Opportunity is what you booked. Work Order is what you did. Never add them.
The single most common way a home services Salesforce org starts lying about revenue — and the object discipline that prevents it.
Field Notes
Build logs, not thought leadership.
What I am actually building, written down as it happens — with the metadata, the diagrams, and the decisions that did not survive first contact.
- Field Service
- Object model
- Order Products
- Revenue reporting
Latest
Next step
Tell me where the operation hurts.
A 30-minute call. I will tell you whether Salesforce is the right answer for your shop — including when it is not.