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Salesforce Field Service

Salesforce Field Service

Field Service Management Software
Starting from $175.00Monthly
Free Trial Available
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Overview

Salesforce Field Service (formerly Field Service Lightning) is a complete, agent-first field operations platform designed to help you orchestrate any kind of field work — from break-fix to inspections to on-site services — with unmatched speed and efficiency.

By uniquely connecting customer and asset data with actionable insights, Salesforce Field Service empower every skilled worker to deliver proactive, personalized service and unlock new revenue. 

Benefits

  • Optimized Scheduling & Dispatch: Automates assigning the right technician to the right job, minimizing travel and maximizing jobs completed, using AI for smarter routing.
  • Enhanced Customer Experience: Provides accurate arrival windows, real-time updates, and proactive service, increasing satisfaction and trust.
  • Improved Technician Productivity: Gives mobile workers all info (history, parts) on their devices, works offline, and automates manual tasks, letting them focus on service.
  • Lower Operating Costs: Reduces fuel, administrative overhead, and errors through automation and efficient resource allocation.
  • Better Resource Management: Optimizes workforce utilization and keeps track of necessary parts and inventory across locations.
  • Increased First-Time Fix Rates: Ensures technicians have necessary parts and info, improving resolution on the first visit.
  • Proactive Service: Predicts asset maintenance needs, allowing businesses to fix issues before customers notice, boosting loyalty.
  • Real-Time Visibility & Data: Offers insights into field operations, enabling better decisions and continuous improvement.
  • Streamlined Workflows: Manages work orders, projects, and approvals digitally, reducing manual effort and errors. 

Key Features

  • Asset and Inventory Management
  • Call Center Management
  • Collaboration Tools
  • Contact Database
  • Contract Management
  • Customer Database
  • Customer Self Service
  • Dispatch Management
  • Field Service Automation
  • Geolocation
  • Integration With CRM
  • Inventory Control
  • Inventory Management
  • Job Management
  • Job Tracking
  • Knowledge Base
  • Mobile App
  • Parts Management
  • Payment Collection In The Field
  • Preventive Maintenance
  • Quotes / Estimates
  • Real Time Tracking
  • Recurring Appointments
  • Resource Optimization
  • Routing
  • Scheduling and Dispatch
  • Self Service Portal
  • Service Analytics
  • Service Contracts
  • Service History Tracking
  • Service Level Agreements (slas)
  • Service Reports
  • Task Management
  • Technician Management
  • Time Clock
  • Time Tracking
  • Work Order Management

Details

Best For

Small (21-200 Employees)Medium (201-10,000 Employees)Large (10,000+ Employees)

Deployment

Cloud

Platforms

LinuxMacWindowsAndroidiOS

Industries

Oil & EnergyUtilitiesHealthcareTelecommunicationsAutomotiveConsumer GoodsTechnologyProfessional servicesRetailPublic Sector

Support & Training

Support Options

24/7 Live SupportEmailChatPhoneTraining

Training Resources

DocumentationVideosWebinars

Media

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