A complete Salesforce build for a field services company, from first call to final invoice. New customer intake, site assessments, quotes and e-signed agreements, service tracking, and billing, all in one system the team actually uses.
After every storm, the office spent days matching crew logs against a customer's records to get paid. Now most records match themselves, and the rest take about an hour.
A direct, real-time sync that sends customers, sales receipts, and invoices from Salesforce to QuickBooks. It replaced a paid middleware tool and swapped silent failures for clear, fixable error messages.
A simple login portal where plow crews log each service from their phone. It replaced paper tracking sheets, and every entry goes straight into Salesforce, ready to reconcile and bill.
