Field Service Automation

So your business runs a Field Service organization? Do you recognize the following common challenges?

  • Are your planners spending a lot of time planning service requests manually?
  • Is management lacking data and insights to manage the field service process effectively?
  • Are your Field Service technicians wasting time during the day filling out forms and finding optimal routes?

If this sounds familiar and you are eager to no longer accept this status quo, keep reading to understand how much more efficient and customer friendly your Field Service can be. How? By bringing all your data together and using it to optimize your Field Service process.

Field service automation has become an essential tool for companies that want to optimize their field service operations and provide a better customer experience. Whether you are in manufacturing, high-tech, or any other product service related business, automating tasks such as planning, dispatching and tracking, field service automation can help companies improve efficiency, reduce costs and increase customer satisfaction. 

Key benefits

So what are the key benefits of Field Service Automation for management, service employees, planners & dispatchers, and field service engineers?

Benefits of Field Service Automation for Management:

  1. Improved visibility: Field service automation provides real-time visibility into service operations, allowing management to monitor service requests, track technician locations, and manage service delivery more effectively.
  2. Better resource management: With field service automation, management can optimize resource allocation by assigning jobs to the most appropriate technician based on their skills, location, and availability. This helps to reduce travel time, improve response times, and maximize resource utilization.
  3. Enhanced decision-making: Field service automation provides management with valuable data and analytics that can be used to make more informed decisions about resource allocation, scheduling, and service delivery. This helps to improve the accuracy and effectiveness of decision-making, which can ultimately lead to better business outcomes.

Benefits of Field Service Automation for Planners & Dispatchers:

  1. Streamlined scheduling: With field service automation, planners and dispatchers can quickly and easily schedule service requests based on availability and skills of their technicians. This helps to reduce errors and minimize delays, which in turn can improve customer satisfaction.
  2. Improved communication: Field service automation provides planners and dispatchers with real-time visibility into technician locations and job status, allowing them to communicate more effectively with both technicians and customers. This helps to reduce miscommunication and, once again, improve customer satisfaction.
  3. Faster response times: Field service automation can help planners and dispatchers to identify the nearest available technician and assign them to the job, reducing response times and improving service delivery.

Benefits of Field Service Automation for Field Service Engineers:

  1. Improved productivity: With field service automation, field service engineers can access job details and customer information from their mobile devices, increasing their mobility and allowing them to complete jobs more efficiently and accurately. This helps to improve productivity and reduce errors.
  2. Better customer service: Field service automation provides field service engineers with valuable customer data and insights, allowing them to provide personalized service and resolve issues more effectively. This helps to improve customer satisfaction and build long-term customer relationships.
  3. Enhanced safety: Field service automation can help to improve technician safety by providing real-time visibility into job details and hazards. This helps to reduce the risk of accidents and injuries, ensuring that field service engineers can work safely and confidently.

Salesforce Field Service Lightning demo

Our go-to field service automation tool is Salesforce Field Service Lightning. We’ve created a demo, explaining how it works and showing the benefits it can bring.

See all 3 parts below and learn how it can benefit your business!

1: Creating a case
2: Field Service Gantt
3: The Mobile app


Want to know how we can apply Salesforce Field Service Lightning to your organization? Leave your contact info in the form below and we’ll be in touch with you soon!

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