Field Service Lightning is designed to connect your workforce and enable them to deliver intelligent and productive on-site service. It allows for faster delivery and smarter and more personalized service from the phone to the field on one platform. The field service management software helps you resolve field service calls faster, boost employee productivity in the field, automate appointment scheduling as well as manage schedulers, dispatchers, and technicians.
The software is part of the Salesforce Platform Service but is offered a standalone solution for employees and contractors. It gives you tools and capabilities to get real-time visibility into all of your operations, optimize mobile workforce allocation, and keep customers updated at every step. You’ll be able to manage your jobs in the field with an offline app for Android and iOS and supervise your contractors and other employees all on the same platform.
Field Service Lightning is designed to connect your workforce and enable them to deliver intelligent and productive on-site service. It allows for faster delivery and smarter and more personalized service from the phone to the field on one platform. The field service management software helps you resolve field service calls faster, boost employee productivity in the field, automate appointment scheduling as well as manage schedulers, dispatchers, and technicians.
The software is part of the Salesforce Platform Service but is offered a standalone solution for employees and contractors. It gives you tools and capabilities to get real-time visibility into all of your operations, optimize mobile workforce allocation, and keep customers updated at every step. You’ll be able to manage your jobs in the field with an offline app for Android and iOS and supervise your contractors and other employees all on the same platform.
Specifications
Business Size
Enterprise
Customization
Yes
Deployments
Cloud
Language Support
English
Platforms
Product Details
Features
Push notifications
Centralized knowledge hub
Contact database
Barcode scanner
Maintenance plans
Customized mobile app
One-click scheduling optimization
Return merchandise
Asset tracking & management
Work order management
Reporting & dashboards
Field payment collection
Automatic real-time updates
Guided instructions
Service reports
Offline priming sync
Polygon mapping
Crew scheduling
Inventory management
Contractor management
Service history tracking
Native Android and iOS apps
Benifits
Quickly create work orders from any case
The software lets you speedily create and manage work orders for field service operations, instantly view knowledge articles, and track SLA compliance with milestones. Your work orders are integrated with accounts, contacts, assets, cases, entitlements, and other objects so you can pull in data across Salesforce.
Optimize schedules and intelligently assign jobs
With intelligent scheduling, jobs are automatically assigned to the right resource based relevant factors such time, skills, location, and any business rules to increase employee productivity. Likewise, there are features for smart scheduling and tracking of crews, equipment, and trucks to ensure the right parts and resources are available for the job.
Apply AI to increase first-time fix rate
The solution employs Einstein Vision which allows mobile employees to use image recognition to immediately identify assets and parts in images. It makes sure that the right product part is fixed or replaced to reduce confusion and additional trips back to the office. Based on an image’s classification, you can automatically prescribe the right set up steps for technicians for faster and smarter service.
Manage jobs from any mobile device
Field Service Lightning’s mobile app brings the full power of on-site job management to your mobile workforce. You can improve first-visit resolution by equipping mobile employees with a best-in-class mobile solution that delivers job schedules, Einstein AI, inventory visibility, knowledge articles, and real-time collaboration while they’re on the go, regardless if they are connected or offline. The mobile app is customizable to the needs of your mobile workforce.
Make smarter decisions
The analytics feature of the software gives your managers and dispatchers easy, real-time visibility into operational performance and KPIs, enabling them to drill into all your data from multiple systems, address customer complaints, and stop problems in their track before they happen.
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