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The client relied on multiple spreadsheets to manage geographically dispersed customer proposals and task tracking, leading to fragmented data, manual updates, and limited visibility into task lifecycles. This approach created inefficiencies in proposal creation, cost calculation, and field agent coordination.
A tree services firm specializing in pruning, cabling, lightning protection, insect/disease treatment, and tree removals, committed to environmentally friendly practices in northwest Connecticut.
Implementation of the web application will streamline operations by eliminating manual spreadsheet updates, reducing administrative overhead by 40-60%, improving proposal accuracy through automated calculations, and enhancing field agent productivity via digital work orders. The system will provide real-time visibility into project status while maintaining compliance with environmental service standards.