# One job record behind every site, crew and invoice.

> We joined them, so every job has one record behind its site visits, crews and invoice.

- Source: https://synconai.com/case-studies/field-service-one-job-record
- Publisher: SynconAI (https://synconai.com)
- Type: Case study
- Evidence: Delivered work
- Industry: Commercial & Business Services
- Products: Sales Cloud, Field Service, Salesforce Platform, Lightning Web Components
- Service: Salesforce Field Service (https://synconai.com/salesforce-field-service)
- Reading time: 1 minutes

## In short

We joined them, so every job has one record behind its site visits, crews and invoice.

## How we help

We joined them, so every job has one record behind its site visits, crews and invoice.

## Before and after

| Area | Before | After |
| --- | --- | --- |
| Job information | Spread across separate tools | One record per job |
| Field to office | Re-keyed by hand | Flows back automatically |
| Invoicing | Chased at month end | Follows the completed work |

## Results

- Less double entry for every team
- Faster, more accurate invoicing
- One version of every job

## How it works

Salesforce Field Service connects the office to the technician: work orders, service appointments, scheduling and dispatch, and the mobile app the technician uses on site. Territories, skills, operating hours and scheduling policies decide who goes where and when.

The value comes from one record per job, from quote to invoice. When parts, time, site documents and billing all hang off the same work order, the office stops re-keying and the customer gets a clear answer.

## Our approach

1. **Model the work.** Define work types, assets, territories and the skills each job needs.
2. **Set up scheduling.** Configure resources, operating hours and policies that reflect how crews really work.
3. **Equip the field.** Set up the mobile app with the forms, checklists and data technicians need offline.
4. **Close the loop.** Connect time, parts and invoicing so completed work flows straight to billing.
5. **Support and improve.** Tune scheduling and processes as volumes and teams grow.

## What to get right

- Keep one record per job from quote to invoice.
- Make territories and skills match reality, or scheduling will be ignored.
- Design the mobile experience for how technicians work on site.
- Connect finance early so billing follows the work.

## Questions

### Do we need Field Service or can Sales Cloud handle jobs?

Simple jobs can live in Sales Cloud. Once you schedule technicians, manage appointments and work on site, Field Service is built for it.

### Does the mobile app work without signal?

Yes. The Field Service mobile app works offline and syncs when the technician is back in coverage.

### Can Field Service connect to our finance and timesheet systems?

Yes. Hours, parts and completed work can be integrated with finance, payroll and document tools so nothing is keyed twice.

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SynconAI. https://synconai.com/case-studies/field-service-one-job-record