Energy compliance and permitting services for HVAC contractorsEnergy Compliance & Permitting Firm
An energy compliance firm brought contractor intake, permitting jobs, field inspections, and billing onto one Salesforce platform.
An energy compliance company handles permits and inspections for HVAC contractors. Its work ran across an industry compliance system, spreadsheets, and accounting software, and the business wanted one platform for contractors, staff, and field technicians.
The challenge
Job requests arrived by email and phone with no SLA tracking, so contractors called in for status updates. Permit administrators followed paper-style SOPs, inspections were scheduled by hand, and invoices and payments had to be reconciled separately in the accounting system.
The solution
SiiMPLY7 designed a connected Salesforce platform: lead and account management for contractors, job requests with SLAs and milestones, Field Service for inspection scheduling and mobile work, and a contractor portal to submit jobs, check status, and view invoices. Live chat and chatbots handled status questions, and a QuickBooks Online integration synced work orders, invoices, and payments.
Implementation highlights
What we built.
- Job request process with SLAs, milestones, and approvals
- Field Service scheduling, dispatch console, and mobile flows
- Contractor portal for job requests, status, and invoices
- Live chat and chatbots for job status questions
- QuickBooks Online sync for work orders and payments
Results
Contractors track jobs without calling in
SLA tracking on every job request
Intake, field work, and billing connected
Engagement summary
A structured discovery phase turned the team's SOPs and compliance rules into approved user stories across CRM, field service, portal, chat, and accounting, then moved into demos and change requests with the operations lead.
What's next
Future phases in view included a mapping integration for site data and phone system integration.
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