Field Service Management

Customize & Optimize Field Operations



First Time Fix

Field Service Management for equipment manufacturer ensures the highest levels of efficiency from your technicians and engineers, while simultaneously impressing and delighting your customers. In fact, FieldForcePro service teams are estimated to increase their technician productivity by 21% and customer satisfaction scores by 14% on average.

A day in field operations can often change and be unpredictable as even the best laid plans are affected, if emergency work comes in or jobs overrun

Field Service
field service manager

Jennifer Alison

Field Service Manager

field service manager 8:30 AM

Jennifer, starts her day with scheduled and unassigned service requests for her field team.

Unassigned Cases
field service manager 8:40 AM

Bulk assigns the service requests to respective field technicians based on expertise and proximity to the day trip.

Work Order
field service manager 9:15 AM

Subsequent work orders are generated and notifications triggered to respective field technicians. Awaits work order acceptance.

Email Notification
field service manager 3:30 PM

Receives real time alerts and notification on work order closures and subsequent invoice generation. A consolidated view of field activities.

Email Notification
field service manager 3:45 PM

Jennifer manages and monitors service requests that call for attention and marks successful case resolutions as "Resolved".

Review Cases
field service manager 4:00 PM

The comprehensive service dashboard "ServiceManagerPro" offers insights on first call resolutions, service optimization rates, trips per case and other field performance parameters.

Report & Analytics
field service management

Jason Smith

Field Technician

field service management 9:00 AM

Jason signs in to accept/reject assigned service appointments, reviews the corresponding work orders and plan his day trip accordingly.

Field Service Management
field technician 2:30 PM

Attends to the field service request, investigates, collaborates with service experts, replaces and repairs the equipments.

Field Service Management
field technician 3:30 PM

Gathers customer acknowledgement and service feedback. Triggers a call resolution report and invoice for the customer as well as his service manager.

field automation work
field technician

Moves to the next service appointment his optimized daily schedule

Field Service Optimization Features

Customer Self Service Portal

Customer Self Service Portal

A comprehensive self-service portal, built using Salesforce Communities seamlessly integrates with Salesforce Service Cloud to surface asset and case information to customers.

Service Manager Console

Service Manager Console

Visibility to assets, contracts and generated invoices to ensure optimal case closure. Integration with Chatter for improved internal collaboration. Integration with Service Cloud, for support contract initiation.

Work Order Management

Work Order Management

An easy Work Order creation process which automatically handles the service appointments. Easy approval/rejection process to speed-up reassignment, if required.

Field Technician Calendar

Field Technician Console

Modelled to optimize the field-connect process, a comprehensive mobile calendar which is lightning ready and integrates with the existing Salesforce1 Mobile App. View service appointments from anywhere, anytime.

 Invoice Management

Invoice Management

Quickly generate invoices with the tap of a button, use custom invoice formats to suit your business processes. Digital signature for appointment closure and complete invoice visibility, control to Field Service Manager.

Reports and Analytics

Reports and Analytics

Real-time visibility into field support process, so that you can focus your energy where it counts. Visibility to missing contracts to streamline the sales process.

Equipment Manufacturer | Field Service Management Solutions

Manufacturers rely upon field technicians to protect the customer relationships and brand reputation. Field technicians, on the other hand, are under increased pressure to compete and in some cases increase sales in their territories.

FieldForcePro provides actionable insights on field-related operations, making the best use of Salesforce Service Cloud platform. This empowers manufacturers to optimize and adjust business practices where needed. Through this, they can deliver a quality experience to retain customers and employees alike.

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