When a job cancels at seven in the morning, the whole day has to be rebuilt — and somebody in your office does that by hand. Salesforce Field Service is the difference between a schedule that survives contact with reality and one that gets rebuilt on a whiteboard.
Replacing a trade-specific platform that will not bend
Adding service to an org that already runs sales
Getting paper off the jobsite
What it solves
The schedule is the business
Everything downstream of getting the right person to the right place on the right day — the invoice, the renewal, the referral — depends on that working. Most systems treat scheduling as a calendar feature.
Scheduling swallows people whole
Matching skills, certifications, parts and travel to the day’s work, then rebuilding it when something falls through. In most operations this is one or two people doing almost nothing else, and it does not scale by hiring a third.
The field and the office are a day apart
Job updates arrive by phone call and photographs of paper, then get re-entered before anything can be invoiced. Leadership sees performance weeks after the decision it should have informed.
Nobody knows what is installed where
No record of what was fitted, when it was commissioned or what it is entitled to. Service revenue depends on the customer remembering to call rather than on you knowing it is due.
Emergency work detonates the plan
Storm damage, a flood, a breakdown. Urgent jobs get slotted in by whoever answered the phone, and the knock-on to everything else is discovered rather than decided.
Technicians enter everything twice
Once on paper at the job, once in a system afterwards. Every duplication is a delay and a chance to introduce an error nobody catches until finance does.
You cannot tell which service work makes money
Travel, labour, parts and warranty absorbed into an overall figure. Contracts that lose money look the same as contracts that carry the business.
Specialties
What we implement on Field Service
We do not start with the product. We start with the problem, then use only what solves it.
Scheduling and dispatch
Optimised assignment by skill, certification, location and parts — and a sane answer when the day changes.
Mobile field app
Capture built for someone in a truck with gloves on: job status, photos, signatures and notes, offline included.
Asset and installed base
What is installed where, when it was commissioned, what it is entitled to and what it needs next.
Maintenance agreements
Recurring visits, entitlements and renewals managed as revenue rather than a reminder in someone’s calendar.
Parts and inventory
Van stock, consumption and replenishment visible against the job that used them.
Subcontract crews
Third-party crews scheduled, tracked and paid alongside your own, without a separate spreadsheet.
Agentforce for service
Autonomous agents on scheduling changes, status updates and routine customer questions.
Service profitability
Labour, travel, parts and warranty attributed to the work, so contract-level margin is visible.
Our process
You see working software long before go-live
The same shape on every engagement, sized to the business. Each stage produces something you can look at and react to, rather than a document you approve and hope for.
01
Discovery
We learn how your business runs before we touch the org — including the parts that are not on Salesforce yet.
02
Blueprint
Scope agreed and locked, priorities set, and a phased plan that says plainly what is not happening in phase one.
03
Build in phases
Regular demos of real, working configuration — so course corrections happen while they are still cheap.
04
Deploy and enable
Migration, testing, cutover and training owned by us — adoption is part of the job, not an afterthought.
05
Beyond go-live
The same team stays. Go-live is where the value starts compounding, not where the relationship ends.
Integrations
Joined to the systems that already move your crews
Field Service earns its place by connecting the schedule to everything that constrains it. These are the categories we most often connect for service organisations.
ERP, accounting and billing
Completed work reaching an invoice without a re-entry step in between.
The system your branch managers know by heart, reconciled with the customer record.
Procore · Aspire · Sage 300 CRE
Client stories
Field Service in the wild
AV and building automation
System Support & Integration
Needed a more robust field service solution — improving scheduling, communication with clients, and the tracking of operational and financial KPIs, where manual steps were cutting productivity and holding back reporting.
Sales Cloud · Field Service · Appointment Assistant
Disconnected operations from first quote through to the crew on site. Field Service Lightning joined the sales record, the job and the invoice into one platform the office and the field both work from.
Sales Cloud · Field Service Lightning · QuickBooks
Four trades and a mix of employee and subcontract crews on the same job, on systems that could only cost a project as a whole. Field Service and trade-level job costing were rebuilt on a foundation that matched how they actually operate.
Let's talk about how your crews actually get scheduled
Not a cookie-cutter demo. A conversation about your dispatch, your trades and what happens when the day falls apart — and an honest read on what Field Service can and cannot fix. Then talk to one of our clients yourself.
