The challenge
A subscription-based water treatment technology provider was managing a high volume of on-site support tickets through inefficient field-service processes. Technicians lacked real-time work-order access, inventory tracking was manual and error-prone, preventive maintenance was reactive, and critical performance indicators were difficult to monitor.
- High volumes of on-site support tickets
- Limited real-time access to work orders and job information
- Manual, error-prone inventory tracking
- Reactive preventive-maintenance scheduling
- Limited visibility into critical operational performance indicators
Our approach
TEKNIKOZ implemented Salesforce Field Service to streamline scheduling and work-order management. A mobile field-service experience gave technicians real-time access on site, enabled immediate status updates and inventory consumption, and supported consistent job-data capture. A preventive-maintenance module and operational dashboards strengthened proactive service delivery and management visibility.
- Optimized work-order scheduling and field-service workflows
- Enabled real-time mobile access for field technicians
- Digitized inventory consumption and tracking
- Introduced proactive preventive-maintenance scheduling
- Created reports and dashboards for critical business indicators
- Improved the flow of service information between field and operations teams
