How Pro Landscapes Streamlined Operations with Formulate
Productivity
Cut form processing time by 75%
and improved communication between crews and the office
Reporting
Faster billing with instant client sign-offs and approvals.
Workflows
Standardised workflows across all teams.
The Client
Pro Landscapes is a growing landscaping company known for delivering high-quality residential and commercial outdoor spaces. With multiple crews working across different job sites and a busy schedule of consultations, installations, and maintenance,
Pro Landscapes needed a better way to manage their field operations.
The Challenge
Pro Landscapes was relying heavily on paper forms and manual processes to manage job site checklists, client approvals, time tracking, and material orders. This led to:
● Lost or incomplete paperwork.
● Delayed approvals and billing.
● Inefficient workflows between the office and field crews.
● Limited visibility into daily operations
The Solution
Pro Landscapes implemented Formulate, Triangles mobile forms and workflow automation application, to digitise and streamline their operations. Using Formulate, they were able to:
● Create custom mobile forms for site check-ins, project updates, and client sign-offs.
● Automate approvals and route completed forms directly to the office.
● Ensure all field data was captured in real-time with required fields, photos, and GPS tags.
● Track time and materials with standardised forms across all job sites
The results
● Reduced paperwork errors by 90%
● Cut form processing time by 75%
● Improved communication between crews and the office
● Faster billing with instant client sign-offs and approvals
● Standardised workflows across all teams
