The challenge
A prior implementation left broken Gantt scheduling that errored on any project over 15 days, no way to track ~100 field workers without paying for Salesforce licenses each, and inefficient flows that fired 30 emails at once.
What we did
- A custom Labor Resource object to track external contractors and certifications without Field Service licenses
- Bidirectional sync between work orders and service appointments to eliminate duplicate entry
- Corrected multi-day appointment configuration enabling 30-90 day project scheduling
- Restructured task-creation flows using variables instead of hard-coded assignments
The results
Within a 20-hour engagement the team eliminated per-worker licensing for 75-100 laborers, fixed the multi-day scheduling errors, centralized resource management, and restored confidence after the failed prior build.
What you’ve been able to fix… that’s awesome.
Client, Industrial Services