Engineering and construction, fuel system and underground storage tank servicesFuel Systems & UST Services Contractor
A fuel systems contractor connected Field Service to its mobile inspection app, so technicians correct reports and see current site data.
An engineering and construction firm services fuel systems and underground storage tanks for commercial customers. Technicians completed compliance inspections in a mobile forms app, while locations, contacts, and certifications lived in Field Service.
The challenge
The mobile inspection app could not see changes made in Salesforce, so technicians worked from stale location, contact, and certification data. Correcting a submitted inspection report meant a manual workaround, and the team was also chasing an unexplained data loss issue in the org.
The solution
SiiMPLY7 investigated and resolved the data loss issue, then built two integrations with the mobile forms platform. A button on the form tracker record sends a correction request to the app through a webhook, and an API sync pushes location, customer, contact, and technician skill and certification updates from Salesforce into the app's databases.
Implementation highlights
What we built.
- Data loss investigation and resolution in the org
- One-click inspection report correction from Salesforce
- Webhook integration with the mobile forms platform
- API sync of locations, contacts, and customer names
- Technician skills and certification dates synced to mobile
Results
Technicians see Salesforce updates on mobile
Report fixes start with one click
Certifications stay in sync across systems
Engagement summary
A small support engagement grew into a targeted integration project and then an ongoing block of development hours, as the team came to rely on SiiMPLY7 for Field Service and integration work.
What's next
Further work in view included document generation templates and an HR system integration.
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