How a Property Management Group Fixed Field Service Chaos with Salesforce FSL + Agentforce

Leaky pipes. Broken intercoms. HVAC failures. This client had hundreds of maintenance requests a week — and too many fell through the cracks. Read how Redtag built a smarter, AI-powered field service system that slashed delays and improved the tenant experience.

About:
This real estate company manages thousands of apartments across several cities. With a growing tenant base and aging infrastructure, their service teams were overwhelmed. Requests came in from all directions — phone calls, emails, mobile forms — and coordinating technician schedules was a daily scramble. This led to missed appointments, repeat visits, and mounting tenant frustration.
Industry:
Real Estate
Partners since:
CLOUDS & TECHNOLOGIES:
Field Service
Agentforce
Service Cloud
The challenges

Field Service Challenges That Were Slowing Everything Down

As maintenance request volume grew across hundreds of buildings, small inefficiencies turned into major blockers:

❌ Maintenance requests lacked consistent structure or urgency tags

❌ Scheduling was manual and error-prone — technicians were overbooked or double-assigned

❌ Techs often arrived without the right parts or instructions

❌ Tenants had no idea when help was coming — leading to high call volume

❌ Dispatchers were stretched thin handling updates and coordination

The process became increasingly reactive and unsustainable, draining team capacity and eroding tenant satisfaction.

The solution

One Seamless System for Tenants, Techs, and Teams

Redtag replaced the patchwork of tools with a fully integrated solution inside Salesforce — combining Field Service Lightning with Agentforce’s AI assistant for a smoother, faster service experience.

Conversational issue reporting – Tenants now report problems by chatting with Agentforce — “My kitchen sink is leaking” — and the bot gathers key info (location, urgency, description) and logs it cleanly into Salesforce.

Smart scheduling, no back-and-forth – Agentforce checks technician availability, skills, and proximity, then offers the tenant real-time time slot options. No follow-up calls. No bottlenecks.

Techs arrive ready – Before each job, Agentforce ensures the technician has the right tools, parts, and service notes. This reduced wasted trips and improved first-time resolution.

Automated communication throughout – From appointment confirmations to post-visit surveys, Agentforce keeps both tenant and technician informed at every step — without any manual effort.

The RESULT

Results That Changed Daily Operations

Just weeks after going live, the company saw measurable impact:

📉 50% reduction in average time-to-schedule

🛠️ 30% increase in first-time fix rate

📲 80% of tenant communication now handled automatically

📞 60% fewer status calls to dispatch

👷 Better use of technician time and fewer missed jobs

“We used to chase down every request, every part, every update. Now we just open Salesforce and it’s already handled. Tenants are happier, and our teams finally have room to breathe.” — Director of Operations, National Property Group

Maria Soviak

Let’s talk about your project!

Gracie Lynch, Account Executive
Let’s talk

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