Construction · field service · Salesforce
Carry the quote through to delivery.
For construction and field-service teams already using Salesforce: fix missed follow-ups, incomplete handoffs and reports your team cannot rely on. Start with one workflow.
Who this is for
An operating problem with an owner.
You have Salesforce, someone responsible for the workflow, and a specific point where work stalls. A sales manager chasing estimates, an operations lead receiving incomplete project details, or a service team reconciling separate spreadsheets is a useful starting point. We confirm platform fit, decision ownership and scope before recommending a build.
Defined engagements
Know what you are buying.
Workflow diagnostic
Indicative CAD $1,500
One workflow, one owner and a written plan. We map the handoffs, inspect the relevant Salesforce setup, identify the failure points and define a scoped implementation backlog.
Salesforce rescue sprint
From CAD $6,000
Repair a defined workflow in an existing org. Agree the acceptance checks first, build and test the change, verify it with the intended users, and leave a handover guide.
Quote-to-operations pilot
From CAD $12,000
Connect one sales-to-delivery journey: qualified enquiry, quote follow-up, won-work handoff and a useful operations report. One team and one agreed workflow keep the pilot measurable.
Care and team enablement
From CAD $2,500 per month
An agreed monthly change allowance, a prioritised backlog, operational checks and practical team training. Support hours and response targets are set in the engagement scope.
Indicative pricing, not a binding quote. Taxes, Salesforce licences and third-party subscriptions are additional where applicable. Final scope, timing, responsibilities and acceptance criteria are agreed in writing. Revenue increases and sales results are not guaranteed.
From first conversation to handover
A clear path through the engagement.
- Qualify: confirm the platform, problem, owner and urgency.
- Diagnose: map the workflow and agree how success will be checked.
- Deliver: build the agreed change and verify it with its actual users.
- Handover: document the workflow, train the team and agree the next step.