Bluechip Maintenance: Migrating from ServiceTitan to Salesforce to Unify Field Operations and Streamline Service Delivery

About the Company

Bluechip Maintenance (BCM) delivers routine and emergency plumbing, electrical, HVAC, and general maintenance services across residential and commercial properties. Field performance is central to BCM’s value proposition; leadership tracks first-time-fix rate, work-in-progress (WIP) aging, and invoice accuracy as critical KPIs.

Overview

Growth exposed the limits of BCM’s legacy platform, ServiceTitan. Sales and estimating were fragmented, complaints lived outside the work-order system, and dispatchers lacked visibility into technician skills or territory coverage. For a Chief Operating Officer focused on first-time-fix and truck-roll costs, these gaps translated into mounting WIP backlog and delayed revenue recognition. Technicians, meanwhile, struggled with a mobile app that couldn’t enforce estimate formats or handle bulk photo uploads—fueling quality issues and repeat visits.

Approach

SPAR Solutions delivered a two-track transformation that aligned office workflows with field execution while minimising disruption:

1. Sales & Service Foundation – Salesforce Sales Cloud replaced fragmented lead tracking with structured opportunity stages and predefined estimate templates. Integrated product and pricing data, coupled with Avalara-driven tax logic, produced audit-ready PDF invoices at the click of a button. Service Cloud layered on a single queue for all support channels; email-to-case now converts incoming messages directly into linked cases and work orders, giving service teams a real-time view of WIP.
   
   
2. Field Operations & Mobility – Salesforce Field Service became the scheduling engine. Territory maps and skill matrices ensure the right technician is dispatched, while automated work-order creation removes coordinator data entry. Dispatcher console policies optimise travel time and capacity planning. SPAR then re-engineered the Field Service Mobile App, enabling guided actions, standardised estimate forms, and bulk photo uploads that cut documentation time by more than half. Validation rules enforce business processes even in low-connectivity sites.
   
   

Throughout the project, SPAR prioritised usability and scalability—embedding automation and controls that support continued volume growth without additional administrative headcount.

Conclusion

With Salesforce as its unified platform, Bluechip Maintenance now runs a closed-loop service lifecycle: marketing-generated leads convert to tax-compliant invoices, support cases feed seamlessly into work orders, and field data flows back to inform continuous improvement. Dispatchers make faster, smarter assignments; technicians complete jobs with fewer repeat visits; finance bills accurately and on time. The result is a field-operations model built for scale—delivering higher first-time-fix performance, shorter cash-conversion cycles, and consistent customer experience as BCM expands.