Empowering an NYC subway HVAC leader with Salesforce Field Service and Accounting Seed
Benefiting an HVAC organization by integrating FSL and Accounting Seed into a single ecosystem for improved operational efficiency.
Our client, a US-based company, promotes sustainable building practices in the NYC metro area, focusing on electrification, decarbonization, and cost savings. They offer top-tier engineering support, installations, and maintenance, and integrate global energy-efficient technologies like heat pumps and geothermal systems for commercial and multifamily buildings. Their commitment to incorporating cutting-edge HVAC technologies prompted their search for a partner to implement Salesforce Field Service to enhance technician dispatch and service processes.
Our client faced multifaceted challenges. Integrating a diverse range of energy-efficient solutions into commercial and high-rise buildings demanded seamless installations and responsive service, all while optimizing logistics. The need for timely field operations led to complexities in coordinating real-time information access for technicians across dispersed locations. Moreover, precise billing and invoicing, considering factors like commuting time, required an accurate and transparent solution.
Simultaneously, tracking work order history within assets for informed decisions posed challenges in data management. Integrating technologies like Field Service Lightning and Accounting Seed required careful adaptation. As the industry evolves, anticipating future technological needs becomes essential. These challenges highlighted the critical role of strategic technological solutions in enhancing operational efficiency and streamlining the client's holistic approach.
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- Implemented a Field Service solution to enable field supervisors, installation, maintenance and repair experts obtain ETA for each field visit;
- Implemented a Field Service Mobile App for the Service and Maintenance team with all the necessary information and instructions for the field technicians, including customer information, task details, service location, required tools and equipment, service history, and more;
- Optimized commuting times between consecutive field service appointments from the logistics perspective;
- Implemented a calculation feature that accurately computes both commuting time and time spent during field visits, serving as the foundation for our client's customer billing process and ensuring precise and transparent invoicing;
- Implemented Accounting Seed — an accounting software solution built entirely on Salesforce.
As our partnership progresses, we are currently in the stages of developing an additional feature centered around the meticulous tracking of work order history within each asset.
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- Strategically minimized the variance between estimated time of arrival (ETA) and actual service time, ensuring seamless operations and directly enhancing the client’s profitability;
- Enabled fast and efficient invoice generation with the help of Accounting Seed system;
- Achieved remarkable operational efficiency gains, empowering technicians with swift access to crucial information, minimizing downtime between appointments, and enabling prompt service delivery;
- Improved scheduling precision and facilitated better customer communication with the FSL solution is place;
- Formed a comprehensive ecosystem by integrating Field Service Lightning, the mobile app, commuting time optimization, calculation feature, and Accounting Seed, delivering a holistic solution that elevated operational efficiency, financial management, customer service, and overall business performance.
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