The examples are illustrative. What Parker can create or change in your workspace depends on your own Salesforce access and how your admin set Parker up. For examples by industry, see parker.work/examples.
Log visits and site notes
Record what happened by voice note or text as you leave. Parker turns it into the visit record your Salesforce expects, an event, a task, or your own visit object, and asks for anything missing.- A care worker: “Morning visit for Mrs Hale done. Helped her wash and dress, made porridge and a cup of tea.”
- A field rep, from the cab: “Site spec for the Riverside job: 40 metres of trunking, two distribution boards, access from the yard.”
- A volunteer: “Visited Margaret for an hour. In good spirits, but her heating isn’t working well.”
Close jobs with evidence
Photos, readings, and completion notes go onto the job. Your required fields stop a job closing until they’re there.- A contractor: “Job at 8 Elm Close is done. Replaced the sink trap and tested it. Close it.”
- An engineer: “Service done on FL-2209. Hours 4,812, brake test passed, replaced the hydraulic filter.”
- An installer, with photos: “Reinstatement at Station Road complete, both slabs relaid.”
Check a status
Ask where something is up to and get the answer from Salesforce, under your own access. Nothing is written.- A caseworker, mid-call: “Where’s the kitchen leak repair at 14 Mill Lane?”
- An engineer, with a photo of a machine: “What do we know about this one?”
- A broker: “Any news on the Hartley proposal? The customer wants it before Friday.”
Briefs and numbers
Before a visit or a shift, Parker summarises the account, site, or performance from Salesforce in one message. Turn on the morning list and it arrives before you ask.- “What’s my next job?”
- “Brief me on Kestrel Packaging before the 11 o’clock.”
- “How did we do last night?”
Report and escalate
Faults, requests, and concerns raised from site. Parker creates the record when you confirm, and your Salesforce assignment rules and flows decide who’s told. Parker never judges how serious it is.- An engineer, with a photo: “Chiller 1 tripping on high discharge pressure. Needs a specialist.”
- A care worker, by voice: “Possible pressure sore on Mrs Hale’s heel.”
- A volunteer: “I’m worried about Margaret. She hasn’t eaten properly for days.”
Create and update records
Leads, registrations, deliveries, and record changes in a sentence, checked against your validation rules before anything saves.- A dealer, by voice: “Register a deal: Hartley Logistics, 12 units, closing next month.”
- A broker: “Change Mrs Patel’s address on policy 4471 to 22 Orchard Way.”
- A volunteer, with a photo: “Food bank delivery to the Hope Centre, 14 crates.”
Compliance checks
Safety checks, temperatures, and certificates captured on site with the readings and evidence your compliance team needs. You record the result and confirm it; Parker saves it under your name with the time.- A gas engineer, with a photo: “Annual check done. Boiler and hob passed, both CO alarms tested.”
- A manager, by voice: “Walk-in chiller 3, prep fridge 4, freezer minus 19, hot hold 68.”
- A surveyor: “Which gas safety checks are due this month with no appointment?”
Orders, bookings, and approvals
Orders, appointments, quotes, and sign-offs raised by message. Your limits and approval steps in Salesforce apply as normal.- A rep, with a shelf photo: “Paracetamol 500mg is down to the last two packs. Priya wants her usual order.”
- An operative: “No access at 9 Quarry Rise, card through the door. Rebook for Thursday.”
- An account manager: “Kestrel want 15% off quote Q-10422. Can you apply it?”
The same rules, whatever the job
- Parker runs as you. It reads and writes Salesforce with your own login, so it sees and changes only what you can.
- Nothing saves until you tap Confirm. Photos, voice notes, forwarded messages, and shared contacts can suggest a change, but never approve one.
- Your Salesforce rules apply. Validation rules, required fields, and lookup filters work in the Parker app as they do in Salesforce. See How Parker acts on your behalf.