Safe Haven Avian Group & Wildlife Removal uses SharinPix on top of Salesforce to manage their service appointment workflow, capture photos in the field, use a visual gallery on their Salesforce to audit completed jobs, and generate service reports to send to clients afterward.
Who is Safe Haven Avian Group?
Safe Haven Avian Group & Wildlife Removal was started by CEO Derek Tolley after developing a method to capture birds humanely, replacing old ways to remove birds from retail, industrial, and other public spaces. Safe Haven now has three patents on technology that help it catch birds, and it has since expanded its offering into other types of wildlife removal (bats, raccoons, etc.).
After expanding the leadership team with COO Jim Heuer and CRO Nick Barnes, Safe Haven grew exponentially, spreading its service areas to cover all of the continental US, Alaska, and Hawaii. It is now the number one bird and wildlife removal company in the USA.
Safe Haven Avian Group and Salesforce:
Safe Haven Avian Group & Wildlife Removal went live with Salesforce in April 2024 after looking to replace and upgrade some legacy systems. They now use Salesforce to manage the entire workflow of a Bird & Wildlife removal job, from the dispatching and field service data collection, to post-job auditing.
Once the order comes in through their sales email, the dispatchers create the job in Salesforce and assign it to a field technician, who will get the information on their field service mobile application. From there, they do the necessary work for the service appointment, capturing information that the back-office team uses in a post-removal audit to create service reports to send to clients.
The Safe Haven Avian Group Challenge:
The Safe Haven team discovered that they needed to do some heavy customization on Salesforce in order to turn it into the perfect system for managing their Bird & Wildlife removal operations in the field. This lead them to start using Salesforce Field Service to bridge the gap between their back office and their employees in the field.
As they worked with their implementation partner, Crosspeak Solutions, to build out Salesforce, they noticed that a major roadblock was going to be the capture and upload of images.
Within the first few months of their Salesforce usage in 2024, their field techs were using the field service app to capture the most basic images on the job. The basic need of requiring images was met, but within the native Salesforce capabilities, the images were stored as files, not something easy to work with.
While the Field Service capture experience was working fine for the field techs, the problems came in the audit phase. Depending on the job, the work order in Salesforce might contain anywhere from 10 to 200 photos from the field. With these being file attachments, the photo review process when selecting images for the service report was long and arduous.
Safe Haven also couldn’t directly integrate their selected photos into the actual service report and therefore had to create a separate photo report, making the total number of files sent to the collect post-appointment as follows:
- Service report
- Photo report
- Invoice for work done
The team needed to find a way to streamline the audit process and have a more clean final service report to send out to the customer.
The SharinPix Solution:
Within a month of going live with their Salesforce, Craig Cooper, the CTO at Safe Haven Avian Group, started to look for solutions to their photo problem on the Salesforce AppExchange. By July 2024, Craig and his implementation team were starting to have discussions with the SharinPix team. After this, Craig said he “started to see the bigger picture” of the potential with SharinPix.
Field Capture Phase
Through integration of SharinPix within their Salesforce implementation, the full experience of Safe Haven’s Salesforce and Field Service users has transformed. Now, the field users capture photos using the SharinPix mobile app (linked seamlessly from the Salesforce Field Service app), where they can snap pictures during the service appointment that are automatically tagged in Salesforce.
With Bird & Wildlife removal being such a fast job with unpredictable variables, it’s hard for field techs to ensure they always start from the field service app to capture photos while on the job. If they accidentally capture pictures from their system camera, that’s not a problem. They can add the photos to the work order via the SharinPix mobile app by uploading directly from their camera roll.
The Audit Phase & Service Report
SharinPix has also transformed the audit process by making the photo review step much easier. Now, the pre-tagged photos captured in the field are displayed as thumbnails on the Salesforce work order. The thumbnails are displayed at a reduced quality to ensure speedy loading and review, while the original high-quality photo is always available for a closer review.
Now, the auditors can quickly select the best photos to include in the end-of-job service report to send to clients. Further, with SharinPix’s Generate PDF feature, the images are integrated directly into the main service report document. This means that the client now only has to review two documents at the end of the service appointment instead of three: 1) the photo-enriched service report and 2) the invoice.
Here is an example of one of Safe Haven’s service reports with photos prominently featured:
Chances for additional business:
SharinPix has even enabled Safe Have Avian Group to win some additional business. The tagging and image capture functionality from SharinPix has allowed Safe Haven field techs to capture photos of what they call “exclusions.” An exclusion is an additional business opportunity that has been identified during a Bird & Wildlife removal. For example, a hardware store may have a recurring problem of raccoons in their attic, so the field tech may identify the entry point and capture it in a photo.
The Exclusions team can then review the case in Salesforce, create an opportunity from the service appointment, and send the client a quote to repair the damaged entry point to prevent further unwanted visitors. The images accompany the rest of the data on the journey from the original service appointment work order, to the opportunity, to PDF quote, back to the sales email and onward to a new work order if necessary. This wins Safe Haven business while solving the ultimate problem for their customer.
The Results
With SharinPix, Safe Haven Avian Group & Wildlife Removal has benefited from streamlined processes and the time savings that come with them. SharinPix has allowed the field team to capture photos more efficiently, empowering the next step in the audit process.
In 2024, the Safe Haven team processed 13,000 service appointments, and they are on track to do 15,000 this year. The simple ability to see the photos as thumbnails instead of files has saved the audit team an incredible amount of time.
To put this into perspective, prior to SharinPix, someone on the audit team would be able to process 30 audits per day. After making the process more visual, where the employee can select images from thumbnails, they can now do around 40 audits per day.
Elevate Your Salesforce Field Service with SharinPix Image Capture and Management
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