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Salesforce Field Service

Salesforce Field Service
Formerly Click Field Service Edge

Overview

What is Salesforce Field Service?

Field Service (formerly known as Field Service Lightning) is a customizable, mobile-friendly field service hub in Salesforce. It provides tools to manage work orders, scheduling, and a mobile workforce.

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Recent Reviews

Not ready for Prime Time

1 out of 10
March 16, 2019
My company is currently using ClickMobile to manage the schedules of 1,000+ field clinicians. It is supposed to perform real-time tracking …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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Contractor

$50

Cloud
per month per user

Contractor Plus

$75

Cloud
per month per user

Dispatcher

$165

Cloud
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.salesforce.com/products/fie…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $50 per month per user
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Product Details

What is Salesforce Field Service?

An AI platform for field service with features that help users to enhance customer engagement with real-time personalization, optimize field teams with an inbuilt scheduling engine and access to offline data, as well as the ability to improve field visits with the help of trusted AI built on the Einstein 1 Platform.

Salesforce Field Service Features

  • Supported: Appointment Scheduling
  • Supported: Work Order Management
  • Supported: Dispatching
  • Supported: Activity Tracking
  • Supported: Service History
  • Supported: Forecasting and Planning

Salesforce Field Service Screenshots

Screenshot of Screenshot of Screenshot of

Salesforce Field Service Video

How to Optimize Field Service Teams | Salesforce Demo

Salesforce Field Service Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported CountriesAll

Frequently Asked Questions

Field Service (formerly known as Field Service Lightning) is a customizable, mobile-friendly field service hub in Salesforce. It provides tools to manage work orders, scheduling, and a mobile workforce.

Salesforce Field Service starts at $50.

ServiceTitan, SAP Field Service Management, and HouseCall Pro are common alternatives for Salesforce Field Service.

The most common users of Salesforce Field Service are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(32)

Attribute Ratings

Reviews

(1-2 of 2)
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Souvik Basu, CSM® CSPO® | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We have implemented solutions for our business through Salesforce Field Service solving real life problems like Defect liability period (DLP) for Real estate domain. Previously as well, Salesforce FSL had been used as the tool to improve on the existing legacy system to dispatch technicians from Business side when they faced complaints/issues which the Business is liable for.
  • Great dispatcher service which helps the Field Service managers
  • Great view of the availability of the technicians
  • Ability to track real time any updates about the service appointment
  • License could be less pricier esp. the dispatcher license
  • Restricted workflows and data visibility, along with slow performance can complicate the experience for the technician
  • Since we use devices primarily for this like Ipad and Android devices, the mobile app needs to be improved which crashes often
1) I am a homeowner, who has moved in less than 1 year ago so my maintenance (DLP period) is still active. I face issues in my home and call the service center to fix the issue (can be any kind of issue like furniture or electrical etc.). The whole process that happens after this after this initial case is raised is taken care by Salesforce FSL which is amazing.

2) Not only for real estate, but same scenarios can work for any industry like even utilities (water management company) who are responsible for home water. So if water is hard, customer calls the service center, a case is raised on and then on managed via Salesforce field service.
  • Positive Impact being customer satisfaction
  • Positive being able to manage technicians better
  • Positive being tracking of the service requests
I know of IFS but I do not think it is a worthy or close competitor to Salesforce Field Service lightning as its not that user friendly yet with a complicated interface. Also it does not have the name and respect and brand value that Salesforce commands in the market thereby making it easier for Business to approve.
Score 1 out of 10
Vetted Review
Verified User
My company is currently using ClickMobile to manage the schedules of 1,000+ field clinicians. It is supposed to perform real-time tracking and sync with office staff. We hoped to integrate it with our billing and time reporting systems, but that is a long way off.
  • They apparently have an excellent sales team.
  • Click has a long way to go to improve functionality of its current features. It is buggy and slow, and does not sync correctly with scheduling.
  • Mobile users can only see one day at a time, making point-of-care scheduling cumbersome.
  • Tech support is only provided to end users by email.
Advertised as an integrated solution for home care field clinicians, but it does not work offline, allow staff to view entire schedule, or enter recurring appointments.
  • Field nurses are spending 4-5 (paid) hours a week trying to troubleshoot this software.
1500
Field clinicians Staffing Managers
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