Salesforce Order Fulfilment for Small Utility Rental Events
ABOUT THE CLIENT
A leading utility rental company in North America providing portable restrooms, hand wash stations and other rental equipment for events. As demand for smaller events grew, the company needed a more efficient way to manage deliveries, track rental equipment and ensure accurate billing. The fulfilment process used for large events could not be applied to smaller events, and the manual process was error-prone and cumbersome.
THE CHALLENGE
Unsuitable Large-Event Process
The existing fulfilment process for large events was not suitable for small events.
Dedicated Small-Event Solution Needed
A dedicated solution was needed to quote, manage billing, inventory and logistics for small events.
Manual Unit Tracking
Tracking every rental unit manually during delivery was time-consuming and prone to errors.
Asset Record Risk
Manual verification increased the risk of missing or incorrect asset records.
Multi-Location Inventory
Maintaining accurate inventory across multiple event locations was challenging.
Billing Discrepancies
Inaccurate delivery records could lead to billing discrepancies.
Field Verification Gaps
Field technicians needed a faster, more efficient way to verify delivered equipment.
THE SOLUTION
Salesforce Order Fulfilment for Small Events
ZingWorks implemented a Salesforce-powered order fulfilment solution designed specifically for small events, with configurable business processes tailored to small-event operations.
Serial Number Scanning
Using Salesforce Field Service Mobile, technicians scan the serial number of each rental unit during delivery so every asset is automatically recorded.
Real-Time Asset Tracking
Delivered assets are tracked in real time, making it easy to update inventory and maintain complete visibility throughout fulfilment.
Accurate Delivery Verification
Mobile-based scanning provides accurate delivery verification while reducing manual work for field teams.
Automated Billing
Verified deliveries support automated billing based on what was actually delivered for each small event.
BUSINESS OUTCOMES
Cater Small Events
Small event orders could be catered instead of rejected, unlocking previously missed business.
100% Asset Traceability
Eliminating manual tracking delivered full asset traceability and higher efficiency.
Improved Inventory Accuracy
Real-time updates help maintain accurate inventory records across locations.
Improved Billing Accuracy
Small event–specific business rules enabled appropriate invoicing and reduced billing discrepancies.
Greater Field Team Efficiency
Mobile-based asset scanning simplifies delivery and reduces manual effort for technicians.
Better Operational Visibility
Operations teams gain a clear view of equipment movement and fulfilment status throughout delivery.
TOOLS & TECHNOLOGIES USED
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