AT&T Workforce Manager vs. Salesforce Agentforce Field Service vs. Shiftboard

Any organization that is collecting any kind of data in the field, especially if they're using paper forms, should strongly consider switching to AT&T if only for their Wireless Forms. Wireless Forms is the most powerful tool in AT&T Workforce Manager. Combine that with Timekeeping and Intelligent Tracking to really improve efficiency and accountability.

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We've demoed quite a few models, different companies. I know Salesforce has huge backing, but even so they're open to customization and solutions. Some of the competition, keep in mind for my industry, there's not a lot of options out there. We're not your typical Salesforce target market. I mean we're not really selling a lot. I mean, quite honestly, I don't even have a sales department because can't do all of the work that my current customers need me to do. So I don't need to go drum up new business. I just needed it for more of tracking and a work management solution. And in the construction, specifically utility construction, industry, there's not a lot of options, but it definitely was the best option for us.

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It's a great intro into a workforce management tool, but our use of it is basically as a calendar without it being linked to our actual calendars. It's just another tab that we have to keep open throughout our workday. It's great that we're able to see everyone who is working at what time and what channel of support, but I believe that there are visual aids that can be added to it to make everything much easier to read and more user-friendly.

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• Wireless Forms gives users the ability to digitize any paper form. You can include text, number, camera, audio, and bar codes, among other fields.
• Intelligent tracking provides a location any time a user is moving or performs any action.
• Robust reporting provides actionable data that organizations can use to make strategic decisions regarding their fleet and workforce.

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• Real Time Communication with back-office team When our nurses need anything by using mobile app they can reach out to our back office team to resolve their issues
• Utilization of resources We can see the all the appointments view with the assigned representative in a single page so We can assign more appointments if any resources has any free slot it is just a drag and drop
• It helps us to automate the process like delay or reach notification we can also route the appointments based on representative skill set, location and urgency of task

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• Mobile accessibility
• Cloud-based software
• Compliant with all necessary information security standards

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• It is currently not possible to create mass geofence alerts. Alerts need to be created per geofence. This can be a big undertaking for organizations with many addresses.

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• Our biggest complaint is the optimizer removes jobs from the schedule at times and they are hard to track down and if missed we may not have a tech show up at all for the customer.
• Reporting off of Service Appointment history is challenging
• Without having a developer adjust your views the amount of available fields can be overwhelming.

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• The ability to print a month view of the schedule would be a great benefit.
• The signup list is a great feature, but there are too many steps to make it easy to use.
• The bulk add and delete process works well, but tends to be confusing for users.

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As of right now there is not a alternative that seems to offer all of the functionality with a vision of what is needed in the future. It is my belief that ClickSoftware will remain a leader in Mobile Workforce Management for a long time.

Within a week a scheduler can confidently navigate the program and from there they learn more niche tools but from the beginning they can hit the ground running. With different user views available the developers can narrow down what is needed based on your job role which has been invaluable.

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The customer experience/service department and technical support teams work through any situations that arise. They are responsive and provide excellent service.

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Having a program that gives sales leaders a real time view was game changing. Time was always an issue because there wasn't always a sales leader available for closing sales. This has allowed for any sales leader to jump in and help make the sale without the need to do a warm transfer.

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I never sought out Shiftboard support.

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Overall the training was quite informative but did lack detail in some areas. It had all of the necessary content for an experience product user but didn't offer enough information for a new user to complete the training and then feel comfortable in real-world situations running or managing the software. I would recommend this course for anyone with at least 1 year of full-time exposure to the ClickSchedule product.

I have added a few of the many Salesforce products we use. We also use HubSpot but they all have different functions so not really comparable as they are used for different things/ teams.

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We have not used another product like Shiftboard at our company.

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• With AT&T Workforce Manager I've helped government and private organizations save money by identifying idle time in fleets, reducing data collection time in the field, and cutting on employees padding their timesheets.

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• ClickSoftware (ClickSchedule) has allowed for a technician work schedule to be fuller
• ClickSoftware (ClickSchedule) has improved efficiency of the mobile work force when it is adhere to, and excessive rule violations are avoided.
• ClickSoftware (ClickSchedule) has increased accountability of the mobile work force throughout the day.

• Effective allocation to proper shows/projects for our network
• Effectively catches any discrepancies between scheduled hours and actual hours for employees
• Requires significant manpower to maintain scheduling accuracy

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info