Important Mobile App Update Now Available (Comet 4)
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Important Mobile App Update Now Available (Comet 4)
» Learn More
Guided assessment and estimate forms auto-populate parts and labor, so reps deliver accurate, winning quotes — and spot cross-sell opportunities.
Dynamic, guided repair workflows with images, PDFs, and next-best actions help technicians resolve issues on the first visit.
Prebuilt templates, smart checklists, and expedited implementation get teams live quickly and keep every visit consistent.
Real-time data capture across the service cycle — from presale to post-sale — fuels continuous improvement and better decisions.
Embed institutional knowledge into forms with dynamic instructions, logic, next-best actions, and tooltips — so every tech performs like an expert.
Consistent, professional service interactions and warranty support build the trust that drives retention and repeat business.
Capture data, photos, and signatures anywhere with no connectivity — everything syncs to Salesforce automatically when you reconnect.
Dynamic assessment and onsite estimate forms guide reps through the whole quote and auto-populate parts and estimated labor.
Step-by-step instructions with images, PDFs, and discoveries give technicians everything they need for a successful visit.
Self-service, call-center scripting, field, and mobile — consistent guided workflows across every channel of the service lifecycle.
AI template builder, image recognition, voice control, AR, and branching logic speed up form building and data capture in the field.
Runs entirely on the Salesforce Platform, respects your security model, and uses native Salesforce reporting — no external apps or databases.
From the first quote to ongoing service and retail execution. One platform across every customer interaction.
Guide reps through accurate, winning quotes onsite.
Dynamic checklists that speed diagnosis and repair.
Standardized inspections with photos and audit trails.
Systematic assessments for structural & safety compliance.
Guide crews through setup, testing, and handoff.
Consistent, effective calls that protect revenue.
Merchandising, planogram & promo compliance audits.
Recurring service that maximizes uptime and loyalty.
Real teams, in production, from national franchise networks to property and retail execution.
Instant ROI with industry-specific accelerators with prebuilt fields, objects, automation, mobile field sets, and form templates.
Youreka is Salesforce-native software for consumer-facing service businesses. It equips home services, field service, and retail execution teams with smart mobile forms, guided assessments, and inspections — online or offline — to streamline quoting, raise first-time fix rates, and capture real-time data, all inside Salesforce.
Youreka streamlines quoting with dynamic assessment and onsite estimate forms that auto-populate parts and labor, so reps deliver accurate, competitive quotes faster. Smart form data also surfaces cross-sell and upsell opportunities based on customer needs and equipment performance.
Yes. Youreka is offline-first. Technicians complete forms, inspections, photos, and signatures with no connectivity, and all data syncs to Salesforce automatically once they reconnect.
Yes. Youreka is built entirely on the Salesforce Platform, runs inside your existing org, respects the Salesforce security model, and uses native Salesforce reporting — with no external apps or databases to maintain.
Youreka guides technicians through step-by-step repair instructions with images, PDFs, branching logic, and next-best actions, and gives them access to past service history — so they arrive prepared and resolve issues on the first visit.
Yes. Youreka supports store surveys, merchandising and planogram compliance, direct store delivery, quality assurance, and retail audits — with guided checklists, image recognition, and offline capture that syncs to Salesforce.
American Leak Detection unified field service across its national franchise network on Salesforce Field Service and Youreka. Hundreds of technicians use Youreka daily, returning thousands of service checklists to Salesforce, across 400 users on one central system since 2020.
