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eAtlantic Engineering

eAtlantic Engineering

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

The primary areas of focus for eAtlantic Engineering are Building Code Inspections and Structural Engineering. They provide a wide variety of Inspections, Plan Reviews, Testing and Consulting. The main corporate office is located in Cape Coral, Florida. eAtlantic has project sites in many counties throughout the state of Florida.

The Challenge

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.

The Solution

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:

  • Inspector Efficiency
    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

  • Administrator Optimization
    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

  • Contractor Improvements
    Inspection report to be provided to the contractor when completed
    Self Service to book appointments
    Allowed contractors to view past inspections

Result for Our Client

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!”

Related Summit Technologies Services

Certified Salesforce Advanced Admin

Achieve organizational alignment, application integration, efficient automation and capitalize on the latest features with expert training with Managed Services

Certified Field Service Consultant

Get up on Salesforce Field Service Lightning in a few weeks. Includes platform configuration to suit your organization & training from a certified FSL expert

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