Mobile Data Capture, Geofencing, and Automated Reporting—all on Salesforce

Overview

Bay State Textiles and PR Textile Recycling are industry leaders in post-consumer textile recycling, servicing nearly 200 municipalities across Massachusetts, Connecticut, and Puerto Rico. Their rapid growth exposed critical inefficiencies in their traditional, paper-based workflows—drivers relied on clipboards to capture collection data, which administrators then manually entered into spreadsheets. This cumbersome approach slowed reporting, reduced visibility, and increased the risk of errors and inventory discrepancies.

Seeking a scalable, efficient, and modern solution, Bay State and PR Textile turned to BiznusSoft’s Salesforce-native Field Service platform. By transitioning to a fully digital, mobile-first system with robust geofencing and automated reporting, they have revolutionized their operations and unlocked powerful new capabilities.

The Challenge

Before partnering with BiznusSoft, Bay State Textiles and PR Textile Recycling faced significant operational hurdles:

• Manual Data Entry: Drivers used clipboards to record collections and weights; office staff manually transcribed this data into spreadsheets, leading to delays and errors.

• Lack of Real-Time Visibility: There was no instant insight into truck and trailer inventory or collection progress, causing inventory discrepancies and poor operational control.

• Accountability Gaps: Without GPS tracking and geofencing, it was difficult to verify that drivers followed assigned routes and completed all stops accurately.

• Failed Custom Software: A previous attempt to build a custom system by a freelance developer was abandoned due to complexity, leaving processes partially manual and inefficient.

Solution Implemented

BiznusSoft delivered a tailored, Salesforce-native Field Service solution designed specifically for Bay State Textiles and PR Textile Recycling’s unique operational needs. Key features included:

• Mobile Data Capture: Drivers now use tablets or smartphones to log collection data in real time, eliminating paper forms and transcription errors.

• 360° Inventory Visibility: Real-time tracking of stock levels across trucks and trailers gives office teams immediate insight and control.

• Geofencing & Driver Accountability: Automated location checks ensure route compliance and boost operational transparency.

• Automated Collection Reporting: Custom-built reports calculate municipality rebates and highlight any collection discrepancies for rapid resolution.

• Seamless QuickBooks Integration: All field-collected data flows directly into QuickBooks, streamlining invoicing and financial reconciliation.

Results

Since implementing BiznusSoft Field Service, Bay State Textiles and PR Textile Recycling have realized transformative operational benefits:

• 100% Digital Workflows: Eliminated the need for clipboards and manual spreadsheet entries, saving time and reducing errors.

• Accurate, Real-Time Insights: Inventory and route data updates instantly, enabling proactive decision-making and inventory control.

• Enhanced Driver Accountability: Geofencing rules provide clear, enforceable compliance standards, improving operational discipline.

• Faster, Automated Reporting: Automated reports drastically reduce administrative overhead and accelerate rebate processing.

• Scalable Platform: The flexible, Salesforce-native solution grows with the business, with plans for adding more customized features in the future.

Conclusion

By partnering with BiznusSoft, Bay State Textiles and PR Textile Recycling transformed a fragmented, paper-heavy operation into a unified, scalable, and data-driven field service platform. This transformation has delivered unprecedented operational visibility, driver accountability, and financial transparency—all critical as they continue to expand their textile recycling footprint.

Ready to replace clipboards and spreadsheets with a real-time, mobile field service solution built on Salesforce?