At a glance
- Industry
- Construction
- Platforms
- Salesforce Revenue Cloud / CPQ, Salesforce Field Service
- Service
- Implementation
The challenge
Field techs used paper timesheets with no mobile way to log time, materials, or photos, estimating was slow and error-prone, and managers had no real-time visibility into job costs.
What we did
- A Field Service mobile app for logging time, breaks, and annotated job-site photos, with offline support
- CPQ guided selling with automated square-footage calculations for labor and materials by job type
- Automated flows moving approved timesheets to work orders and opportunities with real-time job costing
- Separate product catalogs and pricing for painting, drywall, construction, and mold-remediation divisions
The results
Crews now log everything digitally from the field, managers see costs against estimates in real time with budget alerts, and estimators produce professional quotes on iPads with in-field e-signature.
This is exactly what we needed — getting that app up and going is priority right now.
Client, Construction
Does this sound like your team?
- Crews fill out paper timesheets that someone retypes later, and job photos stay on personal phones.
- Estimators measure rooms and work out labor and material quantities by hand, and mistakes show up in the final bill.
- Managers learn a job ran over budget only after it closes because costs are not compared with the estimate as work happens.
Where we would start
Start with the field crews, since timesheets, materials and photos feed every cost report. A Field Service mobile app with offline support lets techs log from the job without worrying about signal. Next, set up guided CPQ quoting with square-footage formulas for each division’s job types. Flows can then post approved hours to the job record, letting managers see spending against the estimate while work is underway.