Connecting the office with the job on site
Manage work orders, schedules, mobile teams, assets and customer updates in one connected service process - from first request to completed visit.
The right person, job information and parts - in the same plan
A field service management platform for organisations that send technicians, engineers or other mobile workers to customer or operational locations.
It connects work orders, scheduling, dispatch, mobile job execution, assets, inventory and customer information on the Salesforce platform. Art of Cloud helps turn those components into a workable service model for dispatchers, mobile users, service agents and managers.
We design skills, territories, travel, availability, offline work, parts and exceptions around what really happens on the ground.
What you can expect
A connected field operation with clearer schedules, better job context and reliable updates from the mobile workforce.
Scheduling based on real constraints.
Match work with skills, location, territory, availability, duration and service commitments using the appropriate scheduling tools.
Assets and parts connected to the job.
Track relevant customer assets, products, inventory and consumption so the service record reflects the work completed.
Performance beyond jobs per day.
Measure travel, utilisation, first-time completion, duration, cancellations, service commitments and customer outcomes.
What can Field Service Cloud manage?
Whilst the exact capability depends on your Salesforce edition and licences. Use cases include...
- Work orders, work types and service appointments
- Skills, service territories and operating hours
- Scheduling, optimisation and dispatch
- Mobile job management and offline working
- Customer assets, maintenance plans and service history
- Parts, products, van stock and inventory movements
- Digital forms, checklists, signatures and job completion
- Arrival windows, notifications and customer updates
- Links between Service Cloud cases and field work
- Field productivity, service quality and operational reporting
- How we deliver Field Service Cloud
How we deliver Field Service Cloud
1.
Observe the operation. We map demand, job types, teams, geography, constraints, parts, handovers and current planning.
2.
Design the field model. We define work orders, resources, skills, territories, scheduling policy, mobile tasks and asset data.
3.
Configure and connect. We build the process and integrate relevant customer, mapping, inventory, finance or operational systems.
4.
Test the real day. Dispatchers and mobile users test schedule changes, poor connectivity, missing parts, overruns and repeat visits.
5.
Pilot and tune. We launch with a controlled team, refine timings and rules, then expand with evidence.
Still have questions?
Let’s answer them
What is Salesforce Field Service?
Salesforce Field Service is a field service management platform for work orders, scheduling, dispatch, mobile workers, assets, inventory and on-site service activity.
Can the mobile app work offline?
Salesforce provides supported offline capabilities for the Field Service mobile app. The data and actions available offline need to be designed and tested for the specific process and device setup.
Can Salesforce optimise technician schedules?
Yes. Field Service includes scheduling and optimisation capabilities that can consider factors such as skills, location, availability, travel and service commitments. Results depend on accurate data and well-designed policies.
Can Field Service track parts and customer assets?
Yes. It can manage assets, products, locations and inventory movements related to field work. Some organisations also integrate a specialist ERP or inventory platform as the system of record.