Field services
Deficiencies are found on every inspection. Too few of them become quotes.
Fire and life safety, security integration, HVAC, and inspection and testing firms find work on every visit. Between the field app, the CRM and the ERP, some of it never reaches a quote or an invoice.
Fixed fee from USD 3,500, payable on completion. You keep the findings whether or not you use us to build.
What breaks
Where the gaps usually are
Most of these grow with each acquired branch. The work still gets done. The billing is where it slips.
Deficiencies that never become quotes
The technician logs the deficiency. Nobody turns it into a quote, so the repair goes elsewhere or never happens.
A field app per branch
Each acquired branch kept its own field app, so schedules, assets and history live in different places.
Contracts billed differently per brand
The same recurring service contract is billed one way at one brand and another way at the next.
Time and parts that miss the invoice
Technician hours and parts used on site are recorded, then keyed again, or not at all, before billing.
No repair pipeline by branch
Nobody can see open repair quotes by branch, so nobody knows what is waiting to be won.
Inspection dates kept by hand
Recurring due dates live in a spreadsheet, so a missed visit is also a missed invoice.
What the diagnostic looks at
One process, followed from inspection to invoice
We follow one process through the field service app, the CRM and the ERP, in Salesforce, NetSuite or whatever sits either side.
Sample 2 on our sample findings page is a field services firm.
See a sample findingIn scope
- From inspection finding to deficiency quote to repair invoice
- Field app, CRM and ERP, and where work is keyed twice
- How recurring service contracts are set up and billed across brands
- Technician time and parts, from the job to the invoice
- Repair pipeline and margin reporting by branch
- Where AI helps, once the process underneath is clean
How it works
Three steps, and nothing larger until the first has proved itself
Scope
We agree the process, the systems, the days and the fixed fee.
Twenty minutes, freeDiagnose
We walk the process with your team, from the site visit to the invoice, and go into the systems themselves.
From five working daysDecide
Every item costed and ranked. Build with us at a fixed price per item, with your own team, or not at all.
A costed list you keepIf the deficiency list is longer than the quote list
Led by a Salesforce Certified Application Architect with 14 Salesforce certifications and 15 years owning enterprise platforms inside businesses. Every engagement is delivered by the principal.