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Bridge Heating Smart Mortgages Playr-Fit XCMG UK LEVC Elliot LeighAll 80 case studies → All case studies
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Services/Field Service
Salesforce Field Service

Salesforce Field Service for engineer-led operations.

Ignyto delivers Salesforce Field Service for heating, utilities, manufacturing and equipment-service businesses across the UK and Ireland — scheduling policies, skills-based dispatch, mobile flows, inventory and certification, integrated to the ERP behind them. Picture a first-time fix rate you are happy to publish, engineers who never phone the office for an address, and an invoice that goes out the day the job closes.

Book a discovery call What we build
Field Service delivered by a Summit partner.
1,000+
Salesforce projects delivered since 2016, across every cloud in the platform.
115
Salesforce certifications held in-house by a delivery team of 35+.
4.9
Average client CSAT, scored across every project rather than a selected sample.
01 — What we build

What a Field Service build includes.

Work orders and entitlements

Work order types, SLA entitlements and milestones that match the contracts you have signed with your customers.

Scheduling and dispatch

Scheduling policies, work rules, travel time and street-level routing, with skills and certifications respected automatically.

Mobile app

Guided flows for engineers on site — health and safety checks, asset readings, parts used and signature capture, offline included.

Assets and inventory

Asset hierarchies, service history, van stock and consumption, so the second visit is not caused by the wrong part.

Certificates and documents

Automated certificate and service-report generation, issued from the record rather than typed up back at the office.

Portals for customers

Experience Cloud access for customers or housing authorities to raise jobs and see status without phoning the office.

02 — The shape of it

The dispatch board, once the rules do the work.

Skills, certifications, travel time and SLA drive the schedule. The board is an output of the policy rather than a whiteboard someone maintains.

Engineer
08:00
10:30
13:00
15:30
Gas · Level 3
Boiler service
Annual cert
Travel
Emergency
Multi-skilled
Void property
Travel
Smoke alarm
Smoke alarm
Apprentice
Shadowing
Shadowing
Stock run
—
Scheduled by policy
Emergency inserted, SLA protected
Travel and non-billable time, visible
03 — Return on investment

What it should return.

Field service returns are the clearest in the platform: jobs per engineer per day, first-time fix rate, travel time and paperwork hours. Ignyto records them before the build and reviews them after.

01

More jobs, same engineers

Better scheduling and routing raises daily job capacity without adding vans or hires.

02

First-time fix

Skills, assets and parts data on the work order reduce repeat visits, the most expensive failure in field service.

03

Paperwork removed

Certificates, reports and timesheets generated from the job record instead of re-entered by hand.

Proof

What clients said afterwards.

All 80 case studies →
Expert Access Solutions logo

“A significant step forward in connecting our sales, service and field operations.”

Expert Access Solutions · Facilities management · Sales Cloud, Service Cloud, Field Service, MuleSoft
Read the case study →
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.”

Bridge Heating · Social housing · Field Service, Experience Cloud
Read the case study →
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.”

TSE Power · Energy · Sales & Field Service
Read the 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.

Book a discovery call See client results
04 — Common questions

Asked before every engagement.

What does Salesforce Field Service do?

Salesforce Field Service manages work orders, scheduling, dispatch, engineer mobile workflows, assets and inventory for field-based operations. Ignyto implements it for heating, utilities, manufacturing and equipment-service businesses across the UK and Ireland.

Does the engineer mobile app work offline?

Yes. Salesforce Field Service mobile works offline and syncs when connectivity returns, which matters for plant rooms, basements and rural sites.

Can Field Service generate certificates and service reports?

Yes. Ignyto builds automated certificate and service-report generation from the work order record, including gas safety and smoke alarm documentation for social housing clients.

AI readiness

Are you ready to put AI on top of your field operation?

Scheduling and asset history are strong AI candidates, but only once the installed base data is accurate enough to trust. Ignyto runs a fixed-scope AI readiness assessment that establishes what an agent could truthfully answer from your Salesforce today, shortlists the use cases worth doing, sets the guardrails, and hands you a costed plan. Fixed scope, no obligation to build with us.

The AI readiness assessment Agentforce and AI

Dispatching from a whiteboard?

Tell us how many engineers you run and how jobs reach them today. We will scope Field Service against the capacity you would gain.

Book a discovery call Or read about ongoing support →
05 — Read next

Field Service, in depth.

Field Service implementation strategy →

Scheduling, assets and mobile working, in the right order.

Field service management in the UK →

Optimising engineer-led operations against real constraints.

The cost-saving features of Field Service →

Where the savings genuinely come from.

What is Salesforce Field Service? →

The capability set, and how to get teams using it.

iSpy Group →

Multi-asset servicing across coolers, coffee and vending.

Bridge Heating →

A complex field operation, built to grow with them.

TSE Power →

Sales and field service processes rebuilt together.

Salesforce managed services →

Keeping what we build working, and improving, afterwards.