LOGISTICS
Connect the office, the field and the work in between.
Quotes, contracts, job details and delivery updates need to stay connected as work moves between teams. We help logistics and field-service businesses improve those handoffs through CRM, integrations, portals and custom applications.
Build around the handoffs your team manages.
A price changes. A quote becomes a job. A delivery needs an update. Make sure the next person has the right record and a clear task.
Relevant project experience.
Contracts & rates
We connected Salesforce contract and rate-management workflows to a pricing system, covering change requests, price-save tracking and document layouts.
Delivery records
For a distribution business, we developed driver-facing records, proof-of-delivery capture and an offline write queue. Our work covered these components; a full live dispatch rollout was outside the verified project scope.
Quotes & work orders
For a moving business, we developed a workflow connecting quotes to work orders.
Begin with the exception.
Choose a handoff that repeatedly needs a phone call or a spreadsheet. Trace what happens when a price changes, a connection drops or a delivery differs from the order. That is the first workflow to understand.
See the work in context.
Explore the requirement, delivered scope and connected systems in a relevant project.