Voice to Form: Say Hello to the Future of Field Service

Picture a technician inspecting a critical piece of equipment. They’re wearing protective gloves, moving parts, checking serial numbers, testing components. The old way of logging information? Stop the work. Pull off the gloves. Type the condition and part numbers into a device. Put gloves back on. Repeat as needed. It’s slow, it breaks focus, and there’s always the chance you’ll misread or mistype a number.

With Voice to Form from Agentforce Field Service, there’s a new way. After the press of one button, a technician can speak naturally — “serial number A-7-3-2-B-9, condition good, minor corrosion on housing” — and the form fills itself out. They can keep working with their hands while capturing the details that matter with their voice. No constant stopping. No endless typing. No breaking rhythm. 

The problem with paperwork in the field

For mobile workers in the field, entering manual data is cumbersome and time consuming. And for field technicians working in high-stakes environments like energy and utilities, this isn’t just an efficiency problem – it’s a safety issue. When you’re working on live electrical equipment or hanging from a pole, you can’t afford to split your attention between the work and filling out forms.

But the work needs to get done. Often, regulatory requirements mean that data has to be captured accurately, completely, and in real time. Miss a measurement or get a conversion wrong, and you’re not just dealing with paperwork headaches. You could be facing compliance issues.

According to our recent guide on mobile workers, 80% of technicians think hands-free technology would help them be more efficient in the field. It’s not hard to see why. We’re asking so much of these workers – from physical endeavors to technical precision. Technicians are caught between safety, speed, and accuracy. Until now, you couldn’t have all three.

Just press and talk with Voice to Form

It’s called Voice to Form and it does just that. Your technicians can now fill out forms simply by speaking into their mobile device or tablet. One button press, and they’re recording. No typing. No scrolling through endless fields. No stopping work to document work.

Talking naturally, working efficiently 

That means your technicians can talk naturally. They don’t even have to follow the form’s order or use specific phrases. Say “the pole is 45 feet” before mentioning its condition, and the system knows exactly where each piece of information belongs. Jump around. Backtrack. Add details as you think of them. Voice to Form sorts it all and fills in the right fields.

Need to report a measurement in feet but the form wants inches? Voice to Form handles the conversion. Working through a complex inspection with multiple data points? Just speak the information as you see it, in whatever order makes sense in the moment, and watch the form populate correctly.

Technicians can keep their eyes on the job and their hands on their tools while still capturing the data they need. They can speak naturally, in the flow of their work, and trust that Voice to Form will intelligently map what they’re saying to the right place in the form. Safety and efficiency, working together instead of competing.

Speed up your form-filling

A form with 10 questions can take a few minutes to fill out when typing. With Voice to Form, that same form takes 30 seconds. You speak naturally, the system captures it all, and you move on to the next job.

That time adds up fast. Multiply those saved minutes across every job, every day, every technician on your team. You’re not just making individual tasks faster. You’re fundamentally changing how much work your team can handle.

And for technicians working with gloves — whether it’s extreme temperatures, protective equipment, or handling materials that require coverage — there’s an added benefit. Instead of constantly removing gloves to type, then putting them back on to work, they can keep working. One quick setup, then continuous data capture while they focus on the task at hand. 

The Evolution of Data Capture

Not long ago, field technicians were bouncing from one system to another to fill out forms. They were losing time and focus with every switch. We made it better with Data Capture for Field Service, offering dynamic, intelligent forms natively integrated into one app. No more app-hopping. No more duplicated effort. Voice to Form takes that progress one step further. Now you don’t even need the keyboard. It’s the same goal we’ve always had — speed without sacrificing accuracy.

Smart data for serious work

For organizations operating in regulated industries, data accuracy isn’t optional. The information you capture could be pulled up in an audit years later. It’s critical that your data be efficiently captured into your field service management system.

Using the form’s metadata, and the relationships between different data points, Voice to Form can take your natural speech and turn it into accurately structured, properly formatted records. You’re not just getting transcriptions. You’re getting intelligent data capture that understands what you mean, not just what you said.

Voice to Form is powered by Agentforce, which is built on your unified business data within the Salesforce platform. When a technician starts speaking, the system isn’t just hearing words — it’s connecting dots. It’s understanding a technician’s onsite data in the context of your business and your customers.

Accurate field service data doesn’t just help you stay compliant or complete jobs faster. It becomes the foundation for smarter business decisions. When your technicians are capturing clean, structured data in the field, that information flows into your analytics. You can:

• Forecast maintenance needs more accurately
• Spot trends in equipment failures before they become costly problems
• Make better decisions about resource allocation and staffing
• Turn the data your technicians capture today into the insight that shapes your strategy tomorrow

Hear what’s next

The investment in AI-powered field service capabilities isn’t slowing down — it’s accelerating. According to our research, 85% of field service leaders believe their AI investments will increase over the next year. They’re not just optimistic about the technology. They’re committing resources to it. And so are we.

Other notable developments on the horizon from Agentforce Field Service:

• Performance Priming — Getting that data to and from mobile devices can be painfully slow. Performance Priming allows technicians to access up to 550,000 records offline—five times the previous limit—and only resyncs the changes instead of the entire database. Translation? Your technicians spend less time waiting and more time working.
• Native GIS — We’re integrating geospatial intelligence right into your field service management software. This gives technicians dynamic, interactive maps that let them visualize assets and drill down into location-specific data. When you’re planning your day or responding to an emergency, being able to see exactly where you need to go and what you’re dealing with makes all the difference.

Field service is getting smarter, safer, and faster – especially thanks to the latest AI-powered tools on the market. Want to make sure your team is ready for the future of field service? Head over to Trailhead to learn the latest AI skills at your own pace. And consider joining your peers at the Serviceblazer Community on Slack. It’s free to join, and a great place to connect, learn in-demand skills, and even fill open spots on your team.

Field service is on the move

The future of field service isn’t about choosing between safety and efficiency, or between speed and accuracy. It’s about technology that understands the real challenges your technicians face and actually solves them.

Want to see Voice to Form in action? Check out our Dreamforce keynote, and stay tuned to the Field Service newsletter for more updates on how we’re helping the mobile workforce do their best work.