Field Service lightning is a brilliant tool capable of managing work orders, scheduling, and the mobile workforce. It allows you to create records that represent your Field Service Technicians, Dispatchers, and Agents. Records also include details of their skills, location, and availability.
Also, FSL works with the service cloud, and add functionality monitoring, dispatching and reporting the activity of the field service representative.
Salesforce field service lightning product is targeted at dispatching the most suitable employee to the right place on time so that they may meet up with customer's expectations. Leading players of field service lighting are Administrator, Agents, Dispatcher, Mobile Worker/Technician.
Cynoteck is proud to be recognized by top B2B service listing sites for its exceptional client satisfaction and delivery across various technologies.Get in Touch
Work rules allow admins to manage service level agreements or business territories and priorities.
It captures electronic signatures for service reports and work orders.
Helps managing jobs from any mobile device.
Let's quickly examine the features of salesforce field service:
The role of filed service lightning implies providing an efficient approach to create work orders that allow users to attach their job details to it. Let's not forget the users are the main focus of FSL. Work orders help us to provide standard maintenance, manage assets, track products, and repairs, etc. Field Service Lightning gives us a consistent, mobile-friendly user interface
Adding client skills to the work order is vital for speeding up the scheduling process since the work order makes it easier to identify technicians with the needed skills. Also, it would be more convenient to send the most suitable technician for a task; thus, improving the satisfaction between customers and technicians. The work order line items allow users to explain their requirements to technicians explicitly.
A useful appointment calendar is vital because it helps to improve a team's productivity. To achieve this, the appointment schedule needs to be done smartly through field service lightning tools. In FSL, the dispatcher console is the tool dispatchers use to schedule appointments, book instant appointments, and dispatch technicians. More importantly, it dispatches the right service appointment to the most suitable technician on time. However, routing and dispatcher console improves travel calculation, improving productivity by allowing technicians to complete more jobs per day.
The timesheet plays a significant role in tracking the time a technician starts and completes a job. Real-time monitoring, employee tracking, and the use of timesheets in FSL improve technicians' overall productivity. Technicians record their working hours as well as their break hours and travel time. With timesheet entries, technicians also add the time spent on each work order line item.
The mobile app makes it easy for technicians to collaborate with the office teams when they are on-site. Unlike the salesforce app, FSL mobile app was created for work order execution (job information); hence, it doesn't show reports, accounts, dashboards, contacts, etc. The offline features of the app allow technicians to perform their jobs in non-network regions. The app can also suggest the best route a technician should follow to get to their destination on time. It is super-fast and can display the previous tasks completed by technicians.
Cynoteck has an expert team of certified Salesforce consultants offering a full array of salesforce services. We take pride in being one of the leaders in Salesforce services for more than a decade. Our clients have trusted us time and again, which reflects our dedication and professionalism.