OUR WORK / TREE SERVICE & LANDSCAPING
FROM PAPER RECORDS TO A CLEARER BUSINESS Picture
A custom dashboard turned a sample of decades-old work orders, quotes, and invoices into information this business owner could actually use.
23 Years
of business history
150-200
documents in the initial sample
3,000+
paper records in storage
24 hours
to an initial working dashboard
THE CHALLENGE
Good Data, stuck in boxes
After 23 years in business, the owner of a tree service and landscaping company had accumulated more than 3,000 paper documents. Most were work orders, quotes, and invoices stored in the back of the office.
The information was there, but answering practical questions about sales trends, missed quotes, customers, and seasonality meant digging through boxes.
THE SOLUTION
A SIMPLE FIRST STEP. A USEFUL FIRST VIEW.
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The owner photographed an initial sample of roughly 150 to 200 paper records with his phone.
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He uploaded the images to a shared folder, with a process for adding more documents later.
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Within 24 hours, Free Range AI Workshop delivered an app with a dashboard built around that sample.
INSIDE THE APP
The business at a glance
The dashboard brought proposal volume, quoted and signed revenue, win rates, unsigned quotes, seasonal patterns, customer geography, sales performance, and top revenue sources into one place.
It also surfaced follow-up opportunities. As the owner adds more records, the view can become more complete and more useful.
LET’S TALK
What’s hiding in your business records?
Tell us where your information lives and what questions you wish you could answer. We’ll help you find a practical starting point.