Field Service Implementation

We plan your field teams' work orders, appointments and routes with Salesforce Field Service, and let technicians manage their work end to end from the mobile app.

What we do

  • Work order management: We model installation, maintenance and repair jobs with work order types, steps and checklists.
  • Scheduling and dispatch: We set up appointment scheduling and job dispatch based on technicians’ skills, territories and availability.
  • Mobile app: Technicians see their jobs on a mobile device in the field, capture photos and signatures, and keep working without a connection.
  • Assets and spare parts: We make installed products, warranty information, and warehouse and van stock trackable.
  • Service contracts: We define preventive maintenance plans and contract-based service levels.

How we work

We map your field process together, from receiving the request to closing the job. When designed together with Service Cloud, the customer request, work order and field visit come together on the same record. If needed, we include ERP integration for stock and billing in the project.

What you gain

  • Efficient use of resources and less wasted time in the field.
  • Real-time, remote monitoring of field work.
  • More jobs resolved on the first visit.
  • Accurate appointments and up-to-date status for customers.

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