Salesforce Field Service, including and replacing the former Click Field Service Edge (CFSE) that was acquired with ClickSoftware by Salesforce in 2019, was a field service management software solution that is now available on the Salesforce Service Cloud. The solution is designed to give field service organizations the flexibility to adopt the features and functions they need, and to expand as and when their business requirements evolve.
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ServiceTitan
Score 7.9 out of 10
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ServiceTitan is a cloud-based field
service management solution. The platform includes CRM, intelligent dispatch,
comprehensive reporting, marketing management tools, mobile connectivity for
field techs, and QuickBooks integration.
The platform's core product offers
advanced job booking, drag and drop dispatch board, communication with
technicians via integrated texting, email and calls, and advanced reporting.
The technician mobile solution allows for paperless invoicing, virtual…
ClickMobile can be implemented in virtually any organization that has a need for a Mobile Workforce Management system. The only real limitations or concerns will be with the backend hardware architecture. Sectors that have really seen the best utilization of the software are ones that have a dynamic service schedule and need to be extremely flexible with their customers service needs. In a day where customer service is so important to an organizations ability to remain the market leader it is extremely important for an organization to consider implementing a mobile solution. For organizations that already have a mobile management solution in place it is critical that they continuously reevaluate the system in order to remain competitive in their market and drive down operational costs. Change can be difficult for many organizations and the buy-in from the Field resources, who will ultimately be utilizing the mobile solution on a daily basis, will be critical when implementing something like ClickMobile. If the field resources are not able to accept a change to process then Change Management needs to take place during the implementation. It is generally a good rule to begin Change Management at the beginning of any large project, such as one where a mobile solution is being introduced.
LIES! LIES! LIES!!!!!!!!!!!!!!!!!!!!!!!!Service Titian caused us so much grief and our company thousand's of dollars. They promised us they work well with our Quickbooks program. LIES! The amount of hours we spent on the phone with them, they should be paying me! All the issues that came about, they didn't even know how to fix themselves. We had to wait days for them to come up with solutions and call us back. So many batch's we transferred over to Quickbooks the amounts were completely wrong, doubled our transactions, or put into the wrong place. As you can see with other reviews the managed tech's price is outrageous. As well as the time cards, we always had errors we had to fix with that as well. DO NOT USE SERVICE TITIAN, IT WILL MAKE YOUR JOB 1000X HARDER!!!!!!!!!!!!! WAY TOO COMPLICATED THEN IT NEEDS TO BE AND HALF THE EMPLOYEES DON'T KNOW HOW TO HELP YOU.
Real-time tracking. The biggest problem in logistics in, my opinion, is knowing if your products are arriving on time or not especially as it pertains to food, that was huge here.
Most of our managers travel constantly from corporate to distribution because of how centralized the company is they needed something flexible that allowed them to run reports whenever and however.
Ease of use - I'll be honest in that our employees are not the cream of the crop as it pertains to their education, this software made the learning process simple.
We'd like to be able to text estimates (currently, email is the only function)
We'd like to have audit trails on Customer and Location records (currently only at the job level)
We'd like to be able to email/text the customer multiple options within estimates, like the techs can do on their tablet, it's just not a function that can be presented by the office.
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.
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 only recall reviewing the Oracle Scheduler a few years ago, and it was not as robust or user friendly on the GUI as ClickSchedule was. We have reviewed no other such solutions that I am aware of, we are a long time user of the ClickSoftware line of products especially Schedule and Analyze.
No comparisons. Everyone tries to emulate Service Titan. Service Titan has had the best support. Service Titan also seems like they have a better development team to build out their product and listen to client feedback. Where that's helpful is that they're constantly pushing the envelope of what's possible with enhancing client experience and streamlining operations for a business owner.
