We’ve solved the following problems with service companies using Salesforce:
- Disparate systems that do not speak to one another
- Inability to turn existing data into actionable items
- Operational and service level inefficiencies
- Inconsistencies in data and reporting
- Manual document generation
Schedule & Deliver With Ease
Seamlessly re-shuffle appointments, easily book employee time-off and handle absences, and clear customer sign-off for world-leading customer experience.
Make More Money
All digital – so never miss an opportunity to invoice your customers, clear customer sign-off, and track your assets and proactively manage customers and issues.
Skills-based routing sends the right technician, at the right time, job-based instructions in your technicians’ hands, and better staff on-boarding.
Connect To Clients Effortlessly
The Dispatcher Console allows to monitor the service delivery in the field. Easily configure your view to a Gantt chart or map and see real-time work updates that need focus.
Plan truth-based service appointments and priorities critical jobs with automation so the best mobile staff, resource, contractor or team is assigned to the right job.
Salesforce Field Service mobile app enables mobile workers and contractors to exchange work updates, access knowledge articles, view and modify van stock or inventory, and create service reports from any mobile device, regardless of connection.