Ready-to-Run org
$3,500fixed, plus tax. Two to three weeks.
Your industry’s model, stages, rules, reports and one dashboard, built and walked with you.
For field service companies
Salesforce, built for field service companies.
In many field service companies, the same three things go wrong. Work orders travel on paper or by text, so jobs get lost or done twice. The technician schedule lives in one person’s head, so a sick day throws off the whole week. And parts and service history are not tied to the asset, so a technician arrives without knowing what was done last time. An org built for you puts work orders, schedules, parts and history in one place.
The fix list
What we check in a field service company’s org
- Work-order status rules: every status has a written meaning that everyone uses.
- Technician trades and territories set, so you see who fits each job.
- Parts tracking: what was used, on which job, from which stock.
- Asset service history: every visit tied to the asset it was for.
- First-visit fix tracking: you can see which jobs were fixed on the first visit.
Book a call
Twenty minutes about your company’s Salesforce.
We help you pull three counts from your own Salesforce: duplicate records, deals or cases that are no longer real, and paid licences nobody uses. No client names or records are shown to us. You get a fixed price in writing the business day after the call.
Want to see a working org for your industry? Say so in your message, and we tell you in writing when one is ready to walk.
Work orders, technicians, schedules, parts, service history. Built on standard Salesforce objects.
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The catalogue
Four things we do, each with its price.
All prices are in Canadian dollars.
Data Clean-Up
Priced by record count, from$2,500plus tax: one fixed number and a fixed number of days, written before we start.
Your records in, clean records out: duplicates, dead fields, broken automations, with a written report of what changed.
Agent-Ready
$1,950fixed, plus tax. Five business days.
Your readiness score checked in your org, the data and rules put in shape, and the setup Agentforce needs before you switch it on.
Care
$900 or $1,650a month, plus tax. Three-month start, then month to month.
Six or twelve senior hours a month, billed on the first. Hours you do not use do not carry over.
Half before we start, half at the walkthrough. Read-only until you sign off the fix list. You back up first. Nothing changes in your org without your written yes. Salesforce licences are not in these prices.