Salesforce Field Service Features
What are the features of Salesforce Field Service?
Before the Job
- Calendar
- Dispatch
- Roles
- Booking
On the Job
- Employee Communication
- Client Notifications
- Field Sales
After the Job
- Reports
- Analytics
- Invoicing
- CRM Integrations
Top Rated Salesforce Field Service Alternatives
Salesforce Field Service Categories on G2
Filter for Features
Before the Job
Calendar | As reported in 214 Salesforce Field Service reviews. Uses the calendar tool to determine field workers who are free for the job. | 85% (Based on 214 reviews) | |
Dispatch | As reported in 208 Salesforce Field Service reviews. Notifies field service workers of their upcoming assignments. | 85% (Based on 208 reviews) | |
Roles | Based on 214 Salesforce Field Service reviews. Allows users to see tasks according to permissions and roles. | 86% (Based on 214 reviews) | |
Booking | Based on 207 Salesforce Field Service reviews. Allows clients to book jobs through the desktop page or within the app. | 85% (Based on 207 reviews) |
On the Job
Employee Communication | Enables communication within the app from manager to field service employee. This feature was mentioned in 212 Salesforce Field Service reviews. | 85% (Based on 212 reviews) | |
Client Notifications | Notifies clients, should any delays or mishaps occur. 213 reviewers of Salesforce Field Service have provided feedback on this feature. | 85% (Based on 213 reviews) | |
Field Sales | Includes some ability to serve as a sales and ordering application. 163 reviewers of Salesforce Field Service have provided feedback on this feature. | 85% (Based on 163 reviews) |
After the Job
Reports | Creates reports that reflect field performance either as a team or individually, to review productivity. This feature was mentioned in 215 Salesforce Field Service reviews. | 86% (Based on 215 reviews) | |
Analytics | As reported in 209 Salesforce Field Service reviews. Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard. | 87% (Based on 209 reviews) | |
Invoicing | Based on 165 Salesforce Field Service reviews. Sends invoices through the software and allows clients to pay on the spot. | 82% (Based on 165 reviews) | |
CRM Integrations | As reported in 164 Salesforce Field Service reviews. Integrates with CRM software to monitor all aspects of the customer relationship. | 88% (Based on 164 reviews) |
