How CDA Streamlined Field Service and Centralized Financial Workflows on Salesforce
“We needed something more configurable and industry-specific, and that’s what BiznusSoft delivered.” — Matt Garces, Director of Operations, CDA Systems
Overview
CDA Systems, a leading industrial equipment distributor and service provider based in California, serves a wide range of manufacturers by specializing in compressed air and vacuum systems. With technicians covering the entire West Coast, CDA needed a unified solution to manage field operations, reduce admin friction, and better integrate with its financial workflows.
As the company grew, CDA outpaced its legacy tools, which lacked the configurability and industry alignment it needed. That’s when they turned to BiznusSoft’s Salesforce-native Field Service platform to modernize and streamline operations.
The Challenge
CDA’s prior system was unable to handle the specialized workflows required for compressed air service and repair. Their field and office teams were often burdened by redundant processes, disconnected systems, and manual data entry. Key challenges included:
Service records, quotes, and invoicing were siloed across systems
Technicians had limited visibility into customer equipment history
Financial data required double entry into QuickBooks
The team lacked real-time access to service and billing information
CDA needed a flexible, industry-aware solution that would support field technicians, simplify billing, and set the foundation for long-term scalability.
The Solution
BiznusSoft partnered with CDA to implement a Salesforce-native field service management system tailored to their operational and financial needs. The solution prioritized ease of use, configurability, and phased rollout to support adoption at scale.
To improve comprehension and highlight value, here’s a breakdown of key capabilities BiznusSoft delivered:
Centralized Job Management: Service tickets, quotes, equipment history, and customer records are now unified in one platform.
One-Way QuickBooks Integration: CDA is currently utilizing a one-way integration from Field Service to QuickBooks. All transactions go into Field Service, and the only time data goes into QuickBooks is for invoicing and accounts receivable purposes.
Compressor-Specific Features: Custom equipment tabs and quote templates were designed to match CDA’s service model and business logic.
Collaborative Deployment & Support: CDA praised BiznusSoft’s ability to listen, adapt, and implement thoughtfully at each phase.
The Results
With BiznusSoft’s platform in place, CDA has significantly streamlined their field operations and financial workflows. The team now spends less time manually entering data, tracking invoices, or reconciling service records across platforms.
These benefits have already had an impact:
Faster, more accurate invoicing with fewer manual touchpoints
Significant reduction in reconciliation and approval time
Better visibility for field techs into customer history and job scope
System flexibility that supports CDA’s growth and business model
Conclusion
By consolidating their operations onto BiznusSoft’s Salesforce‑native Field Service solution, CDA Systems replaced fragmented tools with a unified, scalable platform. The result is streamlined workflows, faster billing, and a system built specifically for the compressor industry—backed by responsive, expert support.
Ready to streamline your field service and finance workflows on one platform?