The Field Service mobile app by Salesforce is a brand new way to bring the full power of Field Service management to your mobile workforce. Improve first visit resolution by arming employees with this best-in-class mobile solution. Built to be offline first, Field Service presents information in a clean and easy-to-use user interface and arms your workforce with the latest information with in-app notifications.
Backed by the Salesforce1 platform, this application lets you customize and extend the app to empower your mobile employees with whatever they need to easily resolve issues in the field.
Note: This application requires your Salesforce org to have Field Service. Individual users must be provisioned with Field Service Technician licenses to use this application. Please contact your Salesforce Account Executive for more information on purchasing Field Service and user licenses.
Features:
- Easy-to-use thanks to an optimized, clear, and beautiful user interface to view service appointments, work orders, inventory, service history and other important information from anywhere.
- Mapping, navigation, and geolocation capabilities let you know where you are, where you’ve been, and where you’re headed next.
- Offline-first design with intelligent data priming and offline actions to let you finish work regardless of network connectivity.
- Collaborate in real-time with dispatchers, agents, managers, and other technicians or mobile employees using messages and photos through Chatter.
- Access relevant Knowledge Articles to help you finish tricky tasks.
- Stay informed with the most up-to-date information with automatic push notifications to relevant users.
- Easily obtain proof of service using your touch screen to capture customer signatures.
- Quickly generate and send Service Reports to your customers after completing jobs.
- Seamlessly manage your Van Stock inventory or record product transactions using a Price Book.
- Plan ahead by viewing the parts required to complete a job, and easily record the products consumed after completing a job.
- Extend and customize this application using configurable layouts to reorganize information, and list views to control user schedules. Custom tailored quick actions, Salesforce Flows, and deep-links to other apps allow users to tackle any case.
- Declare your time off by recording it in the application
- Scan barcodes and QR codes directly from the app
- Intuitively visualize the different steps required to finish complex jobs with work order line items
- Quickly get up to speed by viewing asset service history information.
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Summary of user reviews
Positive highlights
🌟
This app hasProvides detailed job information, including location and map
📅
This app hasUser-friendly calendar-style schedule
🔍
This app hasHelpful search and barcode scanning features for inventory management
🌐
This app hasIntegration with Google Maps and other navigation apps
💻
This app hasConvenient mobile app version of the desktop software
🌟
This app hasOverall smooth and efficient performance when working properly
🎨
This app hasGood contrast and visibility in bright sunlight
Negative highlights
⚠️
This app hasFrequent crashes, bugs, and glitches
🕰️
This app hasSlow performance and long loading times
📱
This app hasUnreliable notifications and lack of customization options
🔒
This app hasIssues with location tracking and automatic status updates
🧭
This app hasInaccurate or misleading navigation directions
📝
This app hasComplicated and unintuitive user interface with too many steps
🔋
This app hasDrains battery life quickly
🚫
This app hasLack of important features like PDF uploads and travel time tracking
🤯
This app hasCauses frustration and anxiety for many users
What's New in Salesforce Field Service
252.1.8
November 15, 2024
Meet Salesforce Field Service 252
* Pause notifications, data syncs, and location sharing with Standby mode.
* Find records with a simple search view that has filtering and sorting capabilities.
* Distinguish completed and scheduled appointments with color-coded map pins.
* Launch Data Capture forms from the Forms tab (Beta).
* Minor fixes and improvements.