Work orders, information, and schedules.
With Field Service, you manage work orders for field service workers initiated from Salesforce. These work orders are assigned to the right team members through an advanced scheduling board. This gives you visibility into what needs to be done and when someone needs to be at a specific location.
The field service worker can view their daily or weekly schedule on their mobile application. When they open a work order, they quickly understand what needs to be done, where they need to be, and who they can contact on-site. Once they start the work, they can use checklists, take pictures of the job site, add information about the completed tasks, specify which projects and materials were used, track their working hours and finally, have the customer sign off on the work order to formally complete the job. After this, they can move on to the next task that’s already waiting for them.
Once a work order is completed, the back office can easily verify if all the necessary information is present to send an invoice to the customer, thus completing the entire service request-to-payment process.
Taking automation to the next level
We’d be delighted to guide you through the process of translating your current workflow into an effective Field Service process. We’re ready to explore beyond the functionalities described above. We could automate a multitude of tasks, such as automatically scheduling work orders based on availability, travel time, and technician skills, sending invoices directly to your accounting software, allowing customers to schedule appointments through a digital platform, setting up maintenance plans, and much more!