Salesforce‑Native Dispatch, QuickBooks Integration, and Custom Tax Rules for Agricultural Services

Overview

Mountain View is a provider of agricultural, irrigation, water treatment, and electrical services in Western Canada. As their business expanded, they needed a field service management platform that could streamline dispatch, improve mobile access, and fix billing challenges caused by inaccurate tax calculations.

After evaluating more than 10 vendors over a nine-month period, Mountain View selected BiznusSoft Field Service to modernize their operations.

Challenges

Before implementing BiznusSoft, Mountain View faced a number of operational roadblocks:

• Inaccurate Tax Calculation: Manual processes were leading to administrative burden, human error, and lower productivity. Tax rules needed to vary by project and region.

• Limited Mobile Access: Their previous field service solution only worked on tablets and was not user intuitive for technicians in the field.

• Scheduling Inefficiencies: Technicians lacked digital access to work orders, making it harder to coordinate and execute field jobs efficiently.

• Integration Needs: They required a system that integrated with QuickBooks for invoicing and accounts receivable.

Solution

BiznusSoft delivered a Salesforce-native field service solution tailored to Mountain View’s unique requirements. Their team now benefits from:

• Automated Tax Calculations: Custom tax rules automate how taxes are applied by location and service type, minimizing human error and eliminating the need for manual adjustments.

• QuickBooks Integration: The one-way sync from Field Service to QuickBooks ensures that invoicing and accounts receivable data is accurate and up to date.

• Cross-Platform Mobile Field App: Technicians receive dispatch notifications and access work orders directly from their mobile devices (iOS and Android), even when they’re on the road.

• Real-Time Dispatch Console: Schedulers use a drag‑and‑drop interface to assign work orders, with updates and notifications delivered through the Salesforce mobile app.

• Customizable Workflows: Mountain View continues to customize the system to digitize paperwork and increase operational visibility across departments.

Results

Since deploying BiznusSoft Field Service, Mountain View has experienced measurable improvements:

• Reduced Human Error: Automated tax processes have eliminated many of the billing mistakes caused by manual input.

• Faster Dispatching: Technicians are scheduled more efficiently, with real-time notifications improving job turnaround.

• Greater Visibility: Managers now have real-time insight into work order progress, billing status, and technician location.

• Improved Technician Adoption: The intuitive mobile app is easier for field staff to use, improving data accuracy and field engagement.

• Scalable Growth: Mountain View can now expand their services and geography without outgrowing their field service system.

Conclusion

By switching to BiznusSoft’s customizable field service software, Mountain View has reduced errors, boosted mobile productivity, and gained a scalable solution built to grow with their business. With seamless QuickBooks integration and Salesforce-native tools, they now operate with greater accuracy, efficiency, and confidence.

Ready to automate tax calculations and digitize your field operations?