Company Information
Key Contacts
Brad's Relationship
Randall Tolbert is an EO Atlanta member in Brad's chapter. Strategic anchor account for FieldRoutes Software-as-a-Managed-Service proof of concept.
Your Outsource Access Team
Your dedicated team of virtual assistants working full-time on FiveTraks / Yardsy operations.
| Name | Role | Start Date | Status |
|---|---|---|---|
| Cristine (Christine Darla) Baguio | Sales & Customer Retention | July 2024 | Active |
| John Aivan Surbano | Operations & Routing (FieldRoutes) | August 2024 | Active |
| Reah Jane Sabalvaro | Finance & HR | August 2024 | Active |
Team Coverage Map
Virtual Assistant Team (3 VAs)
Cristine (Christine Darla) Baguio
John Aivan Surbano
Reah Jane Sabalvaro
Weekly Hours Tracked Loading live data...
| VA Name | Mon | Tue | Wed | Thu | Fri | Total | Target | Status |
|---|---|---|---|---|---|---|---|---|
| Loading live Time Doctor data... | ||||||||
Work Distribution by Category
Team Productivity Score Trend
OA Playbook Status
Key Sections
✓ AirCall Outbound Sales Protocol
✓ Yardsy360 Partner Onboarding
✓ QuickBooks Multi-Company Accounting
✓ Rezi10K Customer Onboarding
✓ Google Review Campaign Process
✓ Weekly Payroll & OpEx Reporting
Recent Activity Log
Landscaping Tech KPIs
| KPI | Current | Target | Trend |
|---|---|---|---|
| New Customer Onboarding (monthly) | 47 accounts | 50 accounts | On Track |
| Route Optimization Efficiency | 87% optimal | 90% optimal | Improving |
| Routing Hours / Truck / Day | 3.2 hrs | < 2 hrs | Needs Attention |
| Support Ticket Resolution Time | 4.2 hrs avg | < 4 hrs | Slightly Over |
| FieldRoutes Feature Utilization | 78% | 85% | Growing |
| Outbound Calls / Week (Christine) | 48 | 50 | On Track |
| Google Review Requests Sent | 32/week | 40/week | Below Target |
| Rezi10K Onboarding Completions | 156 total | 200 by Q3 | On Track |
Seasonal Performance Indicators
Advisory Document Status: Delivered
Strategic Insights & Recommendations
FieldRoutes Managed Service Model
Aivan's deep FieldRoutes expertise makes this the prototype for '1 specialist x 10-15 clients' managed service model. Flagship proof of concept.
Routing Efficiency Monitor
Zach flagged 123.55 hours in Feb on routing for 8-truck operation (5.7 hrs/day vs 1-2 hr benchmark). Monitoring continues.
Growth Expansion: GA/NC Markets
Partnership campaign targeting landscapers in Georgia and North Carolina. New President hire signals scaling intent.
Rezi10K Program
Structured customer retention program targeting 10,000 direct residential customers. Christine executing full onboarding touchpoint sequence.
Landscaping Technology Competitive Landscape
Key competitors and technology platforms in the lawn care and landscaping services space that FiveTraks / Yardsy competes with or leverages.
| Company | Category | Key Strength | Threat Level |
|---|---|---|---|
| LawnStarter | Marketplace / On-Demand | Consumer acquisition, instant booking, national scale | Medium |
| TaskEasy | Marketplace / Property Mgmt | Property management partnerships, automated scheduling | Low-Med |
| GreenPal | Marketplace / Bidding | Contractor bidding platform, rapid customer matching | Medium |
| Jobber | Field Service Software | CRM, quoting, scheduling for small operators | Low |
| Service Autopilot | Field Service Software | Advanced automation, multi-service support | Low |
| Real Green Systems | Lawn Care CRM | Deep lawn-specific CRM, marketing automation | Low |
Yardsy Differentiators
Yardsy360 Partner Network
Unique partner outreach model connecting local landscapers into a technology-enabled network. No direct marketplace competitor offers this B2B angle.
FieldRoutes Integration Depth
Deep FieldRoutes integration with dedicated routing specialist (Aivan) gives operational efficiency that marketplace-only competitors lack.
Rezi10K Retention Program
Structured 10,000-customer retention program with personalized touchpoints is a significant competitive moat vs. transactional marketplaces.
Lawn Care & Landscaping Industry Trends
Technology Adoption Accelerating
The U.S. landscaping services market exceeds $130B annually. Software adoption among landscaping companies grew 34% YoY as operators move from paper-based to digital route management, CRM, and automated billing. Companies using field service software report 20-30% efficiency gains.
Route Optimization as Competitive Edge
Fuel and labor are the two largest cost centers for lawn care operators. AI-assisted route optimization can reduce drive time by 15-25% and fuel costs by 10-20%. FiveTraks' dedicated routing specialist (Aivan) positions them ahead of competitors still doing manual scheduling.
Seasonal Staffing Challenges
Landscaping faces extreme seasonality, with peak-season labor demand 2-3x off-season levels. H-2B visa caps and local labor shortages are pushing operators toward technology solutions (automated scheduling, customer self-service portals) to do more with fewer field workers.
Recurring Revenue Models Growing
Subscription-based lawn care (monthly plans vs. per-visit pricing) is growing rapidly, particularly in residential markets. Operators with strong CRM and retention programs (like Rezi10K) capture 40% higher lifetime customer value than transactional competitors.
Consolidation & Private Equity Activity
PE firms are actively acquiring landscaping companies in the $5M-$50M range, creating multi-market roll-ups. Technology-enabled operators command 20-30% higher acquisition multiples. FiveTraks' FieldRoutes integration and data-driven operations make them attractive.
Key Market Data Points
Investment Breakdown
| VA | Role | Monthly Cost | Start Date |
|---|---|---|---|
| Cristine Baguio | Sales & Customer Retention | $1,895 | July 2024 |
| John Aivan Surbano | Operations & Routing | $1,895 | August 2024 |
| Reah Jane Sabalvaro | Finance & HR | $1,895 | August 2024 |
| Total Monthly | $5,685 | ||
ROI Indicators
U.S. Salary Equivalent Savings
Three comparable U.S.-based full-time employees (inside sales, operations coordinator, bookkeeper) would cost $14,000-$18,000/mo in salary + benefits. Current OA investment of $5,685/mo represents 60-68% cost savings.
Routing Efficiency Value
Aivan's route optimization work saves an estimated 1.5-2 hrs/day across the truck fleet. At field crew cost rates, this translates to $3,000-$5,000/mo in avoided labor and fuel costs.
Revenue Impact (Rezi10K)
Christine's outbound sales and Rezi10K onboarding directly drives customer acquisition and retention. Each retained residential customer averages $1,200-$2,400/yr in recurring revenue.
Communication Channel
Communication Notes
Active engagement in Dream Team GChat space. Zach provides detailed, constructive VA feedback. New President (David) hired May 2026 signals growth trajectory. Randall featured in Automate & Delegate Magazine July 2026.
Submit a Support Ticket
Use this form to report an issue, request a change, or flag a concern about your VA team or services.
Recent Tickets
| Date | Subject | Status |
|---|---|---|
| Jul 10, 2026 | FieldRoutes access for Allan Gunter | Resolved |
| Jun 28, 2026 | Routing hours benchmark question | Resolved |
| Jun 15, 2026 | QuickBooks sync issue (Maxwell entity) | Resolved |
Training Progress
Current training milestones and skill development for your VA team.
Cristine Baguio
John Aivan Surbano
Reah Jane Sabalvaro
Team Engagement
Strong Client-VA Relationship
Zach provides detailed, constructive feedback in weekly GChat updates, creating a transparent and productive working environment. All three VAs report high engagement and clarity on expectations.
Cross-Training & Growth
Aivan has been trusted to onboard the new Ops Manager (Allan Gunter), demonstrating leadership growth beyond his original routing role. Christine has expanded from basic sales into full Rezi10K program ownership.
Multi-Entity Capability
Reah Jane manages finance across three separate legal entities (Yardsy, Maxwell, FiveTraks), showcasing the team's ability to handle complexity and scale with the client's growing business.
Recognition & Milestones
| Date | VA | Milestone |
|---|---|---|
| Jul 2025 | Cristine Baguio | 1-Year Anniversary with FiveTraks |
| Aug 2025 | John Aivan Surbano | 1-Year Anniversary with FiveTraks |
| Aug 2025 | Reah Jane Sabalvaro | 1-Year Anniversary with FiveTraks |
| May 2026 | John Aivan Surbano | Led Ops Manager onboarding (Allan Gunter) |
| Jun 2026 | Cristine Baguio | Rezi10K program hit 150+ onboardings |
Message from Brad Stevens, CEO
Zach, Randall, David, and the entire FiveTraks / Yardsy team,
Your partnership with Outsource Access has been one of our standout engagements from day one. The way your team has embraced Christine, Aivan, and Reah Jane as true extensions of your operation speaks volumes about your leadership and culture.
Aivan's FieldRoutes expertise has become a model for how we think about Software-as-a-Managed-Service across our entire client base. Christine's execution on Rezi10K is the kind of structured, disciplined customer retention work that separates good companies from great ones. And Reah Jane managing finance across three entities with the precision she brings is genuinely impressive.
As you scale into new markets with David leading the charge, know that we're committed to growing with you. Whether that means adding specialized VAs, expanding software support, or building out new operational capacity, we're here to make it happen.
Looking forward to what's next.
Time Doctor Integration
Time Doctor Integration Coming Soon
Real-time productivity tracking and hours breakdown will appear here once the Time Doctor API integration is live.
Preview: What You Will See
| Metric | Description |
|---|---|
| Daily Hours Tracked | Hours logged per VA per day with idle vs. active breakdown |
| Weekly Productivity Score | Percentage of tracked time spent on productive tasks |
| Top Applications Used | Most-used apps and websites during work hours |
| Screen Activity | Screenshot frequency and activity levels |
| Attendance & Schedule | Clock-in/out times, breaks, overtime tracking |