clicksoftware.comField Service Management Software - Salesforce.com US

Smarter Service Starts with Knowledge. Don’t miss this free virtual event. Watch now. Field Service Power the future of field service with the #1 AI CRM. Enhance customer engagement with real-time personalization, optimize mobile workers with our best-in-class scheduling engine and access to offline data, and improve field visits with the help of trusted AI built on the Einstein 1 Platform . Watch demo Get the guide See how Pella uses Field Service to achieve a 589% ROI. Pella automates time-consuming processes, giving its mobile workers more time to focus on personalized human interactions. See the Pella story Calculate your ROI Here’s what sets Field Service apart. 31 % increase in first-time-fix rate 32 % increase in mobile worker productivity 26 % decrease in truck rolls, helping reduce carbon emissions 27 % decrease in new employee ramp-up time Source: Salesforce Field Service Success Metrics Study, 2022 Drive efficiency with trusted AI. Learn about Field Service AI Pre-Work Brief Accelerate service delivery, enhance customer satisfaction, and boost overall efficiency by giving your mobile workers vital customer data, asset history, and service records prior to each job. With summarized insights that include equipment maintenance and past customer interactions, prework briefs help mobile workers prioritize onsite tasks and grasp the broader context for meeting contract terms. On-site Knowledge Search Field challenges can be daunting when you’re on your own. That’s why our Field Service mobile app gives contractors and employees with the power to search both internal and external knowledge bases instantly. Powered by AI summarization, users get the precise information necessary to improve first-time fix rates — boosting confidence and credibility in real-time. Post-Work Summary Say goodbye to time-consuming and error-prone service reports at the end of each job. Our intelligent summary generation feature ensures accurate and comprehensive reports while also reducing visit duration. Boost customer satisfaction significantly with Service Reports enriched with real-time customer and asset data, updates from mobile workers, and job images. Boost mobile worker productivity. See it in action Learn more Field Service Mobile App Our field service mobile app — available on Android and iOS — is the ultimate all-in-one tool tailored for the demands of today’s mobile workforce. Designed as an offline-first application, it enables your front line to work and seamlessly save changes even without Wi-Fi. Plus, the app offers extensive customization options, so it aligns perfectly with your unique business requirements. Mobile App Extensibility Empower your mobile app users with offline-capable experiences through Lightning Web Components (LWCs). Use standard components to build a tailored interface that aligns perfectly with your company’s requirements. Unleash your creativity by designing custom components that boost productivity and bring your innovative ideas to life for your workforce. Slack for Field Service Empower your mobile workforce with seamless connectivity and timely assistance whenever they need it. Swiftly mobilize for service appointments and tap into the expertise of colleagues throughout your organization. Our user-friendly interface ensures intuitive and accessible collaboration — keeping your team connected and responsive. Optimize scheduling and dispatch. Learn about Route Optimization Dispatch Management Boost your dispatchers’ productivity with our Dispatch Console. Easily create and update resource absences directly in the console. Efficiently organize candidates by availability and skill to identify the ideal candidates for each appointment. Experience an enhanced user interface that maximizes the potential of your Gantt chart for improved scheduling efficiency. Scheduling and Optimization Elevate your field service operations with our best-in-class scheduling and optimization engine. Built on the Hyperforce platform, Enhanced Scheduling and Optimization automates scheduling while aligning with priorities and constraints. It ensures efficient resource allocation, minimizes travel time, and complies with service-level agreements. Forecasting and Planning Use real-time data to quickly assess the impact of global or in-day optimization on travel time and resource utilization. When refining your scheduling policy, get an instant view of optimization results and KPI changes. Intelligently manage work and assets. Learn about Asset Management Asset Service Management Shift from reactive to proactive service with real-time asset tracking. Monitor service outcomes and create preventive maintenance plans based on asset use, condition, and specific criteria. For example, you can schedule service if an asset’s temperature exceeds a set threshold — ensuring smooth operations and preventing downtime Work Order Management Simplify the entire work order management process to seamlessly create, assign, execute, and debrief work orders. Empower your team to stay agile, improve customer satisfaction, and drive growth by eliminating manual paperwork and digitizing the entire work order lifecycle. Provide seamless customer experiences. Learn more Visual Remote Assistant Improve first-time fix-rates while lowering costs by enabling real-time video from anywhere. In an era where customers prioritize immediate solutions without on-site visits, Visual Remote Assistant connects them to experts on demand who can guide them through each step of the resolution on-screen — ensuring customer satsifaction while reducing truck rolls. Appointment Assistant Enhance customer satisfaction with our self-service solution. Empower customers to effortlessly schedule appointments, receive real-time updates, and stay informed about their onsite visits — creating an experience that’s more convenient and extremely efficient. Complete your field service solution with products from across Customer 360. Appointment Assistant Empower customers with self-service to manage appointments and stay connected with technicians. Learn more Visual Remote Assistant Improve first-time fix rates with real-time remote service and access to expert assistance. Learn more Service Cloud Drive productivity, reduce costs, and increase customer satisfaction at scale with Service Cloud. Learn more Knowledge Management Empower agents and customers to find the best answers to questions and solve cases faster. Learn more Customer Service Incident Management Resolve disruptions faster and deliver great customer experiences with proven workflows. Learn more View all products Field Service Pricing Find the right field service option for your business needs. Dispatcher Intelligent Dispatch Console built directly in CRM. $ 165 User/Month* USD (billed annually) Scheduling and Optimization Resource and Work Management Workflow Automation Contact us Technician Mobile toolkit to empower frontline teams. $ 165 User/Month* USD (billed annually) Mobile App and Productivity Tools Workflow Automation Offline capable Contact us Contractor Empower 3rd party Field Service professionals. $50 user/month or $20/login USD (billed annually) Mobile App for work orders, cases, contracts Mobile Productivity Tools Contact us Contractor Plus Empower contractors to serve and generate revenue. $75 user/month or $30/login USD (billed annually) Complete selling and service solution Mobile Productivity Tools Dispatcher Console Contact us Field Service Plus Combine the power of Dispatcher, Technician, Service Cloud and Sales Cloud. $ 220 User/Month* USD (billed annually) Complete selling and service solution Everything in Dispatcher Everything in Technician Contact us View detailed pricing Discover the best of Salesforce for Field Service. Einstein 1 Field Service Edition brings AI, data, and trust to Field Service and enables your organization to get the most value from your field service products. Einstein 1 Field Service Combine the...