Southeastern Refrigeration

Based in Birmingham, Alabama, Southeastern Refrigeration Inc. (SERFCO) has been designing, installing, and servicing industrial and commercial refrigeration systems for over 50 years. Known for their commitment to quality and treating customers like family, SERFCO sought to modernize their service operations.

Problem

• Outdated, paper-heavy processes led to delays between technicians, accounting, and other departments

• Service technicians had no efficient way to report field activity in real time

• Lack of visibility into parts, schedules, and service call data slowed down operations

• Needed a digital solution to streamline field service and reduce administrative overhead

Solution

Fast Slow Motion implemented a modern, mobile-friendly Salesforce solution to transform SERFCO’s service operations:

• Configured Sales Cloud and the Salesforce Mobile 1 app for technician usability in the field

• Leveraged the Case Object to centralize service call data—status, parts, people, and schedules

• Built custom tablet-friendly screens tailored to specific service call types and assets

• Enabled technicians to:

  • View upcoming service calls and required parts

  • Capture service notes, call data, parts used, and time billed

  • Generate reports and invoices using Conga Composer

  • Collect signatures and send approval documentation via Conga Sign

• Automated report and invoice delivery to both SERFCO and their customers

Results

• Digitized and streamlined the entire service call process

• Enabled real-time communication between field techs and internal teams

• Reduced paperwork and administrative lag

• Improved customer experience with immediate, professional documentation and faster billing