90% Faster Work Order Creation Using Schedulynk

Field Service and Residential Technology

90%

faster work order creation

20×

increase in daily operational throughput

2,800+

work orders processed since go-live

Background

e4 Control Systems is a home technology company delivering smart automation, security and entertainment solutions through on-site installation and service teams.
As e4’s project volume increased, its existing operational tooling could no longer support the pace or complexity of day-to-day field execution.
Region: Southern California
Business Model: On-site installation and service operations
Operational Scale: High-volume work orders and service appointments
Core Teams: Field Technicians, Project Managers, Operations & Admin Teams

Goals

  • Unify Field Operations: Replace fragmented tools with a single, real-time console for work order creation and dispatch.
  • Accelerate Throughput: Eliminate slow, manual creation processes that capped daily output at just 3–4 work orders.
  • Improve Visibility: Provide managers with real-time insight into technician availability and field progress.
  • Automate Communication: Ensure field teams and stakeholders receive consistent, timely updates on schedule changes.

Implementation

Infoglen implemented Schedulynk, a unified workforce management solution, to replace manual coordination with a single operational flow inside Salesforce:
  • Unified Lifecycle: Streamlined the process from quote approval to field execution, automatically linking work orders to the correct customer and project context.
  • Real-Time Scheduling Console: Replaced manual schedules with a visual calendar featuring drag-and-drop functionality and conflict checks to prevent double bookings.
  • Automated Communication: Built-in triggers for automated confirmation, update and cancellation notifications to keep field teams and managers perfectly aligned.
  • Focused Delivery: The solution was deployed in just 3 months by a specialized team of Salesforce experts without operational disruption.

Impact

90% faster work order creation

Measurable Outcomes

  • 90% faster work order creation
  • 20× increase in daily operational throughput
  • 2,800+ work orders processed since go-live
  • Daily work order capacity increased from 3–4 to 60–80 per day
  • Work order creation reduced from hours to minutes

Qualitative Outcomes

  • Field teams receive timely, accurate notifications
  • Regional managers spend less time coordinating manually
  • Custom UI dramatically improved adoption
  • Flexibility and scalability far surpass the previous system

Technology Stack

  • Salesforce Sales Cloud
  • Schedulynk
  • Apex Automations
GOALS - Centralize field operations

Goals

• Centralize field operations
• Scale work order throughput

• Eliminate manual data entry errors

Implementation

• Implemented Schedulynk native Salesforce console

• Created drag-and-drop scheduling UI

• Automated field team & manager notifications

• Developed custom LWC for rapid dispatching

Results

• 90% faster work order creation

• 20x increase in daily operational capacity

• 2,800+ work orders processed since go-live

Products Used

Salesforce Sales Cloud

Schedulynk

• Apex Automations

Ready to eliminate scheduling chaos?

Scale your field operations with Schedulynk, the native Salesforce solution for unified appointment management.