The ERP Behind Salesforce Field Service
Stock every van, source every part, and invoice every completed job, on the same Salesforce records your dispatchers and technicians already use.
Salesforce Field Service schedules the work. GoldFinch runs everything behind it: parts inventory, technician vehicle stock, depot repair, rentals, service contracts, and accounting. One org, one set of records, from customer request to posted invoice.
THE PROBLEM
Dispatch in one system. Parts in another. Billing in a third.
Most field service teams stitch their operation together from tools that don’t share records. The result shows up every week:
Parts that vanish
Technicians use stock that never reaches the inventory ledger.
Vans that run short
Common parts run out mid-route, so a one-visit fix becomes two.
Jobs that sit unbilled
Completed work waits days for someone to re-key it into an invoice.
Hidden warranty costs
Covered repairs go unrecorded, so recurring product failures go unnoticed.
GoldFinch closes those gaps by keeping service activity, inventory, and financial transactions on the same Salesforce records.
WHO IT’S FOR
Built for every way you deliver service.
GoldFinch supports equipment dealers, distributors, rental companies, and field service organizations, including businesses that run several of these models at once. Choose yours to see what GoldFinch does for it.
ON-SITE SERVICE
Installation, maintenance, and repair by mobile technicians.
Technician Vehicle Inventory
Treat every van like a warehouse, and replenish one van or the whole fleet in a single process.
Parts Requests & Procurement
Requests flow from the FSL work order to purchasing, and every PO stays linked to the original request.
DEPOT REPAIR
Receive customer equipment, service it, and ship it back.
Depot Repair
Follow each repair from intake to invoice, with its full history kept.
EQUIPMENT RENTAL
Deliver, pick up, and bill rental units on a recurring schedule.
Equipment Rental
Know where every rental unit is, and bill rentals in bulk each month.
SERVICE CONTRACTS
Maintenance agreements billed monthly, quarterly, or annually.
Service Contracts & Recurring Billing
Bill maintenance agreements on any schedule, with alerts before renewals.
PARTS & EQUIPMENT SALES
Sell parts and serial-tracked equipment, with warranty support from day one.
Serial Number Traceability
Follow each unit from purchase receipt through sale, service, and return.
Warranty & Billable Service
Record work as warranty, billable, goodwill, or split, and see the true cost of warranty service.
HOW IT WORKS
FSL runs the job. GoldFinch runs the business behind it.
Keep using Salesforce Field Service for work orders, scheduling, and mobile execution. GoldFinch stays the system of record for inventory, costing, and invoicing, and keeps FSL’s parts data current.
- 1StockWarehouses and van bins sync to FSL, so dispatchers see real parts availability.
- 2DispatchFSL schedules the technician, and missing parts are requested right on the work order.
- 3CompleteThe technician finishes the job, and parts used are tied to that work order.
- 4InvoiceOne click creates the invoice. Posting it bills the customer and relieves the parts from the van.
Example: one job, from completed to invoiced
Work order #5821 | Completed
REPORTING AND AI
See what needs attention before it costs you.
Service, inventory, and financial data live together in Salesforce, so each role gets dashboards built on live records.
Flags the items that need attention, explains why they matter, and guides users to the next step, while respecting your Salesforce permissions and review processes.
“GoldFinch saved our project.”
“We decided to move all of our ERP and accounting onto Salesforce, replacing Microsoft Great Plains, which couldn’t match what the Salesforce platform offered. When we hit inventory and the integration with Salesforce Field Service, GoldFinch was the answer. Without it, we wouldn’t be live today. The GoldFinch team’s communication, training, and support through the entire implementation were superb.”
WHY GOLDFINCH
Why field service teams choose GoldFinch.
COMMON QUESTIONS
Frequently asked questions.
From service call to posted invoice, on one platform.
See how GoldFinch and Salesforce Field Service keep your vans stocked, your repairs traced, and your completed work billed without re-entry.
We will show you how GoldFinch:
- Keeps every van stocked against min/max levels
- Turns parts requests into linked purchase orders
- Invoices completed work orders in one click
- Runs depot repair, rentals, and service contracts
- Traces every unit from sale through service