Commercial services, facility and field servicesCommercial Facility Services Company
A commercial services company completed its transition onto Field Service Lightning by automating scheduling, connecting invoicing to its accounting system, and enabling payment collection directly in Salesforce.
A commercial facility services company was already using Field Service Lightning but had reached the point where manual workarounds were slowing the team down. Scheduling was partially automated with custom code that needed to be replaced, invoices were being manually reconciled between Salesforce and the accounting system, and payments could not be collected inside the platform.
The challenge
Existing custom code was creating service appointment schedules rather than using native Maintenance Plans, making the system harder to maintain. Invoice updates made in the accounting system were not reflected in Salesforce automatically. There was no way to take payments inside Salesforce, requiring a separate process for each transaction.
The solution
SiiMPLY7 replaced the custom scheduling code with Salesforce-native Maintenance Plans, then configured Field Service optimization to auto-assign work orders and service appointments to the right resources. The team built a Sage Intacct integration to sync invoice updates back into Salesforce, including tax sync for taxable items, and implemented Chargent to enable payment processing directly from Salesforce records.
Implementation highlights
What we built.
- Custom scheduling code replaced with native Field Service Maintenance Plans
- Field Service optimization configured for auto-assignment of work orders and appointments
- Sage Intacct integration syncing invoice updates and tax data to Salesforce
- Standard Intacct invoice object adopted for cleaner financial data structure
- Chargent installed and configured for in-Salesforce payment processing
Results
Work orders and appointments assigned without manual dispatch
Invoice data flows from the accounting system into Salesforce automatically
Field and office teams can collect payments without leaving Salesforce
Engagement summary
SiiMPLY7 finished the client's move onto Field Service Lightning, replacing custom scheduling with native Maintenance Plans and connecting invoicing and payments so scheduling, financials, and collection all run in Salesforce.
What's next
With scheduling, invoicing, and payments connected, the team was positioned to build deeper reporting on field operations and explore expanding the platform to additional service lines.
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