Case Study · Energy & Oilfield Services · Texas
A Permian Basin field-services operator was running crews on paper. We put dispatch, assets, and invoicing on Field Service.
No real-time visibility into jobs or assets, and invoices that trailed the work by days. We deployed Salesforce Field Service with offline mobile and ERP integration in twelve weeks.
Industry
Energy & oilfield services
Platform
Field Service + Mobile + ERP integration
Timeline
12 weeks to production
Outcome
+35% first-time fix
The challenge
A Permian Basin oilfield-services operator
Dozens of crews serviced wellsite equipment across West Texas, and every job lived on paper. Dispatch happened by phone, asset history was a filing cabinet, and invoices were keyed by hand days after the work was finished.
Crews and jobs on paper
Work orders were printed, hand-annotated, and re-keyed. Dispatch had no live picture of who was where or what had been done.
No asset or warranty history
Equipment serviced in the field had no digital record, so recurring failures and warranty coverage were invisible.
Invoices trailed the work by days
Billing waited on paperwork coming back from the field, tying up cash and inviting disputes.
The architecture
A single system from dispatch board to invoice, that works with no signal
We put work orders, scheduling, and assets on Field Service, gave technicians a mobile app that works offline in the field, and wired it to the ERP so a completed job flows straight to billing.
Sources
Salesforce core
Dispatch & mobile
Automated dispatch, asset-driven work orders, and offline capture that syncs when crews get signal.
Outcomes
What we built
Field Service dispatch
A live dispatch board, crew scheduling, and asset-driven work orders replacing the phone-and-paper routine.
Offline mobile for crews
Technicians capture job data, photos, and signatures offline at the wellsite; everything syncs when they are back in range.
Asset & warranty tracking
Every serviced unit now carries a digital history, surfacing recurring failures and warranty coverage.
ERP & billing integration
A completed work order flows straight into the ERP, so invoicing happens in hours, not days.
How we delivered
12 weeks to production, start to finish
Discovery & audit
We mapped the process, data quality, and the single metric that mattered most.
Design & data model
Data model, security model, and an automation blueprint signed off before a line was built.
Build & migrate
Configured in a sandbox, wired to existing systems, with a careful, verified data migration.
Test & parallel run
User testing and a parallel run against the live system until the numbers held.
Launch & tune
Production launch, role-based training, and 30 days of monitoring and tuning.
The results
What changed for the business
| Metric | Before | After |
|---|---|---|
| First-time fix rate | Baseline | +35% |
| Time to invoice | Days | Same day |
| Jobs per crew / week | Baseline | +20% |
| Dispatch visibility | Phone & paper | Live board |
| Asset history | Filing cabinet | Digital 360 |
| Time to production | — | 12 weeks |
“For the first time, dispatch can see every crew and every job in real time, and the invoice goes out the same day.”
Operations Director · Permian Basin field-services operator
Running field crews in Texas on paper?
Book a free 30-minute scoping call. We will map dispatch, assets, and billing onto Field Service and hand you a plan scoped to a real payback, at no cost.
Client identifying details have been anonymized at the client's request. Metrics reflect the outcomes of a real engagement.