Field Service
Key Improvements and Metrics
Unified platform for efficient Field Services, territory-based crew management, and seamless invoicing.
Health and Safety Plan submission time with digital signatures within 10 mins.
Real-time updates with Integrated Invoicing System.
Managing complex Daily Work Reports with accurate calculations.
Improved response times per call by 20%.
Faster time to payment by 40 days (on average).
The Challenge
Environmental Restoration LLC encountered inefficiencies in their field services, dispatching, and invoicing. They faced challenges with cumbersome Health and Safety Plan processes, physical documentation, and time-consuming rate sheets, which hindered their overall emergency response efficiency. They needed a solution to automate tasks, reduce the risk of errors or lost documentation, and optimize resource utilization.
Pain Points
- Inefficient Field Services for Emergency Response Jobs which are highly time sensitive
- Dispatching and Tracking of Emergency Response Jobs
- Cumbersome Process for Health and Safety Plan involving large Crews
- Physical Documentation and maintaining records
- Manual Invoicing Process
- Time consuming and labor-intensive Rate Sheets
Requirements
- Implementation of Salesforce Field Service and Field Service Mobile
- SSO setup with Azure for a unified platform
- Integration of Invoicing system, Deltek Costpoint via MuleSoft Composer with Salesforce
- Implementation of Adobe Sign to simplify the approval process, capture documents digitally, and eliminate the reliance on physical documents
- Implementation of Survey Vista for Health and Safety forms and daily meetings for improved compliance
- Automation of Rate Sheet Management, freeing up valuable resource time from the current manual process
The Solution
Diabsolut proposed a customized Salesforce Field Service implementation with a rate sheet automation tool. This implementation aimed to centralize the system and optimize the dispatching of technicians to job sites. It also included Survey Vista for H&S forms, Adobe Sign for digitally capturing signatures, and MuleSoft Composer to integrate Salesforce with their Deltek invoicing system on a single platform.
Products Implemented
Diabsolut Custom Solution
Additional Integrations
The Results
The shift to a unified digital system for field service operations and billing has transformed efficiency, compliance, and customer satisfaction across the organization. By integrating seamlessly with third-party tools and Salesforce, the solution has streamlined complex reporting, automated rate sheets, and enabled real-time visibility, while cutting manual effort and accelerating cash flow.
Key Results
- Replaced paper-based compliance with mobile digital processes (Survey Vista & Adobe Sign)
- Streamlined complex work reports across 5 divisions and 25 locations
- Integrated invoicing with Salesforce via MuleSoft Composer for real-time updates
- Optimized scheduling, dispatching, and field updates through the Field Service Mobile app
- Automated rate sheets and complex taxation with Diabsolut’s custom tool
- Reduced invoice payment cycle by 40 days and cut response times per call by 20%
- Increased accuracy, compliance, and overall operational efficiency