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CUSTOMER STORY

Great Outdoors unifies sales, scheduling, and installations with AI-powered field service management

5 min read • Last updated January 27, 2026

Industry

Outdoor Recreation & Installation

Great Outdoors delivers and installs outdoor play equipment for families across the Southeastern United States. They serve multiple markets, including Atlanta, Augusta, Savannah, and Greenville. From the first sales call to the final bolt on a swing set, they handle the entire process.

When a family books an installation for Christmas morning, there’s no room for error. Great Outdoors has built its reputation on showing up exactly when promised.

Location

Southeastern US

Service Type

Residential B2C

The Company

Great Outdoors turns ordinary backyards into adventure zones. Their installers deliver and assemble play equipment, and each job usually takes an entire day. During busy seasons like the holidays, getting the schedule right is everything. Families book months ahead and expect their children’s Christmas surprise to arrive on time.

What makes this business hard to run is how many moving parts there are. Sales reps visit homes, walk families through their options, and build custom quotes. Different installers have different skills for different equipment. And the company operates across several cities, each with its own customers and schedules.

This isn’t just about putting up swing sets. It’s about keeping sales, inventory, installers, and logistics in sync across an entire region.

The Challenge

Before FieldCamp, Great Outdoors ran on a mix of disconnected tools. They used one platform for CRM, another for scheduling, another for quotes, and yet another for invoices. None of these talked to each other. Every time work moved from sales to operations, someone had to type the same information again. Tracking a single customer meant jumping between apps and hoping the data matched.

The core problems ran deep:

  • No view of the full picture: Staff couldn’t see where each customer was in the process, from first contact to finished install. They had to dig through multiple systems just to find basic information.
  • Scheduling that didn’t fit the work: Their old calendar was built for one-hour appointments. But installations take all day. It also couldn’t match installer skills to job types or handle multiple service areas.
  • Constant data re-entry: Every time a quote became a job, or a job became an invoice, someone typed everything in again. This created errors and wasted hours.
  • No eyes on the field: Once installers drove off in the morning, the office had no idea what was happening. No live updates. No automatic photos. No way to know if checklists were done before crews left.
  • Inventory confusion: There was no link between what was quoted, what got installed, and what was still in stock. This got worse with kits that had mix-and-match parts.

“We’re trying to find one platform that talks to itself without having multiple systems. We just want one system that can do CRM, scheduling, and dispatching, all of that within one system. I’ve got lots of things that I’m currently using, but I want to just go to one.”

Tara Miller

Operations Manager, Great Outdoors

The team had tried to make their separate tools work together. It wasn’t working. They didn’t need another app. They needed one platform that connected everything from the start.

The Solution: AI-First Unified Field Service Platform

Great Outdoors chose FieldCamp because it did what their mix of tools never could. Leads, quotes, jobs, invoices, and inventory all live in one system. Something that clicks without copying data between apps, switching screens, and typing the same customer info five times.

What made FieldCamp different:

One profile for every customer: Every interaction lives in one place. Sales reps see past jobs. Dispatchers see quote details. Installers see special instructions. Everyone works from the same information.

Smart visual scheduling: FieldCamp’s dispatch calendar shows where every installer is booked. You can drag and drop jobs, see who has room, and plan the week in minutes. Full-day installs finally have a system that fits how the work actually happens.

One-click conversions: Quotes turn into jobs with one click. Jobs turn into invoices automatically. Product details, prices, and customer info carry through without retyping. This cuts errors and saves hours each week.

Real-time field updates: Installers take photos, fill out checklists, collect signatures, and update job status from their phones. The office sees everything as it happens, not at the end of the day.

AI that helps: Staff can type plain questions to find customers, schedule jobs, or pull up information. No digging through menus. Just ask and get answers.

But here’s what really changed things for Great Outdoors: FieldCamp didn’t just combine its tools into one place. It got rid of a whole set of problems they had lived with for years. The retyping. The miscommunication. The missing information. Once those went away, they saw how much those issues had been slowing them down.

The Impact: From Scattered Systems to Clear Control

No More Retyping Data

The first thing the team noticed was that they stopped entering the same information over and over. When a sales rep builds a quote in FieldCamp, the details (products, prices, and address) flow straight into the job and then the invoice. What used to mean typing into three or four systems now takes one click.

The same goes for inventory. When installers finish a job, the system tracks what they used. Great Outdoors can now see what was quoted, what was installed, and what’s left in stock, all without checking multiple spreadsheets.

Scheduling That Actually Works

The dispatch calendar changed how the team plans each week. Before, they forced full-day jobs into a calendar built for short appointments. Now they have a visual board that shows every installer’s schedule at once. They can drag jobs between days or people. They can spot who’s overloaded and who has open time.

“When I schedule jobs, the jobs are scheduled for individual installers based on what they can and cannot do. They don’t have a typical nine-to-five schedule. They can show up at seven and not get out till 10 p.m. So it varies.”

Luis

Operations Coordinator, Great Outdoors

When different installers handle different equipment, and one mistake can ruin a family’s Christmas, this kind of clear view makes all the difference.

Seeing What Happens in the Field

Before FieldCamp, the office lost sight of jobs once installers left. Updates, photos, and checklists didn’t come in until crews got back.

Now the whole operation runs live. Installers tap to show they’re on the way, on site, or done. Photos are uploaded right from the job. Checklists get checked before anyone leaves. The mobile app holds everything: job details, directions, customer notes, forms, and signatures. All in one place. All synced right away.

When a job is marked complete, the office knows instantly. No calls needed. No waiting. No guessing.

Better Data for Better Decisions

With everything running through one system, Great Outdoors is finally building real insight into their business. Custom fields let them track results by market. Sales reports show which products sell best. Questions like “How much did Atlanta bring in this quarter?” now have real answers, not rough guesses.

“This is way better schedule-wise for me. I love the program, especially translating data. It all talks to each other. Those little bugs, we’ve been working through them. If you get them fixed, it’ll be great. But we’ll work through them until you do.”

Luis

Operations Coordinator, Great Outdoors

Key Benefits

Enhanced Operational Foundation

  • One platform handles CRM, scheduling, quotes, jobs, and invoices
  • Customer data moves smoothly from first contact to final payment
  • Full customer profiles show every interaction, job, and payment in one place
  • Inventory tracking links quoted products to what actually gets installed

Scheduling and Dispatch Excellence

  • Visual calendar built for full-day jobs, not hourly slots
  • Drag-and-drop scheduling with a clear view of team availability
  • Queue for unscheduled work so nothing gets missed
  • Map view shows customer locations and team positions live

Field Team Empowerment

  • Mobile app gives installers job details, directions, and customer info
  • Live status updates keep the office informed
  • Photo capture and digital signatures replace paperwork
  • Custom checklists make sure quality is checked before crews leave

Advice for Installation Business Owners

“It looks like it does everything that I want it to do throughout the pipeline. And that’s really important. If you’re trying to find one platform that talks to itself without having multiple systems, this is it.”

Tara Miller

Operations Manager, Great Outdoors

How much faster could you work without the manual busywork?

Contact FieldCamp and see how FieldCamp automates the boring stuff.