Revit vs. Salesforce Agentforce Field Service

Revit is very well suited to creating designs and construction documents for standard buildings. Buildings that need to utilize phasing in their construction process are also well suited to this software. Revit is not as well suited to buildings that have irregular shapes or components that need to be highly detailed.

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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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• Revit allows users to create real buildings and is very much rooted in making functional buildings.
• Revit allows users to collaborate both within their own firms and with other types of firms as well. This is particularly useful for coordinating buildings between architecture and engineering firms.
• Revit integrates fairly well with other programs such as AutoCAD and Sketchup. This allows us to bring in elements modeled in other programs into our revit models.

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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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• Versioning - Revit is not backwards compatible. This creates issues if you are working with people who are using older versions as you cannot save to a previous version. I understand why this is and I do not see this ever changing, however, Its very annoying.
• Autodesk - They are the 800 pound gorilla in the industry. The lack of competition inhibits development and it seems Autodesk has put more effort into its BIM 360 platform and Revit development has suffered because of it. I would like to see better competition so Autodesk would step up its game.

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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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We will almost certainly be renewing all of our current seats of Revit and will likely be adding seats as we look to get more and more of our staff trained and using Revit. The software is starting to become the standard for our projects as we move forward as more and more of our clients are requesting or accepting use of it

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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.

It is a professional environment, but far from easy and overly complex in many places. The system is often too deep in settings and overrides (see Visibility/Graphics in combination with linked files, filters, color overrides and view templates). I don't really like the dialog-in-dialog interface and its spartan looks. But it works well overall if you know what you are doing.

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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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Revit seems to always be available when I need it. I have not experiences an outage. There are occasions where we need our internal IT department to trouble shoot a file on our Revit dedicated server and that sometimes causes a delay however that is not a software access issue

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Revit is a fairly graphics heavy piece of software. It is powerful in its capabilities but as a result it takes a lot of the graphics card, the memory, etc. For all that it can do and the specs of my computer I find it pretty good from a performance standpoint

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Autodesk has always had a good support system in place. There is a massive user base for Revit, and there are thousands of forum threads and other discussions online about any and every problem that you could ever run into. For being such a large program with so many different options, there aren't many roadblocks or pitfalls that users can fall into.

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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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The training was Revit Essentials and it was very beneficial. I would say that it is best to get the training right before you know you will be using Revit as learning the basis then applying what you learned immediately is the most effective and best value for your money.

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The online training is hit or miss. I feel that its better to be live to be able to pace and ask questions to a live person as you are learning hwo to do things. Its not natural to learn Revit especially if you know AutoCAD so my suggestion is the live training

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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.

Implementing Revit as your main drafting software (i.e. moving to BIM from CAD) may be a tough decision if you have learned drafting. It is a different way to approach and think about developing a project. However, if you are able to adapt to a new way of thinking and get used to it by working through a few projects than it is as efficient as CAD in most areas in general and will also be both better/worse in some areas

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Revit is used primarily for creation of contract documents and documents that need to be used to build in the field. Sketch Up is great for a quick concept sketch, but lacks the details that Revit has which are needed to construct. AutoCAD is a great tool for details as well, but does not have as many building capabilities as Revit.

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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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While I am not directly involved with the deployment of Revit, it seems that our internal IT department has appreciated the ability to increase or decrease the number of seats. I have never had an issue with the deployment if and when needed, especially regarding the availability of a set

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• Though implementation of Revit is usually front heavy which means a lot of effort is put in at the front end of the project, the return of investment towards the remainder of the project is really good. All the effort in decisions made at the beginning of the project pays off with Revit incorporating all the building information in the model so the team can glean from this throughout the life of the project is a major plus.
• A major negative is the many false assumptions that comes with using Revit on a project. Just like any other computer application, Revit is only a tool. It's only as good as the operators who implement this tool. Revit is not a cureall for fixing all the problems that still can come out throughout the life of a design & construction project.
• A major positive for our office involving the use of Revit is the ability for our staff from multiple offices to work on the same project central file. We don't need to maintain an expensive server. With the addition of Collaboration for Revit the entire project can be stored in the cloud for our staff to access and complete the project faster than ever.

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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.