360° Account Management, Real-Time Inventory, and Mobile Dispatch for Metering Services
Overview
Metercor, Inc. is a fast-growing Canadian provider of advanced metering services. Facing fragmented data, complex processes, and limited operational visibility, Metercor partnered with BiznusSoft to implement a fully customizable, affordable Salesforce-native field service management platform. This solution unified their workflows and empowered their teams with real-time insights and mobile capabilities.
The Challenge
Before BiznusSoft, Metercor struggled with several operational inefficiencies:
Disparate Systems: Customer contacts, contracts, work orders, installed products, warranties, and documents existed across multiple platforms, complicating account management.
Poor Inventory Visibility: Limited insight into stock levels and asset locations from warehouse to truck led to inventory challenges.
Inefficient Dispatch: Manual scheduling caused technician underutilization and slower response times.
Lack of Customer Feedback Tools: No easy way to capture client surveys or evaluate service quality in the field.
“I can’t say enough good things about BiznusSoft and being able to work with us and get us started. We looked at other systems that required huge upfront costs and still needed extensive customization. BiznusSoft was ready to go.” — Clint Hoffman, Project Manager, Metercor Inc.
Solution Implemented
BiznusSoft delivered a tailored field service and inventory management platform built on Salesforce, including:
360° Account View: Centralized all contacts, contracts, quotes, work orders, installed products, warranties, and related documents in a single, integrated platform.
Real-Time Inventory Management: Provided end-to-end visibility of assets from warehouse through to trucks, ensuring parts availability and reducing stockouts.
Drag-and-Drop Dispatch Management: Enabled scheduling of technicians based on geography, availability, and skillset using an intuitive visual interface.
Custom Survey & Feedback Forms: Embedded client surveys to capture real-time feedback and drive continuous service improvements.
Mobile Field Service App: Allowed technicians to view and update service orders, enter expenses, and capture digital signatures from any device, anywhere.
Results
Metercor’s new Salesforce-native platform delivered significant operational improvements:
Unified Operations: All customer and service data now live within one configurable system.
Improved Efficiency: Real-time inventory tracking and streamlined dispatch reduced delays and boosted technician utilization.
Enhanced Customer Insights: Custom surveys provided actionable feedback, increasing customer satisfaction.
Scalable and Affordable: Rapid deployment with minimal customization costs supports ongoing growth.
Conclusion
By partnering with BiznusSoft, Metercor transformed fragmented, manual workflows into a single source of truth—dramatically improving operational visibility, efficiency, and customer experience. This scalable, customizable field service platform continues to evolve with Metercor’s business, empowering them to deliver revolutionary metering solutions.
Discover how BiznusSoft can unify your field operations and inventory management on Salesforce.