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Field Service

The crews on the territory: optimized scheduling, offline mobility and on-site signature — the service that moves.

FOCUS · SERVICE IN A VANThe right appointment to the right technician: the optimizer that does the puzzles for you
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01 · What it is

Field Service, made clear.

Field Service brings Service Cloud onto the territory: interventions become appointments planned by the optimizer (skills, spare parts, travel, SLAs), technicians work from the mobile app even offline — asset history, checklists, photos, signature — and the customer gets tracking like for a delivery.

Ottimizzatore
skills, distances and SLAs: the crews' day computed, not argued
Offline
the app works in the basement and on the site: it syncs when the network returns
Asset
the history of every installed machine: what it has, what it had, what it needs
Field Service
OFFICIAL SALESFORCE BRANDING · FIELD SERVICE
INTERFACCIA REALE · SCHEDULING OPTIMIZATION · FONTE: SALESFORCE
REAL INTERFACE · SCHEDULING OPTIMIZATION · SOURCE: SALESFORCE
02 · How to use it well

The things that make the difference.

The intervention cycle

Request / scheduled maintenancefrom case to work order
Optimized scheduling
The technician's mobile app
Spare parts & van stock
who goes · with what · how
Report, signature, photosthe intervention documented
Billing & CRMthe loop closed
From ticket to van, without phone calls

Real scheduling rules

Zones, skills and priorities modeled on YOUR operations: the optimizer is good if instructed.

Spare parts on board

Van stock and requests: the second trip (the one that costs) cut to a minimum.

Scheduled maintenance

The plans on the assets generate work by themselves: the contract honored without spreadsheets.

The informed customer

Time window, technician on the way and signed report: the perception of the service changes.

03 · In depth

Scheduling, mobile and the right technician

Field Service optimizes the interventions: the scheduling engine respects skills, territories, SLAs and routes (global nightly optimization and in-day repairs); the dispatcher console shows gantt and map; the mobile app (offline-first) guides the technician with checklists, signatures, photos and spare parts; assets and maintenance plans generate the preventive orders; Agentforce and IoT data open up the predictive.

  • Scheduling engine — skills, SLAs and travel optimized: more interventions with the same technicians
  • Dispatcher console — gantt, map and alerts: the control room that sees everything
  • Mobile offline — the app that works without a network: basement, site, countryside
  • Work plan — checklists and mandatory steps: uniform quality in the field
  • Asset & manutenzioni — the preventive plans that generate orders: the failure anticipated
  • Ricambi — van stock and requests: the right part on the van
04 · Numbers and lifecycle

The numbers that matter.

+22%
the declared technician productivity
first-time-fix
the metric the module raises: skills+parts+instructions
offline
the mobile that doesn't depend on the signal
in-day
the re-optimization when an intervention falls through
Field service is continuous optimization: territories, rules and mobile configured by us — more interventions, fewer kilometers.
05 · Use cases

Where it really pays off.

Technical assistance

Installations and repairs with contractual SLAs.

Recurring maintenance

Plants and machines with scheduled plans.

Utilities and telcos

Large volumes of interventions, optimized for real.

Field service is logistics + knowledge: Field Service unites them, we adapt it to your trade.