, the chance of hitting the target and the consequence, and Treelocity prints a clear overall action rating—Monitor, Plan work, Act soon or Act now—on the client report.

Are all field photos automatically shown to the customer?

No. Field photos are private by default; you explicitly select which photos are included on the customer report and portal.

Can we turn a risk assessment recommendation directly into an estimate?

Yes. With one click on the assessment, you can add the recommended pruning, cabling or removal work to a new or open estimate on that property.

Does the report stay attached to the tree for future inspections?

Yes. Every completed risk assessment and its PDF stay on that tree’s timeline so you can compare crown or decay progression year over year.

Get started

Generate a branded risk report from your next inspection.

Start a 14-day trial on Established and test the full inspection-to-PDF workflow.

Start a 14-day trialSee all product pages