Generating Invoices With Just One Click

As USG grew, they encountered a number of new challenges: invoicing was late, teams were operating in silos, tasks weren’t being reported properly, and they were using multiple point solutions to manage key areas. They wanted a Salesforce consultant in Brampton that could deliver a scalable platform that brought information together and allowed it to be shared in a collaborative environment.

The client asked Nubik to upgrade their existing Salesforce platform and make it more suitable for the professional services industry by integrating Field Service and FinancialForce ERP Cloud. Since they were in the middle of a business transformation, working with a Salesforce consultant allowed both sides of this Ontario company to remain flexible and fluid throughout the overhaul.

After revamping their Salesforce platform to better suit the needs of the commercial cleaning industry, the client used FinancialForce Supply Chain Management (SCM) to support business operations in making informed decisions about inventory and managing their procurement process. Salesforce Field Service gave teams the tools they needed to manage work orders, scheduling, diagnostics, repairs, and to maintain oversight of their mobile workforce through the convenience of a phone app. Invoices can now be generated with a single click with a modern, automated ERP.

With almost 40 years of experience as a national industry leader, United Services Group offers a combination of services to retail and commercial industries such as janitorial cleaning, day porters, and parking and grounds maintenance.