Work orders and service appointments
Work types, durations and required skills defined once and reused for every job.
🛠️ Salesforce Field Service
The right technician, at the right job
Field teams lose hours to phone calls, paper forms and jobs booked without the right part. We set up Field Service so dispatchers see who is free and qualified, technicians have everything on their phone, and the office gets the report the moment the job is done.
Salesforce
Field Service
A good fit for
- Installation, repair and maintenance companies
- Teams dispatching from spreadsheets or whiteboards
- Businesses with service contracts and SLAs
7+ years
building and fixing CRM systems
4.99 rating
from 969 reviews on Fiverr
Top 1%
of talent on Upwork
🧰 What we do
What we do on Field Service
Scheduling and dispatch
Territories, operating hours and scheduling policies with the dispatcher console.
Mobile app for technicians
Job details, checklists, photos and signatures in the Field Service mobile app, even offline.
Parts and inventory
Van stock, product requests and parts consumed per job.
Service reports
Branded service reports emailed to the customer when the job is closed.
Maintenance plans
Recurring visits generated from maintenance plans and contracts.
🗺️ How we work
Plan, build, then stay with you
Every Field Service project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.
We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.
What you get
- Discovery workshop
- Process and data audit
- Roadmap with a clear quote
Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.
What you get
- Configuration and data migration
- Automation and integrations
- Testing and a smooth go-live
Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.
What you get
- Team training and how-to videos
- Reports and dashboards
- Ongoing admin and support
🔗 Integrations
Field Service connected to the rest of your tools
- Service Cloud
- ERP and inventory systems
- Google Maps
- QuickBooks and Xero
- Twilio SMS
- Experience Cloud
🧭 Related
You may also need
💬 FAQ
Field Service questions, answered
Something else on your mind? Ask us on a free call.
Yes. The Field Service mobile app works offline and syncs when the technician is back online.
Yes. We send SMS or email notifications when a technician is on the way, with an appointment window.
Field Service runs on top of Service Cloud, so cases and work orders live together.
Yes. Contractors can use the mobile app or a portal with access limited to their own jobs.