Salesforce development

For ops leads at companies whose own crews install, build or service what they sell

One system from quote to install to invoice.

We build and fix your Salesforce so every won job runs through it, from the quote to the plant to the crew’s phone to the invoice. You see where each job stands without walking the floor or calling the yard.

First FixC$495 · 5 business days

In 5 business days: that one thing fixed, a 3-minute recording of it working, and a list of what else we saw.

Get my 15-minute fix plan

You leave with the one Salesforce fix that gives your team the most time back, and exactly how to get it.

Know what you need? Get it fixed in 5 business days Salesforce Certified Platform Administrator on the team

Job J-241714 windows · Hillside Clinic, Kelowna

On schedule

QuoteSales14 OctDone
OrderAccounting15 OctDone
MakePlant3 NovDone
Book crewDispatch5 NovDone
InstallCrew 39 NovToday
InvoiceAccountingOn sign-offNext

Invoice goes out the day the install is signed off.

Example job, fictional data

Hardware maker, Vancouver

Results at SMT Research, a Vancouver hardware manufacturer with field crews. Named with consent.

6 to 1Systems a tech opens to start the dayBefore, as staff described it: 5 to 6 systems every morning. Now one page: the order, on their phone.

78%Of field crew working in the new phone tools14 of 18 field users, 2 Sep to 6 Nov 2026, counted in Salesforce.

28Hour entries per tech in the first month308 entries by 11 techs, counted in Salesforce, 30 days to 1 Sep 2026, after the fix.

Services: five steps, each with a fixed output

Start with 15 minutes. Stop after any step. Every step ends with something you hold.

Case study: SMT Research, step by step

A Vancouver hardware maker that installs with its own crews. What we did at each step, and what it produced.

Case studySMT ResearchVancouver hardware maker with its own install crews. First we audited how each of their 5 departments works. Then we moved quotes, orders, crews and invoices into one Salesforce.Read the case study

6 to 1systems a tech opens to start the day: now one page, on the phone

9xfaster from staff request to resolved: median 21 days down to 2.3

78%of field crew working in the new phone tools

8xmore team conversation on jobs inside Salesforce

Elliot from ShareCo with the SMT Research team in their Vancouver office — With the SMT Research team at their Vancouver office.

Integrations we built for SMT

Our audit of SMT’s 5 departments showed where work was stuck. We built these in Build Sprints, our 4-week builds at a fixed price.

Unleashed to SalesforceOrders, purchase orders and invoices since 2016 now sit in Salesforce. Stock history too.Every total checked against Unleashed, to the cent
Mavenlink to SalesforceProject contacts now sit in Salesforce.Contacts moved. Files and timesheets are planned.
QuickBooks and SalesforceInvoices and bills reach QuickBooks within 15 minutes of one click. Before, invoices went over by hand as a CSV.Counted in the sync log

Our serviceStep 2First FixOne thing your team works around, fixed.C$495 · 5 business days from access
What we did at SMT
A stop screen that says why when a job has no work order, and back-dating for missed days.
Before: The hours screen told crews "Successfully logged" and saved nothing.
The result
28Hour entries per tech in the first month308 entries by 11 techs, counted in Salesforce, 30 days to 1 Sep 2026, after the fix.Counted
Our serviceStep 3Operations Systems AuditEvery department mapped, problems ranked, top five priced.C$2,500 · 3 weeks
What we did at SMT
Five recorded department sessions and one process map across eight teams, then a ranked backlog.
Before: Five departments, each with its own tools and workarounds. Nobody had the whole picture.
The result
77Improvements found in 5 department sessionsFlagged on one process map across 8 department lanes.Counted
17Fixes ready to ship straight awayFrom 38 ranked backlog items; 37 checked against their live Salesforce.Counted
Our serviceStep 4Build SprintOne priced item live, tested, your floor trained.C$6,000 per sprint · 4 weeks per sprint
What we did at SMT
A crew scheduler and My Day screen in Salesforce, a QuickBooks sync, and inventory history moved over from Unleashed.
Before: Techs checked five to six systems every morning. Crews were booked in a shared sheet. Invoices went to QuickBooks by hand.
The result
6 to 1Systems a tech opens to start the dayBefore, as staff described it: 5 to 6 systems every morning. Now one page: the order, on their phone.Said by staff
78%Of field crew working in the new phone tools14 of 18 field users, 2 Sep to 6 Nov 2026, counted in Salesforce.Counted
15 minInvoices and bills reach QuickBooks within 15 minutes of one clickBefore: exported by hand as CSV. Counted in the sync log.Counted
Our serviceStep 5Monthly SupportFixes, answers, up to 3 items shipped a month.C$1,800 a month · Monthly, no contract
What we did at SMT
Week-to-week support with a request board and a change log, each change checked logged in as the person who uses it.
Before: Changes were tracked in Slack DMs. Requests piled up.
The result
9xFaster from staff request to resolvedMedian 21 days to 2.3 days, requests raised in August vs October 2026, counted on the request board.Counted
8xMore team conversation on jobs inside SalesforceComments on the task board, 6 to 49.5 a month, Jul to Aug vs Sep to Oct 2026.Counted
48Improvements shipped in a single weekFrom the change log, week to 26 Oct 2026. 41 of them checked logged in as the person who uses them.Counted

Read the SMT Research case study

What we measure for you

Counted inside your own Salesforce. The audit records where you start, each sprint names the number it moves, and Monthly Support reports them every month.

What you get back	How it is counted	At SMT	Moved by	Then expand to
QuoteHours from request to quote sentQuotes out the same day, while the customer is still deciding.	Time between the request logged and the quote PDF sent, per quote.	Before: 1 day to 1 week, starting in ExcelSaid by staff	First Fix Build Sprint	Price lists and options kept as data, so estimators stop rebuilding quotes.
QuoteQuotes followed up on timeEvery open quote gets its follow-up, without anyone remembering to.	Share of open quotes with a completed follow-up task by its due date.	Before: 60 to 70% of the timeSaid by staff	First Fix Build Sprint	A weekly win and loss view by product and region.
OrderQuotes that convert to an order on the first tryA won job becomes an order in one click, and says why when it cannot.	Share of conversions that succeed first time, with the failure reason logged.	After: Reason shown on every conversion; converter rebuiltCounted	First Fix	Deposits, holdback and intake tasks created with the order.
MaterialsSales entered twiceOne entry per sale. Stock and orders agree without re-keying.	Documents still created in the old inventory tool each month (target 0).	Before: Every sale entered twice; stock count "infinite"After: Real counts and a record of every stock changePartly counted, partly said by staff	Operations Systems Audit Build Sprint	Reorder tasks that raise themselves at the minimum.
ScheduleSystems a tech checks before leaving the yardThe day on one page, on the phone.	Count of apps and sheets a crew member opens to start the day (ask five techs).	Before: 6 systemsAfter: 1 page: the order, on the phoneSaid by staff	Build Sprint	Crew scheduler in Salesforce: crews, days, shifts, every booking tied to its order.
InstallField users working from their phonesCrews log hours and materials where the work happens.	Field users with a mobile sign-in in the last 30 days, out of all field users.	After: 78% use the phone tools (14 of 18), Sep to Nov 2026Counted	Build Sprint	Photos and sign-off on the job, so the invoice can go the same day.
InstallHours logged on the dayHours you can bill and pay from, without chasing anyone.	Share of hour entries made on the day the work happened.	After: 28 entries per tech in the first month (308 by 11 techs)Counted	First Fix Monthly Support	Payroll hours that report themselves.
InvoiceDays from install complete to invoice sentFinished work billed the same week, not when someone gets to it.	Days between the install marked complete and the invoice created in QuickBooks.	Before: Invoices exported to QuickBooks by hand as CSVAfter: Reach QuickBooks within 15 minutes of one clickCounted	Build Sprint	Progress claims, deposits and holdback on the invoice.
InvoiceHours spent gathering payroll hoursAn afternoon back every pay period.	Staff time per pay period to compile hours for payroll.	Before: About 4 hours per pay periodAfter: Hours report emails itselfPartly counted, partly said by staff	First Fix Build Sprint	Hours sent straight to the payroll tool.
See it allImprovements shippedYour team asks once and sees it working the same week.	Changes shipped and checked as the person who uses them, per month.	After: 48 in a single weekCounted	Monthly Support	Up to 3 backlog items shipped every month.
See it allData checks on targetNumbers leadership can trust, each problem with an owner.	Automated data checks passing, out of all checks.	Before: 4 of 62 on targetAfter: 100 checks, each with an ownerCounted	Operations Systems Audit Monthly Support	A board of quoted, booked, installed and not yet invoiced work.

Sound familiar?

Each of these has a fixed price and a fixed time. Here is what you get back.

Crew schedule in a spreadsheet
One schedule in Salesforce that every crew sees on their phone. Hours go in from the job, split into billable and non-billable, so every billable hour gets billed. Order projections come from the same data, so you can plan the months ahead.
Build Sprint · C$6,000 per sprint
Your guys check five apps before they leave the yard
One page per tech to start the day. At SMT Research: 6 systems down to 1.
Build Sprint · C$6,000 per sprint
Quotes retyped into QuickBooks
A won job is entered once, and the invoice goes out the day the install is signed off.
First Fix · C$495
Your Salesforce person left
Someone keeps Salesforce running and answers your team, without you hiring.
Monthly Support · C$1,800 a month
You can’t see where the time goes
Every department mapped and every problem ranked by what it gives back, in 3 weeks.
Operations Systems Audit · C$2,500
The app says "saved" and it didn’t
Hours and orders that save every time, and a crew that trusts the system again.
First Fix · C$495

The line every job runs along

Eight steps from the quote to the board your leadership reads. The audit maps all eight for you. A sprint builds one or two.

1
Quote
Sales, estimating
Quotes out the same day, with follow-ups that set themselves.
2
Order
Sales, accounting
A won quote becomes an order in one click, deposit and holdback included.
3
Materials
Production, warehouse, purchasing
Real stock counts, entered once, with reorders that raise themselves.
4
Schedule
Operations, dispatch
One crew schedule, every booking tied to its order, on every phone.
5
Install
Field crews, site leads
The day’s jobs on one phone screen. Hours and photos logged on site.
6
Invoice
Accounting
Invoices reach QuickBooks the day the install is signed off.
7
After the install
Service, sales
Service calls on the original order, and the next project followed up.
8
See it all
Owner, leadership
One board of what is quoted, booked, installed and ready to invoice.

Four paid steps. Each one counts toward the next.

Fixed prices, before GST. Start the next step within 30 days and what you paid comes off it.

Your first three steps, with credits

Step	List	Credit	Your price
First Fix	C$495		C$495
Operations Systems Audit	C$2,500	− C$495	C$2,005
Build Sprint, first sprint	C$6,000	− C$2,500	C$3,500
Total for a fix, an audit and your first sprint			C$6,000

The same as one sprint on its own. After that, Monthly Support keeps it running and answers your team, month to month, if you want it.

How billing works

Under C$2,000: billed upfront.
C$2,000 and over: half to start, half at handoff.
First Fix: it works, or you get your C$495 back.
Monthly Support: month to month, 30 days notice.

. : . + . : * . : . + . # . : . + . : * . : . + . : . * . : . + . # . : .
 : . + . : * . : . + . # . : . + . : * . : . + . : . * . : . + . # . : ..
: . + . : * . : . + . # . : . + . : * . : . + . : . * . : . + . # . : .. 
 . + . : * . : . + . # . : . + . : * . : . + . : . * . : . + . # . : .. :
. + . : * . : . + . # . : . + . : * . : . + . : . * . : . + . # . : .. : 
 + . : * . : . + . # . : . + . : * . : . + . : . * . : . + . # . : .. : .
+ . : * . : . + . # . : . + . : * . : . + . : . * . : . + . # . : .. : . 
. : . + . : * . : . + . # . : . + . : * . : . + . : . * . : . + . # . : .
 : . + . : * . : . + . # . : . + . : * . : . + . : . * . : . + . # . : ..
: . + . : * . : . + . # . : . + . : * . : . + . : . * . : . + . # . : .. 
 . + . : * . : . + . # . : . + . : * . : . + . : . * . : . + . # . : .. :
. + . : * . : . + . # . : . + . : * . : . + . : . * . : . + . # . : .. : 
 + . : * . : . + . # . : . + . : * . : . + . : . * . : . + . # . : .. : .
+ . : * . : . + . # . : . + . : * . : . + . : . * . : . + . # . : .. : .

Show us the one thing your team works around.

15 minutes, on us, and you leave with a plan. You see your own Salesforce, live, and get the fix that gives your team the most time back, written down and yours to keep.

Get my 15-minute fix plan Know what you need? Get it fixed in 5 business days

One system from quote to install to invoice.

Services: five steps, each with a fixed output

Case study: SMT Research, step by step

Integrations we built for SMT

What we measure for you

Sound familiar?

Crew schedule in a spreadsheet

Your guys check five apps before they leave the yard

Quotes retyped into QuickBooks

Your Salesforce person left

You can’t see where the time goes

The app says "saved" and it didn’t

The line every job runs along

Quote

Order

Materials

Schedule

Install

Invoice

After the install

See it all

Four paid steps. Each one counts toward the next.

Your first three steps, with credits

How billing works

Show us the one thing your team works around.