For busy Arboricultural surveyors

Call handling for Arboricultural surveyors, without losing focus on the job.

A tree-survey enquiry may follow a property purchase, proposed building work, visible change or a request from a planning professional. Ziverly can organise the purpose, location and safe observations while you are inspecting another site, without declaring a tree safe or prescribing work by telephone.

See what could help Try your own numbers

A familiar moment

The extension drawings that now need tree information

You are recording observations in another garden when a homeowner calls because their designer has asked for an arboricultural survey. Ziverly can capture the property, survey purpose and project stage, approximate tree locations and quantities supplied without validation, species only if already known, safe ground-level observations, recent changes or damage, nearby buildings, boundaries and access, existing tree reports, planning documents, preservation-order or conservation context if known, professionals involved, timing and preferred contact. It does not identify species from a description, assess condition, risk, roots, subsidence or development impact, confirm whether a tree is safe, interpret protections or planning requirements, prescribe pruning, removal or mitigation, quote, accept an instruction or promise attendance. A fallen, hanging or imminently dangerous tree, contact with power lines or immediate risk needs the appropriate emergency, network or competent route rather than routine follow-up.

The useful handover

Enough context to respond properly.

The aim is to welcome the caller, gather the details you decide matter and keep the same enquiry easy to follow until the work is resolved.

  • Who is calling and how to reach them.
  • What they need help with and where.
  • What should happen next, without inventing a response time.

Where the pressure tends to gather

Make space for the work without leaving the caller in the dark.

Think about the calls that interrupt you most often. Ziverly can follow the questions and boundaries you choose, then leave the details ready for your judgement.

The purpose shapes the survey

Development, safety, mortgage and management enquiries can require different evidence and professional scope.

Ground-level descriptions have limits

Caller observations help preparation but cannot establish species, condition, risk or root influence.

Field notes deserve concentration

The next property can be welcomed without distracting you from the tree and site currently under inspection.

What a better handover can change

Less interruption now, a clearer thread afterwards.

Survey purpose is clear before contact

Review the project stage, tree context, existing documents and professionals involved before deciding scope.

Legal context is captured, not interpreted

Keep caller-supplied preservation and conservation information visible without presenting it as permission advice.

Your document request can persist

Add an approved site plan, planning reference or safe photograph request for that known property.

Hope, The Encourager
Available in Ziverly

Hope, The Encourager

For someone looking for tree surveys, a warm acknowledgement can reassure them that their enquiry has been heard, even when you cannot answer immediately.

Before, during and after the call

From first ring to finished follow-up.

Ziverly can do more than take a message. You stay in control of when it answers, how you hear about each call and what context is available if the customer rings again.

  1. You decide which calls reach Ziverly.

    Use the call-diversion options supported by your mobile or landline service, such as no reply, unreachable, busy or rejected. Turn them off again whenever you want to answer normally, or use cover for evenings, weekends, holidays and unexpected time away.

  2. Your call details meet you where you are.

    Choose email or SMS alerts where enabled, then open Ziverly to review the summary, transcript, recording where available, status and priority.

    Review survey purpose, project stage, tree locations, safe observations, existing reports, planning context, access and preferred contact.

  3. The next conversation starts further forwards.

    Add an AI-facing note when you want Ziverly to have more context if the same known caller rings again. Separate private notes stay private.

    Add an approved site-plan, planning-reference or safe ground-level photograph request so Ziverly can use it if the homeowner calls again.

  4. Open calls do not have to rely on memory.

    Choose a daily or weekly email summary of calls still waiting for attention, at the time that best fits your working day.

  5. You can check in by phone, too.

    With Owner Voice Access enabled, call your own Ziverly number, verify your PIN and manage the calls you are allowed to see.

    Once the current inspection and field records are secure, verify your PIN to hear which tree-survey enquiries await documents, scoping or a response.

    With Owner Voice Access enabled in the Ziverly App, you can ask by phone for current conditions locally and a short forecast for your configured area as planning context. Site access, tree condition, inspection methods, safety and whether fieldwork proceeds remain entirely with you and other competent people.

Use your own numbers

What might unanswered calls represent for your business?

If an average tree survey is worth around £350 to your business, even one suitable enquiry can be worth understanding properly. Replace that example with your own figures below.

The result is an illustration based only on what you enter. It is not a forecast, a promise that Ziverly will recover the work or a reason to accept an unsuitable job.

Enquiries represented by your figures 0 Monthly work value represented £0

This simple multiplication does not account for timing, capacity, costs, cancellations, repeat work or whether another response would have changed the outcome.

Useful boundaries for call handling

Let Ziverly gather details without overstepping your expertise.

Check tree preservation orders, conservation-area notification, wildlife protections and permissions before work; chainsaw and climbing competence is safety-critical.

You remain responsible for the advice you give, the work you accept and the safety, eligibility and professional checks your business requires.

A few practical questions

What would you want to know before starting?

Use these answers to decide where Ziverly could help and where the conversation should always return to you.

Can Ziverly tell a caller whether a tree is dangerous?

No. It records safe observations, but condition and risk require competent arboricultural assessment.

Will it interpret a tree preservation order or planning requirement?

No. It can note known documents; legal and planning requirements must be confirmed through the appropriate professional and authority.

Can it recommend pruning or removal?

No. Survey scope, findings, management recommendations, permissions, price and appointment remain with you.

Try the smallest useful version

Begin with the calls that interrupt your working day most often.

Choose what Ziverly should know, what it should never promise and which details make a follow-up genuinely useful. Creating an account is free, so you can look around before deciding when you want Ziverly to handle a call.

No monthly or annual plan is required and there is no fixed-term commitment. Add pay-as-you-go credit only when you are ready to use it.

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