Scaling Field Service Operations with Salesforce-Native Field Service Software
Company Overview: Leading Compressed Air Services Provider
Fluid-Aire Dynamics provides compressed air solutions across multiple regions. As the company grew, it faced operational challenges managing a growing workforce of technicians, multi-location inventory, and complex customer service workflows. To maintain efficiency while scaling, they turned to Salesforce-native field service software from BiznusSoft.
The Challenge: Manual Field Operations & Inventory Inaccuracy
Before BiznusSoft, Fluid-Aire Dynamics relied on paper-based systems for dispatch, scheduling, and inventory management. These manual processes caused inefficiencies, limited technician productivity, and slowed customer response times.
According to Kevin Taylor, General Manager:
“With BiznusSoft Field Services software our inventory accuracy went from 75% accuracy to 98% accuracy because of the power of the reporting.”
Other operational challenges included:
Physical service tickets handed out daily
Disconnected dispatch, scheduling, and inventory systems
Cumbersome field reporting and ticket reconciliation
Wasted technician time traveling to the office to pick up parts
These inefficiencies made scaling very difficult without a modern solution.
The Solution: BiznusSoft Salesforce-Native Field Service Platform
After evaluating seven platforms, Fluid-Aire Dynamics selected BiznusSoft Field Service software for its:
Salesforce-native architecture – seamless integration with Sales Cloud
Customizable workflows – including compressor-specific tabs and digital ticketing
Affordable feature development – tailored solutions aligned to business needs
Kevin Taylor shared:
“With the cloud-based BiznusSoft Field Services platform it makes acquisitions really easy. You can move from one system to another in a matter of days.”
Implementation highlights:
Replaced paper tickets with virtual ticketing and digital signature capture
Integrated dispatching, inventory management, technician tracking, and customer communication
Added compressor-specific UI enhancements for specialized workflows
Provided mobile tools for real-time updates and faster invoicing
Field technicians quickly adapted, boosting productivity and accountability across all service operations.
The Results: Improved Efficiency, Accuracy, and Scalability
Technician Growth – scaled from 5 → 45 technicians today, targeting 60 in the next year
Revenue Growth – $5M → $50M+ today, projected $100M by 2028
Employee Expansion – 15 → 135 employees
Geographic Expansion – from 1 location in Chicago to 5 cities (Chicago, Milwaukee, Minneapolis, Detroit, and Philadelphia)
Kevin Taylor noted:
“From going from paper to the cloud, it eliminated the need for technicians to come into the office every day, allowing the technicians to get higher billable hours.”
Operational Wins
Real-time reporting on customer assets – tracking repair and maintenance costs
Automated service agreement program – 600 active agreements, eliminating manual follow-ups
Gross margin tracking – live tracking of project profitability
Inventory accuracy – improved from 75% → 98% via cycle counts and unused parts tracking
Key Takeaways: How BiznusSoft Supports Field Service Growth
Field Service Insight | Business Impact |
Salesforce-native field service architecture | Seamless integration with Sales Cloud for growth |
Digital ticketing & technician scheduling | Eliminated paper processes, improved billable hours |
Parts shipped to job sites | Reduced delays from technician reassignments |
Automated service agreements (600+) | Streamlined renewals and client communication |
Real-time reporting & gross margin tracking | Faster, more accurate business decisions |
Inventory reporting | Accuracy improved from 75% → 98% |
Scalable cloud-based platform | Supported growth from $5M → $50M, targeting $100M across 10 locations by 2028 |
Customer Perspective
Kevin Taylor, General Manager of FluidAire Dynamics, summarized:
“With BiznusSoft Field Services software, the move from paper to the cloud made us more accurate, more efficient, and more scalable — it’s been a complete transformation.”
“With the cloud-based platform, acquisitions and new offices are simple — we can transition in days instead of months.”
Conclusion: Modern Field Service for Scalable Growth
Fluid-Aire Dynamics’ adoption of Salesforce-native field service management software has transformed operations from paper-heavy chaos, to a streamlined, scalable platform. The platform provides visibility, accuracy, and efficiency while supporting growth across technicians, locations, and revenue.
Ready to modernize your field service operations?