Salesforce Field Service

Bluechip Maintenance: Migrating from ServiceTitan to Salesforce to Unify Field Operations and Streamline Service Delivery

company overview

Blue Chip Maintenance (BCM) delivers routine and emergency plumbing, electrical, HVAC, and general maintenance services across residential and commercial properties. Field performance is central to BCM’s value proposition; leadership tracks first-time-fix rate, work-in-progress (WIP) aging, and invoice accuracy as critical KPIs.

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Location

Tampa, FL

Industry

Construction

Employees

200

SPAR by Numbers

1000

+

Completed Projects

15

Yrs

In the Industry

140

+

Metric 3

$100

m

Metric 3

1000

+

Completed Projects

20

+

Years in Business

6

+

Year Average Client Partnership

100

+

Technologies Supported

challenges

Lead-to-sale blind spots: Disjointed systems made it difficult for sales leadership to trace opportunities through to closed work orders.
Inconsistent estimating & billing: Manual estimation, scheduling, and invoicing workflows lacked auditability, driving re-work and billing disputes.
Disconnected case management: Complaints and warranty issues were tracked outside the work-order system, slowing time-to-resolution and inflating WIP backlog.
Limited field enablement: Technicians had no structured way to capture service details, build estimates, or upload job-site photos on mobile.

solutions

Salesforce Sales Cloud for structured lead, opportunity, and estimate management.
Avalara–Salesforce integration for tax-compliant, auto-generated PDF invoices.
Service Cloud with email-to-case for centralized customer support and work-order linkage.
Salesforce Field Service with automated work-order creation, skill- & territory-based scheduling, and dispatcher console intelligence.
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Field Service Mobile App tailored for guided forms, bulk photo capture, and on-device validations.

results

With Salesforce as its unified platform, Blue Chip Maintenance now runs a closed-loop service lifecycle: marketing-generated leads convert to tax-compliant invoices, support cases feed seamlessly into work orders, and field data flows back to inform continuous improvement. Dispatchers make faster, smarter assignments; technicians complete jobs with fewer repeat visits; finance bills accurately and on time. The result is a field-operations model built for scale—delivering higher first-time-fix performance, shorter cash-conversion cycles, and consistent customer experience as BCM expands.

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