CASE STUDY
Enterprise Field Service → FieldAx Migration
Texas-Based Residential Water Treatment Company
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80
USERS
Successfully Migrated
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167%
ADOPTION
Increase (30% → 80%)
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$110K
SAVED
Annually
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77%
COST
Reduction
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The Situation
A Texas-based residential water treatment company serves thousands of homeowners across multiple regions. With 80 field personnel—including dispatchers coordinating service calls and technicians performing installations, maintenance, and repairs—efficient field operations are critical to customer satisfaction and business growth.
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🏢
Industry
Water Treatment
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📍
Location
Texas, USA
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👷
Field Team
80 Users
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⚙️
Previous System
Enterprise FSM
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The company had implemented an Enterprise Field Service Solution to manage their operations. However, the platform was creating more problems than it solved:
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🔧 Over-Engineered System
The platform required excessive configurations for relatively simple business workflows. What should have been straightforward processes became complicated multi-step procedures.
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📚 Steep Learning Curve
Dispatchers and technicians required extensive training sessions. Even after training, many struggled with daily tasks and avoided using the system altogether.
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📋 Missing Field Features
No out-of-the-box checklist functionality for technicians. No simple zipcode-based service territories. Transferring technicians between regions was a nightmare.
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📱 Unreliable Mobile App
The mobile app was slow and sync-prone. Technicians worried constantly about losing data. No support for standard flows or Aura components limited customization.
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| THE RESULT : Only 30% of users actually adopted the system. Data inconsistencies were rampant. Field operations were suffering. |
Before & After:
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BEFORE: Enterprise FSM
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AFTER: FieldAx
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| Challenges | Solutions |
| ✗Complex system requiring extensive training | ✓Intuitive interface with minimal training needed |
| ✗Too many configurations for simple workflows | ✓Out-of-the-box features matching business needs |
| ✗No field checklist functionality | ✓Checklist management based on job types |
| ✗No zipcode-based service territories | ✓Simple territory configuration by zipcode |
| ✗Difficult technician region transfers | ✓Region Planner to manage Technician Transfers |
| ✗Slow, unreliable mobile data sync | ✓Standard Salesforce app with seamless sync |
| ✗No support for standard flows/Aura | ✓Full flow customization capability |
| ✗Multi-step part consumption process | ✓One-click part consumption |
Key Features Implemented
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📋 Unified Technician Flow
Payment → Checklist → Service Report → Signature — all in one streamlined flow
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📱 Consistent Mobile Experience
Standard layouts matching web app — no confusion between platforms
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📅 Reusable Dispatch Components
Embedded in Order object for quick appointment booking by dispatchers
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🌐 Community Slot Booking
Retail sales executives can book appointments directly via community site
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Results
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30%→80%
USER ADOPTION
Technicians and dispatchers now actively use the system daily
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100%
DATA CONSISTENCY
All sync issues eliminated with reliable mobile app integration
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Cost Savings Breakdown
| Enterprise FSM | FieldAx | |
| Per User / Month | $150 | $35 |
| Monthly (80 users) | $12,000 | $2,800 |
| Annual Cost | $144,000 | $33,600 |
| ANNUAL SAVINGS |
$110,400
(77% reduction)
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|
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THE BOTTOM LINE
By migrating to FieldAx, this water treatment company saved $110,400 annually (77% cost reduction), achieved 167% increase in user adoption, and eliminated all data inconsistencies—proving that better results don’t have to cost more. |