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Salesforce Field Service Lightning Implementation
There are many moving pieces in a field service business. Salesforce Field Service Lightning (FSL) allows you to manage customer tickets, work orders, scheduling, equipment, and invoicing within a single platform.
Implementing Salesforce FSL can make your field service business more efficient as dispatchers and field crews become more aligned.
Dispatch crew members more efficiently
Assign work orders based on skills, service areas, and available equipment. View team members’ availability in an intuitive scheduling tool and determine the quickest route through Salesforce Maps.
Take FSL into the field
Access details of the job, customer locations and route information on the go. Continue using the app while offline and save any changes once the internet is available.
Track labor, parts, and equipment
Monitor the equipment held by each team member. Report on the work hours spent by field crews at each job.
Gather customer signatures through the mobile app. Send invoices as soon as a job is marked complete.
Your Processes. Improved.
In any implementation, we devote the first phase of the project to learning your business and your current processes. We then partner with you in determining how Field Service Lightning can best support your day-to-day operations. With the vision documented, we configure the platform to best suit your business needs. Our project ends with training, ensuring each team member feels comfortable using the new functionality.
Strategy & Design
We work with your team to identify the system requirements and customization, then design a solution that fits your unique needs. We’ll also identify opportunities to make your current processes more efficient.
With requirements defined, we configure the software, setting up features like the scheduling dashboard, field crew service areas, tracking for parts and equipment and templates for creating work orders.
Connecting Field Service Lightning to other systems can greatly extend the impact of the platform. We integrate FSL with ERP systems, external equipment databases and other software systems that tie into business operations.
We provide training for system administrators and end-users with a goal of setting you up to support the solution internally by the project’s end. Training on the mobile platform is key for ensuring a strong ROI with the platform.
Our Clients Range from SMBs to Enterprise Companies