Marketing Cloud, Trailhead...
Get features that make mobile workforce management easier on everyone involved.
Get everything your team needs to effectively juggle the complex logistics, rising customer expectations, and high costs of onsite operations.
Give mobile employees the app they need to fix problems right the first time.
Customised Mobile App
Change colors and add logos to make the mobile app your own.
Push Notifications
Automatically send and receive real-time updates.
Day View
View all your mobile jobs for a given day in an easy map view.
Flow
Get guided instructions to ensure jobs are completed correctly.
Knowledge
Access a single, central source of helpful articles and information.
Chatter
Instantly collaborate with company experts and other employees.
Service Reports
Barcode Scanner
Quickly scan parts and equipment barcodes on the spot.
Service Reports
Generate work reports — including multiple signatures — to finish while onsite.
Offline Priming Sync
Trigger syncing updates and check real-time status to ensure you always work with the most recent data.
Service Contracts and Maintenance Plans
Upsell with easy access to contracts customers can sign on the spot.
Actions
Speed up tasks with actions that can be used to create records, update data, launch flows, and more.
Security
Salesforce security features baked into the product help keep customer data safe.
Customised Mobile App
Help dispatchers prioritise jobs and schedule crews more efficiently.
Enhanced Optimisation
Optimise scheduling for your field technicians based on policies you define to meet your business KPIs.
Utilisation Tracker
Easily monitor the utilisation of your techs by using the Gantt and utilisation view.
Location Intelligence
Use the map view to dispatch jobs by location, surface additional business critical data, track agents’ current location, and so on.
Crew Scheduling
Schedule groups of techs and resources all together.
Chatter
Collaborate instantly with agents, techs, and other employees.
Give contract managers insights into service contracts, maintenance plans, and more.
Installed Base Tracking
Track all your assets and resources from a single console.
Service Contract and Entitlement Management
Manage service contracts, verify SLA compliance, and ensure collaboration between sales and service.
Preventive Maintenance
Generate maintenance work orders automatically and get the optimal schedule through optimisation.
Inventory Management
Track, request, transfer, and update inventory stored in warehouses, van stocks, and at customers’ locations.
Workflow Automation
Automate process with Lightning Flow and leverage IoT data in context to anticipate service needs.
Location Intelligence
With Salesforce Maps (available for an additional cost), visualise equipment by location, surface additional business critical data, track installed base status in specific areas, and more.
Transform your field operations with the #1 CRM for Service.
If you’re looking for a complete solution to manage your onsite support, talk to one of our specialists today.
