ProQuest creates connected Salesforce platforms for home services businesses that integrate every aspect of your operations. From initial field service implementation through telesales automation, inventory management, and customer communications, our home services solutions scale alongside your business growth. Trusted by home services operators including Smart Energy.
ProQuest has been Smart Energy's Salesforce implementation partner since 2018. What started as a Field Service rollout for solar installation coordination has grown into a platform that runs scheduling, telesales, customer communication, stock management and ongoing operations across 130 staff and seven offices.
Every implementation is built to scale alongside the business not to a fixed scope that becomes a constraint as things grow.
The results speak for themselves: Smart Energy achieved 400% productivity improvement in year one and a 40% reduction in sale to installation time with every function of the business connected in Salesforce.
The Challenges Facing Home Services Teams Right Now
Customer expectations
Customers expect fast, reliable service and real-time updates on job status. The gap between what customers expect and what teams can realistically deliver keeps widening.
Field team coordination
Multi-location coordination becomes exponentially complex. Job tracking requires systematic approach to maintain service quality.
Service quality and compliance
Licensing requirements vary by location and trade speciality, creating compliance complexity. Customer satisfaction directly impacts referral generation and business growth in competitive markets.
Where Salesforce Delivers Value in Home Services
Job scheduling and dispatch
Salesforce for Home Services is already handling this for ProQuest clients. The system optimises job assignments, manages technician availability and coordinates customer communications without manual effort. Smart Energy achieved comprehensive operational integration using Salesforce built by ProQuest.
Customers receive real-time updates on technician arrival times and job progress, all within Salesforce. Everything remains transparent and keeps customers informed throughout the service.
Service history and follow-up
Complete service records are instantly available, enabling technicians to understand previous work and follow-up needs. This keeps response times fast and ensures consistent service quality.
Technician preparation
Before every job, technicians receive relevant customer history, previous service notes and required materials automatically. Technicians arrive prepared rather than spending time chasing information across systems.
Smart Energy: Home Services Salesforce Success
Smart Energy's journey with Salesforce for Home Services began in 2018 with a Field Service implementation and has grown into a platform that touches every part of the business: scheduling, telesales, customer communication, stock management and ongoing operations.
ProQuest has been there throughout, delivering each enhancement as the business needed it.
The results : ✓ 400% productivity improvement in year one ✓ 40% reduction in sale-to-installation time ✓ Every function of the business connected in Salesforce ✓ Ongoing platform growth as Smart Energy continues to expand
"I couldn't recommend ProQuest more for Salesforce implementation. The sky's the limit — doesn't seem we're held back with anything now!" Jasper Boyschau, COO, Smart Energy Group
Home services teams operate across multiple job sites, customer locations and service types with operational complexity that demands real-time visibility and coordination. Salesforce for Home Services implementations with ProQuest are designed with field team coordination, customer communication and service quality built in from the start.
Every deployment is structured to support:
Efficient job scheduling across technicians, locations and customer availability
Salesforce for Home Services operates within a unified system for scheduling, dispatch and customer communication. There is no separate system to manage or coordinate.
Complete service records, so every job, customer interaction and service outcome is documented and accessible
Real-time customer updates, keeping customers informed and reducing follow-up calls
Technician productivity, with all necessary information available before arrival to maximise efficiency
What Engagement Typically Looks Like
Organisations engage ProQuest to:
✔ Validate which Salesforce use cases will deliver value fastest in their home services environment
✔ Understand how Salesforce fits within their existing Salesforce architecture and data
✔ Design governance, escalation paths and controls from day one
✔ Roll out Salesforce for Home Services in phases that build confidence and adoption
✔ Avoid rework by learning from real-world home services implementations
This is not about experimentation for its own sake. It is about building capability that works inside a fast-paced, customer-focused environment and scales responsibly from there.
Ready to see what ProQuest can do with Salesforce for your team?
ProQuest has been Smart Energy's Salesforce partner since 2018, supporting their growth from startup to 20,000+ customers. Whether you're a home services startup or established operator, we start with understanding your specific operational challenges and growth trajectory.
Is Salesforce for Home Services suitable for managing field teams and customer communication?
Yes. Salesforce for Home Services is purpose-built for field service operations, with integrated scheduling, dispatch, customer communication and service tracking. Job assignments are traceable, technician productivity is optimised and customers stay informed. ProQuest designs every home services implementation with field team coordination and customer satisfaction built in from the start.
Do we need to have our Salesforce data in perfect shape before starting?
No. Most organisations do not start with perfect data, and that is expected. A key part of early implementation work is identifying which use cases can safely deliver value with your current data, and where quality improvements will unlock further gains over time. Implementations are designed to work with reality, not idealised assumptions.
How quickly can we expect to see results?
Will Salesforce for Home Services replace our technicians or customer-facing staff?
Can Salesforce for Home Services work across multiple Salesforce clouds, such as Field Service Cloud and Service Cloud?
What makes ProQuest different from other Salesforce for Home Services partners?
Value is often demonstrated within weeks when starting with focused, high-impact use cases. The typical approach is to validate a use case, prove value in a controlled scope, then expand as confidence grows. Smart Energy achieved substantial productivity improvements and meaningful reductions in sale-to-installation time with integrated business functions in Salesforce. This was achieved without lengthy or disruptive implementation.
No. Salesforce for Home Services handles the routine, time-consuming tasks that pull technicians away from customer work. The goal is to give your team more time for quality service delivery and customer relationships, not to remove them from the equation. The home services companies achieving the best results are using the platform to make their people more effective, not fewer.
Yes. Salesforce for Home Services is built into the Salesforce platform, which means it works across Field Service Cloud, Service Cloud, Sales Cloud and other products in your existing environment. ProQuest has experience deploying Salesforce for Home Services across complex, multi-cloud Salesforce setups and can advise on the right architecture for your team.
ProQuest was the first organisation in ANZ to sign an Salesforce Field Service deal, which means deeper implementation experience in home services than any other partner in the region. The team has delivered outcomes for field service companies, technician-led businesses and multi-location operators, and every implementation is designed with scheduling, customer communication and service quality in mind from day one, not as an afterthought.
ProQuest works to empower companies in Australia and New Zealand to achieve higher performance through the delivery of tailored Salesforce solutions using disciplined Agile Scrum methodology.
We bring customer's vision to life through efficient delivery of innovative and transformative solutions powered by Salesforce.
Contact
• Lvl 12, 3 Spring Street, Sydney
• The Executive Centre Level 22, Salesforce Tower, 180 George St, Sydney NSW 2000
We acknowledge the Traditional Owners of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.
HomeWhat We DoCustomersBlogContact Us
Read more about what we did 
