Make your Field Service run more effectively, no matter the industry, with Salesforce Field Service.




Make preventative maintenance more cost effective.

Decrease costs, run your field service more smoothly, and build customer relationships with preventative maintenance support and scheduling. Maintain machines before repairs get costly using a timetable you create and manage. Access entitlements and contracts from wherever you are on the mobile app.

Resolve break-fix cases the first time.

Increase your technicians’ first-time fix rate by ensuring they have the parts and the information to resolve every work order. Field Service generates a list of parts that syncs with current stock. When the technician arrives onsite, get support articles and step-by-step instructions to complete work the first time.

Install any equipment, fast.

Give your customers fast, responsive service from start to finish on all cases. Easily manage your dispatchers, field technicians, service managers on one platform, whether they're contractors or full-time employees on a mobile-first network. Use real-time visibility into the field to know what your customers need, whether that be HVAC, solar panels, or anything else.

Financial Services


Improve advisor scheduling with real-time visibility.

Reduce the cost and complexity of scheduling interactions with customers and advisors. Service teams, both in-house and in the field, can access a single view of clients and advisors to optimize appointments based on availability and skillset. Advisors can use service insights to measure activity to client's goals, and advise new action.

Make on-site claims adjusting faster and easier.

Deliver faster response times and smarter dispatching by managing your onsite inspection services on one consolidated, mobile-first platform. Capture information for field inspections, insurance appraisals, or claims processing wherever you are, and sync up once you have mobile connectivity. Work faster by connecting your claims department directly to your repairs process.

Improve field underwriting with productivity-boosting tools.

Empower field underwriters with powerful tools to call clients, set appointments, and deliver onsite assessments. Give your field underwriters easy step-by-step needs assessments and real-time access to your firm's knowledge base to determine whether your clients qualify for loans and insurance plans. Deliver a connected view of clients across your financial firm by having complete visibility into onsite visits.

Healthcare and Life Sciences


Simplify home healthcare on-site inspections.

Reduce costs by scheduling regular checkups for complex medical devices so you can fix them before repairs become expensive. Not only will you save on your bottom line, your clients will rest easy knowing their lifesaving machines are regularly maintained.

Improve customer satisfaction on break-fix cases.

Improve your first-time fix rate for complex biomedical devices, such as MRIs and dialysis machines, with data and relevant information on each case, right in the mobile app. Improve your Customer Satisfaction Score (CSAT) with more efficient appointment scheduling and resource management by managing appointments in the Dispatcher Console. 

Improve preventative maintenance services.

Simplify the onsite inspection process by connecting all your dispatchers, agents, and managers on one platform. Dispatchers can intelligently schedule field service employees based on availability and skillset. Field employees can access charts and information in the mobile app.

Retail and Consumer Goods


Schedule appointments more efficiently.

Make scheduling appointments simple for your staff and your customers, whether they are in your stores or out in the field. Schedule appointments for customers based on the availability and skillset of your workers. And access information on a centralized database from any device so your sales associates can plan tours and showings for your spaces.

Easily manage retail associates and field sales.

Optimize any scheduling task or need with a unified view of every team's schedules and tasks. Deploy your mobile merchandisers, telesales teams, merchandise delivery teams, and more in one console you can access from any device.