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ComingThe Ptolemy client portal: your map, reports, schedule and spending in one place.Portal coming:See what’s insideClient sign-in
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Client portal Coming

Your palms and trees, your reports and your schedule, in one place.

The same record our crews and office work from, opened up to you: the map, the paperwork, the calendar and the numbers your board asks about.

A look inside Sample data

What you will see when you sign in.

Click through the sections. Everything here is a sample, to show how it works.

ptolemyfl.com/portalSample data

Dashboard

All clear on the four threatsNo confirmed lethal bronzing, Fusarium wilt, Ganoderma butt rot or Thielaviopsis trunk rot on the property. Last checked Oct 6.
Palms and trees on record235113 palms, 122 trees
Palms at Normal81%Up from 74% in Q1
Spent this fiscal year$10,750of $16,300 budgeted (66%)
Removals waiting for approval3Oldest recommended 114 days ago
Pruned this year153113 palms, 40 trees
Open requests21 closed this week

Recommended removals 3 waiting for your approval

  • #31
    Sabal palm DeadLightning strike. Crown collapsed.
    Waiting 114 days
  • #175
    Laurel oak DeadDead canopy over the walking path.
    Waiting 86 days
  • #203
    Slash pine DeadBark beetle exit holes. Needles brown.
    Waiting 23 days

Palm health Last graded Oct 6

  • Normal9281%
  • Fair1412%
  • Poor54%
  • Critical11%
  • Dead11%
Palms at Normal, by quarter
74%Q1
77%Q2
79%Q3
81%Q4

Budget, fiscal year 2026 Jan 1 to Dec 31

  • Palm Health Program$5,100 of $6,800
  • Palm pruning$3,400 of $3,400
  • Tree pruning$1,600 of $4,200
  • Removals and replacements$650 of $1,500
  • Lab testing$0 of $400

Program: Palm Health Program, Standard tier. Pruning on a written cycle.

The four threats Checked at every visit

  • Lethal bronzingWatched at every visit. No suspect palms this year.
    All clear
  • Fusarium wiltNo one-sided frond death seen. Pruning tools sterilized on host palms.
    All clear
  • Ganoderma butt rotNo conks found at any palm base.
    All clear
  • Thielaviopsis trunk rotNo trunk bleeding or soft spots found.
    All clear

All clear means no confirmed case. A suspect palm is sampled and sent to the lab before anyone calls it.

Watch list 4 palms

  • #92
    Royal palmCanopy failing after storm damage. Removal approved Sep 30.
    Critical
  • #63
    Medjool date palmTransplant stress. Water checked at every visit.
    Poor
  • #118
    Sabal palmSlow new spear. Recheck at the Nov 4 visit.
    Fair
  • #144
    Bismarck palmOlder fronds yellowing. Nutrition noted. Recheck Nov 4.
    Fair

This is a sample, to show what the portal will look like. No figure here is real or a quote.

Your client portal Coming

One place for everything.

We are building a portal for every client: easy access to the whole record, in one place. Here is what it will hold.

  • Your map. Every palm and tree has its own number. Send us the tree number and we will know exactly which one you mean.
  • Your proposals, all of them.
  • Your reports and field visit reports.
  • The schedule: when each job will get done.
  • Requests: send one, then follow it through to done.
  • A dashboard: a quick view of palm health across the property, what you have spent this fiscal year, and how many removals and trims have been done.
  • Ask a question: the question box on our website answers from our public pages. In the portal it also answers from your own property: your reports, map, watch list and schedule, plus a client library of our deeper guidance. Anything it cannot answer goes to an arborist.
  • Recommended removals: every dead or failing palm and tree we recommend for removal, with its number, photo and reason, and how long it has been waiting for your approval.
A property map with every palm and tree marked
Your mapEvery palm and tree on the property, each with its own number.

Why it helps

Less chasing. Faster answers.

Point to the exact tree.

Every palm and tree on your map has a number. A resident calls about a palm by the pool, you look it up and send us the number. No site walk to find it.

Answer the board from one screen.

Reports, proposals and the schedule sit together, so the question of what was done, what is next and what it cost has one place to look.

Track a request to done.

Send a request and watch it move, instead of chasing it by phone and email.