Here's some of what I've set up, fixed, and connected.
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.
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A complete Salesforce build for a field services company, from first call to final invoice: intake, site assessments, quotes and e-signed agreements, service tracking and billing in one system.
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.
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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.
Tell me about it. Chances are it can be simpler.
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