Salesforce FSL improves the efficiency of your field service operation providing a full 360 degree contextualised view of work orders for your office and mobile staff.
Salesforce FSL extends the Service Cloud to provide powerful features to manage mobile staff and their visibility to office staff and the customer.
FSL helps you manage a business dealing with complex work orders, which require the sharing of data across teams in real time, correct resource allocation, accurate scheduling and providing support to onsite staff.
Mobile staff can send and receive real-time data via the Salesforce mobile app, which can be customised to match your company branding. Office based staff can amend the schedule for mobile staff, which is accessible via the day schedule view. Visibility of customer data including service contracts and maintenance plans can also be delivered via the app.
With a rich set of standard features, your team can be set up and running in no time at all.
How we can deliver Salesforce FSL for your mobile team?
- Help you map your work order business processes
- Set up service regions to track where work can be performed
- Help model and build out your workforce into service users and crews, by skill and level
- Setup core operating hours for the regions and your workforce
- Setup and management of every item in your inventory
- Help understand and build out required work orders
- Build out the required work order work types
- Help build key field service reporting and dashboards
- Help build out activity tracking
Deliver excellence in the field to your customers!
Work Order & Work Types
Manage all types of work orders down to line item detail. Set up customised delivery cycles and automation.
Establish and track service territories where specific teams perform specific work. Locations can be warehouses, vehicles, or sites holding inventory.
Manage & Track Your Workforce
Setup your workforce resources as individuals or teams, specialising in skills by level. These resources can be assigned to service appointments.
Setup working hours specific to service territories and service resources, allowing timesheet tracking of resources.
Manage Your Inventory
Track every item in your inventory and it’s storage, requested or consumed status. Custom reporting can provide a detailed analysis of your inventory.
Field Service Reports
Salesforce reporting can provide powerful insights into all aspects of your field service operations. Report on work orders, work order line items to service appointments.