Ignyto
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Financial services Healthcare & life sciences Manufacturing Energy, utilities & infrastructure Professional services High tech & SaaS
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London Manchester Dublin
Case studies
Bridge Heating Smart Mortgages Playr-Fit XCMG UK LEVC Elliot Leigh All case studies
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Manufacturing/Service & installed base

Salesforce for service, maintenance and the installed base.

Ignyto implements Salesforce Field Service, Service Cloud and Experience Cloud for manufacturers, facilities and equipment service businesses across the UK and Ireland — replacing dispatch spreadsheets and paper job sheets with a live schedule, an offline mobile app and maintenance visits generated from the contract. Picture maintenance visits that raise themselves from the contract, and engineers who arrive with the right part already on the van.

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Delivered for manufacturers and industrial groups.
CPQ
Configure, price and quote for complex catalogues — now delivered on Revenue Cloud.
ERP
SAP, NetSuite and Sage integrated to the order and the invoice.
Field Service
Works orders, engineers, assets and stock in one scheduling model.
01 — The problem

Dispatch runs on a whiteboard and the engineer has the only copy.

Service businesses lose money in predictable places: a schedule nobody outside the office can see, paper job sheets that arrive days later, planned maintenance that depends on somebody remembering, and an office that cannot answer a status question without ringing the engineer.

The installed base is the second loss. When nobody can see what a customer already owns, service revenue is reactive and upgrade conversations never happen.

This is Ignyto’s most repeated engagement. Bridge Heating, TSE Power, Origin Fitness and iSpy Group all moved dispatch off spreadsheets and whiteboards onto Field Service, with engineers updating jobs from the road.

02 — What Ignyto builds

Built for work that happens away from a desk.

01

Dispatcher console

A calendar and map view with drag-and-drop assignment, showing engineer capacity, utilisation and absence. TSE Power replaced dispatch spreadsheets with a responsive gantt on this basis.

02

Offline mobile app

Engineers updating appointments, capturing signatures and generating service documents on site, working offline and syncing when signal returns.

03

Contract-driven maintenance

Service and maintenance appointments created automatically from the frequency defined on the service contract, so planned work stops depending on memory. Delivered for Origin Fitness.

04

Assets and installed base

Every unit recorded against the customer with configuration, warranty and service history, so the next visit and the next quote both start from what they own.

05

Case to work order

Service Cloud handling the customer contact and Live Agent or web chat where it helps, with a clean handover into the work order. Built for Bridge Heating alongside a customer portal.

06

Scheduling optimisation

Routes and appointment windows arranged to cut travel time and raise the number of jobs completed per engineer per day.

Field Service →Service Cloud →Experience Cloud →Sales Cloud →Integration →Agentforce →
03 — Proof

Four field service implementations.

Bridge Heating logo

“From our first meeting with Ignyto to project delivery Ignyto have truly been part of our team. I am confident that Bridge Heating now has a system that matches our ambitious plans and that will grow with us.”

Heating & facilities · UK · Service Cloud, Field Service, Live Agent
TSE Power logo

“The Ignyto team were excellent — true experts. They guided us through the entire business transformation project, advised on best practices and vastly improved our sales and field service processes. As a result we were up and running in weeks.”

Standby power · UK · Sales Cloud, Field Service
iSpy Group logo

“Working with Ignyto was an excellent experience from start to finish. We truly appreciate the professionalism and collaboration throughout the process and would happily recommend your team to others.”

Food & beverage services · UK · Sales Cloud, Field Service, integration
04 — Common questions

Asked in every field service conversation.

What is the difference between Field Service and Service Cloud?

Service Cloud handles cases and customer contact. Field Service handles the work that requires attendance — work orders, scheduling, engineer capacity, parts and the mobile app. Most field-based businesses run both, and the handover between them is where the design effort belongs.

Does the mobile app work without signal?

Yes. It works offline and syncs when connectivity returns, which matters for engineers in plant rooms, basements and rural sites.

Can maintenance visits be created automatically?

Yes. Appointments are generated from the frequency on the service contract. Ignyto built this for Origin Fitness, alongside a dispatcher console showing capacity, utilisation and absences.

Will engineers actually use it?

They use it when it makes their day easier — the job, the history and the asset in one place, documents generated rather than written out, and no return to the office to file paperwork. Adoption is measured by team and retrained where it slips.

Can customers see and change their own appointments?

Yes, through an Experience Cloud portal. Bridge Heating have a customer portal alongside their Field Service implementation.

Related
Field Service →Manufacturing →Bridge Heating case study →Origin Fitness case study →
Next step

Book a 30-minute call with a Salesforce consultant.

No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.

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