Field Service

The Field Service mobile app by Salesforce is a brand new way to bring the full energy of Field Service administration to your mobile workforce. Improve first visit decision by arming employees with this best-in-class cellular answer. Built to be offline first, Field Service presents information in a clear and easy-to-use user interface and arms your workforce with the most recent information with in-app notifications.

Backed by the Salesforce1 platform, this utility lets you customize and lengthen the app to empower your mobile staff with whatever they should simply resolve issues within the area.

Note: This utility requires your Salesforce org to have Field Service. Individual users have to be provisioned with Field Service Technician licenses to make use of this application. Please contact your Salesforce Account Executive for extra data on purchasing Field Service and person licenses.

Features:

- Easy-to-use thanks to an optimized, clear, and exquisite person interface to view service appointments, work orders, inventory, service history and other essential info from anywhere.

- Mapping, navigation, and geolocation capabilities let you know the place you may be, where you’ve been, and where you’re headed next.

- Offline-first design with intelligent information priming and offline actions to let you finish work regardless of network connectivity.

- Collaborate in real-time with dispatchers, agents, managers, and different technicians or cellular staff using messages and photos by way of Chatter.

- Access related Knowledge Articles that can help you finish tricky tasks.

- Stay informed with the most up-to-date information with automated push notifications to relevant customers.

- Easily get hold of proof of service utilizing your touch display screen to capture customer signatures.

- Quickly generate and send Service Reports to your prospects after finishing jobs.

- Seamlessly handle your Van Stock stock or report product transactions utilizing a Price Book.

- Plan forward by viewing the parts required to finish a job, and simply record the products consumed after finishing a job.

- Extend and customize this application utilizing configurable layouts to reorganize info, and record views to control person schedules. Custom tailored quick actions, Salesforce Flows, and deep-links to different apps enable customers to sort out any case.

- Declare your day off by recording it in the application beneath Resource Absences

- Control which fields mobile employees see after they view useful resource absences in the Field Service profile tab.

- Intuitively visualize the totally different steps required to finish advanced jobs with work order line items

- Quickly rise up to speed by viewing asset service history info