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Built for Service Organizations That Run on Dispatch, Parts, and Precision

Schedule work faster. Move parts smarter. Bill accurately—every time.

When your field service operation includes trucks, technicians, depots, and time-sensitive logistics, disconnected systems create chaos: missed appointments, parts stockouts, unbilled work, and margin leakage. GoldFinch brings ERP + Accounting onto Salesforce so your field team, ops team, and finance team stay in sync—without integrations or data silos.

Built on Salesforce. Designed for logistics-driven service delivery.

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Trusted by Teams Who Need One System

Spreadsheets and Bolt-On Tools Can’t Keep Up

If you’re coordinating dispatch + on-site work + parts + billing, you’re managing a supply chain—just on wheels.

GoldFinch supports services like:

Equipment installation & commissioning

Repair & maintenance with truck rolls

Managed service programs with recurring schedules

On-site inspections & compliance services

White-glove delivery + setup + returns (reverse logistics)

And because you’re already on Salesforce, you can run Field Service for work orders, scheduling, and mobile execution—then let GoldFinch handle the operational and financial backbone behind every job.

What Inventory-Driven Service Teams Achieve with GoldFinch + Field Service

Dispatch and Execute Work with Confidence

Run work orders, service appointments, scheduling, and mobile execution in Salesforce Field Service. Real-time visibility helps teams reduce missed appointments, respond faster, and keep customers informed.

Keep Parts, Van Stock, and Depot Inventory in Sync

Track inventory across warehouses, truck stock, and job usage in one system. Technicians arrive with the right parts, improving first-time fix rates and eliminating last-minute scrambles.

Automate Purchasing and Replenishment

Connect service demand directly to purchasing using min/max levels, usage trends, or planned schedules. Parts arrive where they’re needed, when they’re needed—without excess inventory or emergency POs.

Capture Every Billable Minute, Part, and Fee

Labor, mileage, parts, and service fees flow automatically from field activity into billing and accounting. Invoices go out faster, with less revenue leakage and fewer disputes.

Understand Margin at the Level That Matters

Track profitability by customer, contract, crew, service line, or region. Clear visibility into margin supports better pricing, smarter staffing, and more predictable growth.

Close the Loop from Service to Accounting

GoldFinch Accounting runs natively on Salesforce, keeping AR, AP, GL, and reporting aligned with field execution. Month-end closes faster, and financials are always trusted.

What Sets GoldFinch Apart

One System from Dispatch to Dollars

The only Salesforce-native platform unifying Field Service Lightning, MRP supply planning, warehouse and van inventory, billing, and real-time financials—no integrations, no handoffs.

Built for First-Time Fix Reality

Accurate, real-time parts visibility ensures technicians arrive prepared, improving first-time fix rates and reducing repeat visits.

Service Execution and Finance in Lockstep

Labor, parts, mileage, and expenses flow automatically into billing and accounting—reducing disputes, accelerating invoicing, and protecting margin.

Supply Planning Driven by Demand

MRP ties purchasing and replenishment directly to service schedules, usage trends, and planned work—eliminating emergency POs and excess stock.

Inventory That Moves With the Work

Know exactly what’s available, where it is, and what it costs—across warehouses, depots, and trucks—before a technician ever rolls.

Configured for How Service Teams Actually Operate

Purpose-built for logistics-driven service workflows—not retrofitted manufacturing systems or generic PSA templates.

Built for Salesforce-First Field Service Teams

GoldFinch extends Salesforce Field Service Lightning with native inventory, supply planning, and financials—giving service teams one system to manage work from dispatch through billing.

Native with Salesforce Field Service Lightning

Embedded supply planning and MRP

Warehouse, depot, and van inventory tracking

Purchasing tied directly to service orders

Real-time AR balance, credit limits, and account health

Automated billing (monthly, per service order, or by service group)

Financial reporting by project, branch, customer, or service group

Download the ERP & Accounting Brochure

Learn how GoldFinch helps Salesforce-based service organizations streamline dispatch-to-cash and protect margin—without stitching together tools.

Download the Brochure

Ready to Streamline Your Field Service Operations?

See how GoldFinch + Salesforce Field Service can unify service delivery, inventory, purchasing, billing, and accounting—so your team runs faster and finance closes cleaner.

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