Work orders, information, and scheduling
With Field Service, you process work assignments for field service employees that are initiated from Salesforce. These work orders are assigned to the appropriate employee via an advanced planning board. This gives you insight into what someone needs to do and when they need to be at a specific location.
The field service employee can view their daily or weekly schedule on their mobile application. Upon opening a work order, this employee quickly gains insight into what they need to do, where they need to go, and who they can contact on-site. Once they start the job, they can use checklists, take photos of the work site, add information about the tasks performed, indicate which projects and materials were used, track their working hours, and finally have the work order signed off by the customer to formally complete the job. After that, this employee can proceed to the next task that is already prepared for them.
The back office can check after the completion of a work order whether all information is complete to send an invoice to the customer, ensuring that the entire process from service request to payment is completed.
Next-level automation
We are happy to assist you in the process of translating your current workflow into a process that effectively implements Field Service. We aim to look beyond the functionalities described above.
We can automate many actions. Consider automatically scheduling a work order based on availability, travel time, and the technician’s skills, automatically sending the invoice to your accounting package, allowing customers to schedule appointments themselves via a digital environment, setting up maintenance plans, and much more!
