Formitize Case Study: Wildwood Treecare Bristol Ltd

13 March, 2025
Case Study 107

Wildwood Treecare is one of the leading providers of tree surgery services in Bristol and the Southwest. Known for its dedication to excellence, it caters to domestic and commercial clients, ensuring the highest standard of tree care. Wildwood Treecare’s services encompass precise fine pruning and safely removing large or hazardous trees. As trusted tree surgeons, Wildwood Treecare upholds the UK's stringent quality and safety standards, approaching each job with meticulous care and attention to detail.

With expert knowledge in arboriculture, the Wildwood Treecare team offers comprehensive advice on tree management. They balance client needs with tree health, tailoring bespoke tree surgery solutions for every situation.

Embracing Technology for Enhanced Service: Tom Carlyon's Experience with Formitize

Tom Carlyon, Co-Owner of Wildwood Treecare Bristol Ltd, discovered Formitize while exploring Xero add-ons. The platform's impressive range of features and high customizability drew his attention.

Tom was explicitly looking for tools to enhance:

  • Accounting: Invoicing, Quotes, and Payments
  • Asset Management
  • CRM: Customer Management
  • On-site Efficiency
  • Job Management
  • Job Scheduling
  • Leads and Sales Pipeline
  • Paperless Forms
  • Reporting
  • Safety Protocols

Tom remarks, “Having all these features on one platform is a significant advantage.”

Before adopting Formitize, Wildwood Treecare faced numerous challenges, including inefficiencies, time delays, lost paperwork, and tedious manual data entry. These issues primarily impacted Tom's time, as managing multiple systems proved inefficient.

Currently, they utilise the following Formitize modules:

  • Accounting: Invoicing, Quotes, and Payments
  • CRM: Customer Management
  • Job Management
  • Job Scheduling
  • Paperless Forms
  • Web Forms

They have also benefited from these Formitize support tools:

  • 30-Minute Walkthrough Tour
  • Demonstration Videos
  • Phone and Email Support from the Client Success Manager
  • Getting Started Guide
  • Support Tickets
  • User Guide
  • Phone Support Team

Tom praises the Formitize Support and Customer Service teams for their responsiveness and helpfulness.

He explains, “I compared Formitize with other solutions like Google Calendar, Google Drive, Tradify, iAuditor/Safety Culture, and ServiceM8. I chose Formitize because of its customisability and cost.”

Wildwood Treecare's commitment to quality tree care and integration of advanced tools like Formitize allow them to continue providing exceptional services across Bristol and the Southwest.

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Wildwood Treecare Bristol Ltd: https://www.wildwoodtreecare.co.uk/

Instagram: @wildwood_trees

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