Onsite service is one of the costlier forms of support. So get the most out of your techs, dispatchers, and managers with Field Service Lightning, workplace optimisation software from Salesforce.
• Get a 360-degree view of each service appointment
• Let everyone work from a single customer record
• Collaborate and share case updates across teams
• Connect IoT device data to customer records
• Easily access knowledge-base articles onsite
• Boost first-time resolution rates with Einstein AI
• Identify parts onsite with image recognition
• Assign work based on business rules
• Get complete visibility into all operations
• Track and divide work based on geography
• Optimise resource schedules with one click
• Access and update records regardless of connectivity
• View knowledge articles and communicate with experts
• Scan product barcodes and update inventory in real time
• Create and submit service reports right onsite
• Capture customer signatures right on the work order

• Easily create rules using business logic

• Collaborate across teams with a shared knowledge base

• Integrate customer data from multiple systems

• Track key efficiency and productivity metrics 

• Gain insights for improvement using analytics


With Salesforce, we can make our field services more proactive, [helping] us better understand our customers’ needs.”

Michael Williams, Head of Service Field Solutions Development



Products we use:
If you’re looking for a complete solution to manage your onsite support, talk to one of our knowledgeable specialists today.