Salesforce for Commercial Business Services
Modernize Field Service & Project Operations
Fortimize brings together crews, jobs, customers, and revenue workflows into one system, synchronizing field operations with customer service and financial performance.
Commercial Clients Leveraging Salesforce
"By having one place to manage bids, jobs, and customer communication, our crews move faster, and clients feel more connected."
Commercial Lead
Regional Pest Control Company
Here to answer your questions.
We’re here to answer your questions — wherever you are in your CRM journey.
Run Real-Time Field Operations
- Schedule technicians, crews, and equipment in real time
- Optimize routing, dispatch, and job assignments
- Track job status, delays, and field updates live
- Enable mobile workflows for crews and field teams
- Connect dispatch activity to project and customer data
Track Jobs from Bid to Completion
- Centralize jobs, projects, and work orders
- Track timelines, milestones, and job progress
- Monitor job costs, utilization, and performance
- Surface risks, delays, and scope changes early
- Connect project activity to revenue and forecasting
Keep Client & Contractors Aligned
- Manage client communication, approvals, and updates
- Coordinate subcontractors, vendors, and field teams
- Deliver client and partner self-service portals
- Track contracts, SLAs, and service agreements
- Maintain full job and customer interaction history
Revenue & Project Performance
- Track pipeline, bids, and deal progression
- Generate quotes with CPQ and automated workflows
- Forecast revenue across projects and service lines
- Monitor resource utilization and margin performance
- Align sales, operations, and finance data
Standardize Issue Resolution
- Track service issues, warranties, and callbacks
- Manage punch lists, escalations, and follow-ups
- Automate issue routing and resolution workflows
- Track contracts, SLAs, and service agreements
- Connect service outcomes to customer and job history
