CASE STUDY · Tree care roll-up
Paper checks and phone calls replaced by one system
A PE-backed tree care roll-up in the Southeast with several branches. Crews work in English and Spanish, in-house mechanics service the fleet, and a CRM runs the front office. The largest branch went live first.
8 daysfrom first working session to working prototype
WHAT CHANGED
Each role, before and after.
Crew
- Current state
- Daily checks on paper forms, with manual and inconsistent tracking
- Tech gap
- No link from the CRM to the field, and crews with little tech experience
- Result
- Crews run their day in the system by voice, in English or Spanish
Mechanic
- Current state
- Defects came by text and phone call
- Tech gap
- No record of turnaround time or repair costs
- Result
- Mechanics work in the system, with each defect logged and signed off
Management
- Current state
- Chased crews and the mechanic for updates on checks, defects, and repairs
- Tech gap
- No way to track fleet, repairs, and safety compliance across branches
- Result
- One view of fleet, repair, and crew safety, with KPIs management can track
Checks catch defects early. One avoidable hydraulic leak on a customer's driveway costs $2,000+ to repair.
HOW IT WORKS
Crews, mechanics, and managers now share one source of truth
Integrates with the existing CRM
- 01
The crew runs checks by voice
DOT, equipment, and safety, in English or Spanish
- 02
Defects go straight to the mechanic
Each repair is signed off and recorded
- 03
Managers see one fleet view
The CRM stays and feeds in jobs
ROLLOUT
Where it goes next.
Live at the largest branch, the platform company
Refine the system with crews, mechanics, and managers
Roll out to each branch and to future add-ons
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TALK TO US
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