Powerful but rigid tool
Updated March 12, 2024

Powerful but rigid tool

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Salesforce Field Service

Implemented primarily for field crew scheduling and timekeeping. Has evolved to be our primary means of scheduling and completing fieldwork, including a newly created Operations & Maintenance (O&M) program. Has helped us standardize our appointment types as well as safety and quality practices. We use labor hours to estimate install efficiency and compare across crews as well.
  • Task Management
  • Crew Accountability
  • Appointment Scheduling
  • Flexibility/Customizability
  • Mobile app performance
  • Mobile app error handling and troubleshooting
  • Timekeeping
  • Scheduling
  • Capacity planning
  • Service Territories
  • Field Service allowed us to efficiently 2x our field crews in a year
  • Field Service allowed us to quickly build out new appointment types and workflows for our field crews
We had to contact support a number of times related to bugs that our admin/dev teams were not able to troubleshoot. Unfortunately the Salesforce support was not super helpful, asking us to perform steps that we already completed and included in the original support ticket. Then the problems couldn't be reproduced so ultimately the tickets got closed without resolution. LWC support in the mobile app is severely lacking.
We haven't yet taken advantage of any customer engagement features, but scheduling has gotten dramatically easier, and we recently began leveraging scheduling optimization features to make scheduling faster, easier, and most importantly, error-free. Being able to design and quickly update Work Plans and Work Steps for specific appointment types has been very valuable, but we would like this feature to be slightly more dynamic.
We evaluated some other field service software options but have not directly used any competitors. We selected Field Service because it integrates seamlessly with our existing Salesforce org, and has a more robust feature set than the competition. No regrets with selecting this tool for our specific use cases. Its flexibility and scalability were keys for our decision making process.

Do you think Salesforce Field Service delivers good value for the price?

Yes

Are you happy with Salesforce Field Service's feature set?

Yes

Did Salesforce Field Service live up to sales and marketing promises?

Yes

Did implementation of Salesforce Field Service go as expected?

Yes

Would you buy Salesforce Field Service again?

Yes

Because troubleshooting the mobile app remotely can be really challenging, the tool would be best suited for companies that have a main office where folks can get together and discuss issues in person. Desktop experience is complex but otherwise functions very well. Mobile app error handling could definitely be improved.