Construction & Field Service
SoCal Seismic
A field-service rollout shaped by crews, jobs, and customer trust.
SoCal Seismic needed Salesforce to support estimate creation, inspection scheduling, field execution, QuickBooks handoffs, and practical team adoption.
Operating challenge
The business had construction workflows with many moving parts: inspection scheduling, crews, job photos, completion checklists, customer communication, accounting handoffs, and questions about which integrations should be native versus phased.
What Lodestone shaped
- Configured Salesforce around estimates, inspections, Field Service, and sales/job lifecycle steps.
- Scoped integration paths for QuickBooks, Dialpad, Slack, Geotab, CompanyCam, and follow-up automation.
- Supported user access, training, cutover, and pricing discussions so the rollout stayed aligned to operating reality.
Resulting direction
- Leadership gained a clearer phase plan instead of one large undifferentiated implementation ask.
- Field completion, photo capture, and customer follow-up needs were translated into Salesforce workflow options.
- The team had a practical training and go-live path for office staff, sales users, and inspectors.
Profile context
Seismic retrofit and foundation contractor
Specialty construction business focused on earthquake retrofit, foundation, and structural work.
Meet the people behind connected delivery.
Explore the leadership and specialist responsibilities that connect business priorities, architecture, and implementation.