Customer data in Salesforce, technicians in the field
Drenchworks kept its sales leads and customer data in Salesforce, but its field technicians had no mobile-friendly way to see job details, update service records or capture field data in real time.
Extending the CRM, building the app
On the Salesforce side, we extended the CRM with custom Apex development for lead enrichment and industry-specific service workflows, built with SFDX and tested in scratch orgs. On the field side, we built a cross-platform React Native app for iOS and Android. A Node.js API layer connects the two, and TypeScript is used throughout for type safety.
On the job
Technicians see their assignments, job details and customer history in the app and update job status as they go. Paper-based workflows are gone, every field update syncs back to Salesforce automatically, and management sees operations in real time.