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Proactively Manage the Health & Safety of Field Technicians and Customers

A comprehensive field service management for Salesforce

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Symptom Checker

symptom-checker-icon

Proactively manage health & safety of your field technicians amid lockdown

Break the chain by assigning field technicians with self-screening and saving test kits

Includes COVID19 Self-Screening

Dispatcher Console

Symptom Checker

Easily match customer support requests to assign 'COVID-19 free field technicians' and help flatten the curve

Share field technicians self-assessment records to break trust barriers and extend the risk-free experience

Notifications

Symptom Checker

Maximize utilization of time, resources and personnel with automated notifications

Aid the white coat gods by avoiding community spread

Field Force Management

Solution designed to go
everywhere you go


Our Field Service Management solution is designed to deliver an integrated, proactive and easy to use interface to overcome obstacles such as diverse job skill requirements, lack of parts, travel schedule, and meeting service level agreements.

Field Service Management for Salesforce

+

35%

First Time Fix Rate

Field Service Management for Salesforce, to schedule and manage your Field Service Operations that increases technician efficiency and customer satisfaction.

FieldForcePro provides greater collaboration between Contact Center Agent, Dispatcher Agents and Field Technicians by leveraging on the Salesforce platform, Lightning components, and Salesforce1 mobile application. Enabled with Assisted Scheduling and field ready functionalities, FieldForcePro boosts the technician productivity and increases your First-Time-Fix rate by 35%.

Visually Plan Field Force Management and Improve Customer Satisfaction

Reduction in Field Service Costs in Work Order Scheduling

Customer First

Improvement in Customer Satisfaction

Connected Interactions

Shorter Case to Work Order completion cycle time

Empower Organizations

logo 360++
Our customer 360++ ensures a single and enriched view of information about customer, field technician, dispatcher and contact center agent; addresses the last mile challenges to achieve a seamless transition between the field service application and other siloed or peripheral departments across the organization.

A day in field operations can often change and be unpredictable as even the best laid plans are affected, if emergency work comes in or jobs overrun

Why FieldForcePro?

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  • Benefits for Service and Operations - It quickens Field Operations Management process. You can prioritize and assign jobs quickly and easily. View work orders from anywhere, anytime
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  • Benefits to IT - Simple and cost-effective integration with existing CRM and ERP Systems
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  • Benefits to Finance - Improve cash flow and provide immediate visibility into jobs invoiced and outstanding
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  • Benefits to Management - Achieve a connected organization with better visibility and enhanced commnunication

Work Faster and Smarter in the Field

Maintain a real-time view of your field technician's activities across all touchpoints of the service operations

Work Order Management
Case creation

Work Order Management

Visibility to accounts, contacts, and assets and being the first point of contact with the customers, Contact Center agent creates cases based on customer issues and then creates work orders based on the case details.

Dispatcher Console
dispatcher

Dispatcher Console

Dispatcher agent views the dispatcher control to see the list of technicians and work order assigned to them. Technicians list is shown based on service territory, work type (Repair, Installation etc.), business calendar, skill sets and work order service duration.

Field Technician Console
Field Technician

Field Technician Console

A console which is Lightning ready and integrates with the Salesforce1 mobile app helps improving the productivity of field technicians. View assigned work orders from anywhere, anytime. Receive customer acknowledgment, preview and generate invoice, send an email notification to the customer.

Reports and Dashboard
Reports and Analytics

Reports and Dashboard

Service managers can have real-time visibility into open work orders based on parameters like service territory, work type and technicians assigned for the work orders. This helps the service managers prioritize on work order assignment to the field technicians.

  • Work Order Management
  • Dispatcher Console
  • Field Technician Console
  • Reports and Dashboard
case creation

Work Order Management

Visibility to accounts, contacts, and assets and being the first point of contact with the customers, Contact Center agent creates cases based on customer issues and then creates work orders based on the case details.

dispatcher

Dispatcher Console

Dispatcher Agent views the Dispatcher control to see the list of technicians and work order assigned to them. Technicians list is shown based on Service territory, Work Type (Repair, Installation etc.), Business Calendar, Skill Sets and Work Order Service duration.

Field Technician

Field Technician Console

A console which is Lightning Ready and integrates with the Salesforce1 Mobile App help Improving the productivity of field technicians. View Assigned work orders from anywhere, anytime. Take customer acknowledgment, preview and generate Invoice, send an email notification to the customer.

Reports and Analytics

Reports and Dashboard

Service managers can have real-time visibility into Open Work Orders based on parameters like Service Territory, Work Type and Technicians assigned for the Work Orders. This helps the Service Managers to prioritize on Work Order assignment to technicians.

field service manager

Jennifer Alison

Contact Center Agent

field service manager 8:30 AM

Jennifer, starts her day by creating cases and corresponding work orders for her field team.

Unassigned Cases
field service manager 3:30 PM

Receives real-time alerts and notification on work order closures and subsequent invoice generation. A consolidated view of field activities.

Work Order
field service manager 3:40 PM

The comprehensive service dashboard offers insights on the open and unresolved cases and work orders. He then priorities the assignment of those open work orders.

Email Notification
field service management

Mark Volker

Dispatcher

field service management 8:40 AM

Mark, uses the Dispatcher Console provided, to assign the Work Order to the right Technician using a combination of territory, skills, working hours, existing appointments and also travel time.

Field Service Management
field service management

Jason Smith

Field Technician

field service management 9:00 AM

Jason gets notified of the work order assigned and logs in to the Salesforce Community portal from his mobile device. He then accepts or rejects the work order based on his availability.

Field Service Management
field technician 2:30 PM

Attends to the field service request, investigates, replaces and repairs the equipments, updating the work order in real time to the contact center agent.

Field Service Management
field technician 3:30 PM

Gathers customer acknowledgment and service feedback. Triggers a call resolution report and invoice for the customer.

field automation work
field technician

Moves to the next service appointment in his optimized daily schedule

Leading Media Company boosts field service productivity by 39%

A large consulting group, which offers a range of media insights and audience measurement services through analysis of print, radio, TV, internet, cinema, mobile, social and outdoor media worldwide. The group also offers to operate their panel for official TV measurement service.

Seeing the strategic advantages to empowering their field teams, they have become avid users of field service management applications. They selected FieldForcePro from CRMIT Solutions to power a digital transformation of their field service business, empower their teams with valuable, easy-to-access data, and drive excellent customer experience.

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We're native to Salesforce

Built on the Salesforce platform, FieldForcePro gives you a complete customer-centric view of your business.

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Affordable Packages

Field Service Solutions built natively on Salesforce platform

Enterprise

Pro

$ 29 / user / month
  • Case & Work Order Creation
  • Contact Center Agent
  • Dispatcher Console
  • Field Technician Console
  • Inventory Management
  • Reports and Dashboard
  • Personalization
  • Customization
Contact Sales
Enterprise

Enterprise

Contact Sales

  • Case & Work Order Creation
  • Contact Center Agent
  • Dispatcher Console
  • Field Technician Console
  • Inventory Management
  • Reports and Dashboard
  • Personalization
  • Customization
Contact Sales

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