1
Archive Documents
The service report can be saved for archival and audit purposes and sent to any other system or organization that might need it.
Gain Visibility
As a Field Service Manager, asset management and service begins here. In this example, we're looking at a list of drones and their status in the Fleet Readiness Dashboard.
On the map, you can view assets across the country.
Dive Deeper
See assets at each installation by drilling in on the map. View records of any asset, like this Raven, which needs maintenance and might take a while to repair.
View Key Information
Here you can see everything related to this asset like past work orders, warranty information, and sub-asset hierarchies.It looks like propeller maintenance is required.
Let's create a new work order to keep this asset operational.
Ensure Accuracy
Input all the appropriate information. Auto-populating the work order with the asset's information ensures operational efficiency and data entry accuracy.
Streamline Processes
From this screen, you can manually ensure the work order is assigned to the right technician by clicking and dragging the work order into an open time slot. Salesforce can auto-assign work based on the skills of the technicians, their locations, schedules, capacity, and even how frequently they've completed various types of work.
Provide Mobility
The technician will receive a notification for a service appointment on his or her mobile device.
In the Salesforce Field Service Mobile App, each technician can see all of their work orders in a queue with prioritization.
The propeller maintenance work order is the most urgent so it is listed at the top.
Save Time
From the app, a technician can access all the information needed to complete the work order, including driving directions to the asset's location.
Follow Procedures
Technicians proceed through each work order by checking off line items to ensure proper procedures are followed.
They can log each part they use to ensure the back-end systems keep inventory up to date.
Share Resources
Salesforce can automatically attach the most appropriate Knowledge Article to different types of work orders so technicians always have the resources they need.
Each Knowledge Article includes detailed steps necessary to complete different aspects of the work order. This information can include videos and even instruction manuals.
Log Reports
When work is complete, each technician submits a service report that documents the process and is added to the asset’s service history.
Archive Documents
The service report can be saved for archival and audit purposes and sent to any other system or organization that might need it.
Gain Visibility
As a Field Service Manager, asset management and service begins here. In this example, we're looking at a list of drones and their status in the Fleet Readiness Dashboard.
On the map, you can view assets across the country.
Dive Deeper
See assets at each installation by drilling in on the map. View records of any asset, like this Raven, which needs maintenance and might take a while to repair.
View Key Information
Here you can see everything related to this asset like past work orders, warranty information, and sub-asset hierarchies.It looks like propeller maintenance is required.
Let's create a new work order to keep this asset operational.
Ensure Accuracy
Input all the appropriate information. Auto-populating the work order with the asset's information ensures operational efficiency and data entry accuracy.
Streamline Processes
From this screen, you can manually ensure the work order is assigned to the right technician by clicking and dragging the work order into an open time slot. Salesforce can auto-assign work based on the skills of the technicians, their locations, schedules, capacity, and even how frequently they've completed various types of work.
Provide Mobility
The technician will receive a notification for a service appointment on his or her mobile device.
In the Salesforce Field Service Mobile App, each technician can see all of their work orders in a queue with prioritization.
The propeller maintenance work order is the most urgent so it is listed at the top.
Save Time
From the app, a technician can access all the information needed to complete the work order, including driving directions to the asset's location.
Follow Procedures
Technicians proceed through each work order by checking off line items to ensure proper procedures are followed.
They can log each part they use to ensure the back-end systems keep inventory up to date.
Share Resources
Salesforce can automatically attach the most appropriate Knowledge Article to different types of work orders so technicians always have the resources they need.
Each Knowledge Article includes detailed steps necessary to complete different aspects of the work order. This information can include videos and even instruction manuals.
Log Reports
When work is complete, each technician submits a service report that documents the process and is added to the asset’s service history.
Archive Documents
The service report can be saved for archival and audit purposes and sent to any other system or organization that might need it.
