What are the Core Features of Salesforce Field Service Lightning? Posted by
MacLain JohnsonSalesforce Field Service Lightning (FSL) is a powerful tool that helps businesses of all sizes streamline their field service operations. With FSL, organizations can dispatch and track mobile workers, manage inventory, and optimize scheduling and routing in real-time. In this blog post, we will explore the key features of FSL in detail.
What are the Core Product Features of Salesforce Field Service Lightning?
Scheduling and Dispatching
FSL makes it easy for businesses to schedule and dispatch their mobile workforce. With FSL, dispatchers can view the availability of their field workers in real time and assign them to the appropriate job based on their skills, location, and availability. FSL also provides a drag-and-drop scheduling tool that makes it easy to reschedule appointments and adjust dispatches as needed.
Mobile App
FSL includes a mobile app that helps field workers stay connected to their dispatchers and customers. With the app, field workers can view their schedules, access job details, and get turn-by-turn directions to their next job. The app also allows field workers to capture customer signatures, complete job forms, and record time and expenses.
Work Order Management
FSL includes a work order management system that helps businesses track the status of their field service jobs. With FSL, businesses can create work orders, track job progress, and manage inventory in real-time. FSL also allows businesses to automate workflows and notifications so that dispatchers and field workers are alerted when there are changes to their schedule or job status.
Asset Management
FSL includes an asset management system that helps businesses track the location, condition, and maintenance history of their equipment and tools. With FSL, businesses can manage their inventory in real-time and track the usage and performance of their assets. FSL also allows businesses to schedule preventative maintenance and repair work, so that their equipment is always in top condition.
Routing and Optimization
FSL includes a routing and optimization system that helps businesses optimize their field service operations. With FSL, businesses can optimize their routes and schedules based on factors such as location, traffic, and job priorities. FSL also allows businesses to adjust their routes in real-time, so that they can respond to changes in the field.
Reporting and Analytics
FSL includes a reporting and analytics system that helps businesses track their field service performance. With FSL, businesses can track key metrics such as job completion rates, travel time, and customer satisfaction. FSL also allows businesses to generate custom reports and dashboards, so that they can track the metrics that matter most to them.
In conclusion, Salesforce Field Service Lightning is a powerful tool that can help businesses of all sizes streamline their field service operations. With features such as scheduling and dispatching, mobile app, work order management, asset management, routing and optimization, and reporting and analytics, FSL can help businesses optimize their field service operations and provide better service to their customers. Is your business considering a field service lightning implementation? If so, we’ve prepared this guide to ensure the implementation is successful. Interested in learning more about how to implement Field Service Lightning? Use the link here to book a call to discuss your Field Service Lightning needs with one of CloudMasonry’s Salesforce Field Service Lightning Consultants.
MacLain JohnsonSalesforce Field Service Lightning (FSL) is a powerful tool that helps businesses of all sizes streamline their field service operations. With FSL, organizations can dispatch and track mobile workers, manage inventory, and optimize scheduling and routing in real-time. In this blog post, we will explore the key features of FSL in detail.
What are the Core Product Features of Salesforce Field Service Lightning?
Scheduling and Dispatching
FSL makes it easy for businesses to schedule and dispatch their mobile workforce. With FSL, dispatchers can view the availability of their field workers in real time and assign them to the appropriate job based on their skills, location, and availability. FSL also provides a drag-and-drop scheduling tool that makes it easy to reschedule appointments and adjust dispatches as needed.
Mobile App
FSL includes a mobile app that helps field workers stay connected to their dispatchers and customers. With the app, field workers can view their schedules, access job details, and get turn-by-turn directions to their next job. The app also allows field workers to capture customer signatures, complete job forms, and record time and expenses.
Work Order Management
FSL includes a work order management system that helps businesses track the status of their field service jobs. With FSL, businesses can create work orders, track job progress, and manage inventory in real-time. FSL also allows businesses to automate workflows and notifications so that dispatchers and field workers are alerted when there are changes to their schedule or job status.
Asset Management
FSL includes an asset management system that helps businesses track the location, condition, and maintenance history of their equipment and tools. With FSL, businesses can manage their inventory in real-time and track the usage and performance of their assets. FSL also allows businesses to schedule preventative maintenance and repair work, so that their equipment is always in top condition.
Routing and Optimization
FSL includes a routing and optimization system that helps businesses optimize their field service operations. With FSL, businesses can optimize their routes and schedules based on factors such as location, traffic, and job priorities. FSL also allows businesses to adjust their routes in real-time, so that they can respond to changes in the field.
Reporting and Analytics
FSL includes a reporting and analytics system that helps businesses track their field service performance. With FSL, businesses can track key metrics such as job completion rates, travel time, and customer satisfaction. FSL also allows businesses to generate custom reports and dashboards, so that they can track the metrics that matter most to them.
In conclusion, Salesforce Field Service Lightning is a powerful tool that can help businesses of all sizes streamline their field service operations. With features such as scheduling and dispatching, mobile app, work order management, asset management, routing and optimization, and reporting and analytics, FSL can help businesses optimize their field service operations and provide better service to their customers. Is your business considering a field service lightning implementation? If so, we’ve prepared this guide to ensure the implementation is successful. Interested in learning more about how to implement Field Service Lightning? Use the link here to book a call to discuss your Field Service Lightning needs with one of CloudMasonry’s Salesforce Field Service Lightning Consultants.