Field Service

Customer Stories

Learn How Kelley Austin Transformed Field Operations and Quoting for a Leader in Electrical Infrastructure with Salesforce

Kelley Austin helped a leading professional services company streamline field operations and improve quoting by implementing Salesforce Field Service and CPQ — transforming their fragmented processes into a unified, efficient system.

A Roofing Company Boosts Customer Satisfaction with Salesforce Field Service

With more efficient scheduling and automation thanks to Salesforce Field Service, our client in the Construction Industry saw significant gains in productivity and customer satisfaction.

Revolutionizing Roofing Sales: How Sales Cloud and Salesforce Maps Boost Business Growth

After implementing Sales Cloud and Salesforce Maps, our client can operate out of a single platform that provides team members and sales reps with a holistic view of their customer data.

An Oil & Gas Company Transforms their Salesforce Org

A leader in the Energy & Utilities Industry grows their marketing and sales efforts with enhancements in Sales Cloud, Service Cloud, Experience Cloud, and more.

New Product Implementation

Whether you’re new to Field Service or need to expand your instance, our team of experts is here to help you get the most out of your investment. We provide implementation services ranging from out-of-the-box complexity to fully custom solutions for your business.

Product Enhancements

Drawing from our experience assisting businesses across various industries, we're committed to helping you unlock the full potential of the platform. Let us guide you in maximizing your investment and enhancing your field service capabilities with Salesforce Field Service.

Data Migrations & Integrations

If you’re currently using Field Service Management software that you’re starting to outgrow, we can help you transition to Salesforce Field Service. By partnering with experienced professionals, you can make the transition between service platforms seamless, ensuring minimal disruption to your operations. We can also work with you to integrate third-party applications with your Field Service instance.

Managed Services

After implementation, you need to have the right resources to support your team and needed changes/enhancements.

We provide dedicated resources for set hours per week based on your needs.

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System Architecture

There are hundreds of ways to solve challenges with Salesforce, however, there is always a “best” way. When working with multiple Salesforce products, you need to make sure an expert guides your architecture decisions.

Implementation Repair

Whether your business experienced a bad implementation in the past or your Salesforce org is several years old and full of technical debt, we’re here to help you get back on track.

Field Service Features

Field Service: Dispatcher, Technician, Contractor, Contractor Plus, Field Service Plus, Einstein 1 Field Service

The Salesforce platform designed to streamline and optimize your field service operations. Salesforce Field Service empowers organizations to efficiently manage their field workforce, schedules, and resources while ensuring timely and personalized customer service.

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Work Order Management

Your work management system shouldn't cause distress. There’s never been a better time to digitize your entire work order lifecycle. With Work Order Management, you can quickly create, assign, execute, and debrief work orders. We’ll work with you to streamline your field operations, leveraging the power of Salesforce and Field Service.
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Territory & Resource Management

Service territories help you organize your field service workforce and ensure that service resources are assigned to service appointments near their home base. We'll collaborate with you to establish the optimal setups for Field Service, ensuring that your Territories, Teams, Warehouses, Vehicles, Hours of Operations, and Skill Sets align seamlessly with your business objectives. Our goal is to equip your field service teams for success, covering all aspects from initiation to completion.
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Inventory Management

With Field Service Inventory Management businesses can seamlessly request and transfer products, track consumption, and process customer returns. Our team will work with you to ensure you’re utilizing best practices when it comes to inventory management for your industry.
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Asset Service Management

Monitor service outcomes and create preventive maintenance plans based on asset use, condition, and specific criteria. Proper asset management is critical for ensuring that your field technicians can successfully complete jobs while managing and tracking how assets are consumed. Our team of experts can work with you to implement an effective Asset Management system within Field Service.
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Appointment Dispatch & Scheduling

Seamlessly dispatch scheduled service appointments to your mobile workers. Enhanced capability incorporates various factors like travel duration, expertise, and geographical coverage to guarantee optimal team allocation for every assignment. Our team will work with you to tailor the Field Service dispatcher console to accommodate your business, ensuring precise resource allocation aligned with your specific needs.
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Field Service Mobile App

Designed as an offline-first app, Field Service mobile is an all-in-one tool optimized for a modern mobile workforce. Features include Mobile Assistant, Pre-Work Briefs, Geolocation Tracking, Inventory Management, and more.
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Service Contract & Maintenance Plans

Whether your business involves selling products requiring maintenance or providing recurring services, Field Service offers the necessary tools to monitor service contracts and set up maintenance plans effortlessly. We’ll work with you to define your offered products or services, simplifying the management of service contracts and maintenance plans. This ensures that your clients are well-prepared to receive top-notch service and support from your company.

Slack for Field Service

With Slack for Field Service, you can quickly enable your mobile workforce with uninterrupted connectivity and prompt support whenever required. Quickly mobilize for service appointments and leverage the expertise of colleagues across your organization.
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Field Service AI

Powered by the Einstein 1 Platform, Salesforce Field Service enables companies to drive productivity in the field with trusted predictive and generative AI backed by real-time data. Field Service AI tools allow technicians to work more efficiently with features such as Pre-Work Briefs, on-site Knowledge Search, and auto-generated Post-Work Summaries.
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