Case Study: FieldEdge by Xplor cuts go-live time by 40% with TaskRay

FieldEdge by Xplor cuts go-live time by 40% with Taskray

FieldEdge by Xplor, a provider of field service software for mechanical contractors, faced a slow and inefficient customer onboarding process. Their previous system lacked visibility, causing a 120-day go-live time and preventing implementation specialists from managing more than 15 accounts. To address this, they turned to the TaskRay project management solution built on Salesforce.

By implementing TaskRay, FieldEdge gained rich reporting, flexible templates, and clear task-level tracking. This solution dramatically reduced their go-live time by nearly 40%, cutting it from 120 days to between 70 and 80 days. The efficiency gains allowed implementation specialists to double their capacity, managing up to 25 accounts each. TaskRay also provided the visibility needed to improve customer satisfaction scores and deliver value faster.

FieldEdge by Xplor