Important Mobile App Update Now Available (Comet 4)
» Learn More
Important Mobile App Update Now Available (Comet 4)
» Learn More
AI‑powered complex forms, guided workflows, and offline mobile capabilities for electric, gas, water, and renewable field teams, even when the signal drops.
Live on Salesforce Field Service + Youreka since 2021.
households (plus 150K businesses) served across Scotland
Enforce standardized procedures and capture defensible, time‑stamped records for every inspection, audit, and compliance check.
Guided, branching forms walk newer technicians through complex procedures so work is done right the first time.
Standardize maintenance and break‑fix procedures to reduce downtime on critical grid and generation assets.
Replace paper, re‑keying, and truck rolls with one mobile workflow. Fewer errors, faster cycle times.
Photos, barcodes, e‑signatures, maps, and image recognition, all in one field app technicians actually use.
Complex Forms, data, and automation live on the Salesforce Platform. No integrations, no data silos.
Utility field service software is a mobile and back‑office system that helps electric, gas, water, and renewable‑energy providers plan, execute, and document field work, inspections, maintenance, meter changes, vegetation management, and safety audits. Youreka delivers this natively inside Salesforce, with guided digital forms that work online or fully offline and sync automatically when a connection returns.
Built on Salesforce, Youreka turns paper checklists and rigid forms into intelligent, guided mobile work.
Auto‑fill from Salesforce records so technicians verify instead of re‑type.
Forms adapt to asset type, reading, or condition in real time.
Capture and validate field conditions with photos and augmented overlays.
Generate and maintain complex form templates with the Template AI Agent.
Line and substation inspections, pole and transformer maintenance, outage and storm restoration, vegetation management.
Leak surveys, pipeline and meter inspections, compliance documentation, and emergency response checklists.
Facility and asset inspections, sampling and reading capture, preventive maintenance, and regulatory reporting.
Wind turbine and solar panel install/maintenance, commissioning checklists, and performance and safety audits.
Guided install and maintenance for turbines, solar panels, poles, and transformers; reduce downtime on critical assets.
Complex assessments with geolocation tagging of assets in the field.
Standardized procedures with inventory and asset capture.
Guided installation and inspection of charge‑station assets with actionable insights.
Assess efficiency and recommend improvements, in or out of connectivity.
Remote‑location safety checks so technicians complete work and return home safely.
Scottish Water supplies drinking water to 2.46M households and 150K businesses across Scotland. Facing disparate systems and outdated, decentralized processes, its field‑service organization adopted Salesforce Field Service with Youreka in 2021. Technicians now move through their daily checklists, from job‑safety forms to asset‑maintenance inspections, in one guided mobile workflow.
The result: tens of thousands of checklists processed every week.
Utilities · Edinburgh, UK · Salesforce Field Service · Live since 03/2021
Youreka is a Salesforce-native mobile forms and field-execution platform for electric, gas, water, and renewable utilities. It digitizes inspections, maintenance, vegetation management, and compliance with guided forms that work online or offline.
Yes. Technicians complete forms, capture photos, and scan assets with no connection; data syncs automatically to Salesforce when they’re back online.
Yes — Youreka is 100% built on the Salesforce Platform, so forms, data, and automation live in Salesforce with no third-party integration.
Line and substation inspections, meter changes, leak surveys, vegetation management, turbine and solar maintenance, EV-charger inspections, home energy audits, and field safety audits.
It enforces standardized, branching procedures and captures time-stamped, photo-backed records, producing a defensible audit trail for every job.
Yes. The Template AI Agent generates and maintains form templates, and Youreka supports image recognition and AI-assisted data capture.
Prebuilt accelerators (Home Energy Audit, Wind Turbine Maintenance, Meter Replacement, and more) include ready-made objects, automation, and templates for rapid deployment.
Yes. Scottish Water — which serves 2.46 million households across Scotland — runs Salesforce Field Service with Youreka and processes tens of thousands of checklists every week.
See how Youreka standardizes inspections, maintenance, and compliance — online or offline.
