eAtlantic Engineering Salesforce Field Service Lightning Implementation
eAtlantic Engineering partnered with Summit Technologies on a journey to digital transformation - away from a paper-based system, to a modern, streamlined, and simple inspection process. Summit Technologies recognized that eAtlantic Engineering’s business objective would be a great fit for the Salesforce Field Service Lightning product. eAtlantic Engineering agreed and engaged Summit Technologies in implementing that solution for their mobile inspection process.
About the Client
eAtlantic Engineering was spending many hours on an inefficient, paper-based process they had developed for monitoring client projects requiring inspections, assigning inspections to the most qualified inspector in the area, creating inspection schedules, and reporting inspection results to the county agencies. Although there was a great opportunity to grow the business, these manual processes were holding them back.
A robust field service and CRM solution built on the Salesforce Field Service Lightning platform answers the challenges the eAtlantic Engineering team faced. Summit Technologies built a solution that exceeded the expectations of eAtlantic Engineering.
A short list of features from the Inspector Solution:
Provide inspectors with the ability to see their schedule
Utilize Mobile app to quickly navigate to their next appointment
Image upload document with photos
Create inspection results through the Field Service Mobile App
Cut inspector travel time by creating optimized inspection routes
Assign inspections to properly qualified inspectors in a region
Generate inspection reports to contractors
Create notices to the agency on Scheduled Inspections
Notify the agency on Completed inspections
Generate the sequence of inspections that need to be completed
Provide inspectors a schedule of their inspections
Generate the full final inspection report on a single click
Inspection report to be provided to the contractor when completed
Self Service to book appointments
Allowed contractors to view past inspections
eAtlantic Engineering has been able to streamline the process for inspectors and significantly reduce the time it takes to report to the county agencies. With the new digital experience and automated solution, eAtlantic Engineering is positioned for rapid growth.
In Our Client's Words...
“If we could give [Summit Technologies] six stars, we would!”