Salesforce Field Service Features

Salesforce Field Service

Cloud-based field service and onsite job management

4.21/5 (19 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Asset Lifecycle Management
Automated Scheduling
Automatic Backup
Barcode / Ticket Scanning
Billing & Invoicing
Bills of Material
CRM
Calendar Management
Calendar Sync
Client Portal
Collaboration Tools
Compliance Management
Contact Database
Contact Management
Contract/License Management
Contractor Management
Credit Card Processing
Customer Database
Customer History
Customer Management
Customer Portal
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Dispatch Management
Document Imaging
Document Management
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Email Management
Employee Management
Employee Scheduling
Equipment Tracking
Estimating
Facility Scheduling
File Management
File Storage
Fleet Management
For Commercial and/or Industrial Electrical Contractors
For HVAC Companies
For Pest Control Companies
Forecasting
GPS
Geographic Maps
Groundskeeping Management
Group Scheduling
Historical Reporting
Inspection Management
Inventory Control
Inventory Management
Inventory Tracking
Invoice Management
Job Management
Job Scheduling
Job Tracking
Location Tracking
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Payments
Mobile Signature Capture
Monitoring
Multi-Location
Offline Access
Online Booking
Online Time Clock
Order Management
Payment Collection in the Field
Payment Processing
Payroll Management
Performance Metrics
Pest Activity Tracking
Pesticide Usage Tracking
Preventive Maintenance
Production Scheduling
Project Management
Quality Management
QuickBooks Integration
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Scheduling
Real-time Updates
Recurring Appointments
Recurring Tasks
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Scheduling
Route Optimization
Routing
SMS Messaging
Safety Management
Scheduling
Search/Filter
Self Service Portal
Service History
Status Tracking
Subcontractor Management
Summary Reports
Supplier Management
Supply Chain Management
Task Scheduling
Team Calendars
Technician Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timesheet Management
Traceability
Work History
Work Order Creation
Work Order Management
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Asset Lifecycle Management
Automated Scheduling
Automatic Backup
Barcode / Ticket Scanning
Billing & Invoicing
Bills of Material
CRM
Calendar Management
Calendar Sync
Client Portal
Collaboration Tools
Compliance Management
Contact Database
Contact Management
Contract/License Management
Contractor Management
Credit Card Processing
Customer Database
Customer History
Customer Management
Customer Portal
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Dispatch Management
Document Imaging
Document Management
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Email Management
Employee Management
Employee Scheduling
Equipment Tracking
Estimating
Facility Scheduling
File Management
File Storage
Fleet Management
For Commercial and/or Industrial Electrical Contractors
For HVAC Companies
For Pest Control Companies
Forecasting
GPS
Geographic Maps
Groundskeeping Management
Group Scheduling
Historical Reporting
Inspection Management
Inventory Control
Inventory Management
Inventory Tracking
Invoice Management
Job Management
Job Scheduling
Job Tracking
Location Tracking
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Payments
Mobile Signature Capture
Monitoring
Multi-Location
Offline Access
Online Booking
Online Time Clock
Order Management
Payment Collection in the Field
Payment Processing
Payroll Management
Performance Metrics
Pest Activity Tracking
Pesticide Usage Tracking
Preventive Maintenance
Production Scheduling
Project Management
Quality Management
QuickBooks Integration
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Scheduling
Real-time Updates
Recurring Appointments
Recurring Tasks
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Scheduling
Route Optimization
Routing
SMS Messaging
Safety Management
Scheduling
Search/Filter
Self Service Portal
Service History
Status Tracking
Subcontractor Management
Summary Reports
Supplier Management
Supply Chain Management
Task Scheduling
Team Calendars
Technician Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timesheet Management
Traceability
Work History
Work Order Creation
Work Order Management
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Asset Lifecycle Management
Automated Scheduling
Automatic Backup
Barcode / Ticket Scanning
Billing & Invoicing
Bills of Material
CRM
Calendar Management
Calendar Sync
Client Portal
Collaboration Tools
Compliance Management
Contact Database
Contact Management
Contract/License Management
Contractor Management
Credit Card Processing
Customer Database
Customer History
Customer Management
Customer Portal
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Dispatch Management
Document Imaging
Document Management
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Email Management
Employee Management
Employee Scheduling
Equipment Tracking
Estimating
Facility Scheduling
File Management
File Storage
Fleet Management
For Commercial and/or Industrial Electrical Contractors
For HVAC Companies
For Pest Control Companies
Forecasting
GPS
Geographic Maps
Groundskeeping Management
Group Scheduling
Historical Reporting
Inspection Management
Inventory Control
Inventory Management
Inventory Tracking
Invoice Management
Job Management
Job Scheduling
Job Tracking
Location Tracking
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Payments
Mobile Signature Capture
Monitoring
Multi-Location
Offline Access
Online Booking
Online Time Clock
Order Management
Payment Collection in the Field
Payment Processing
Payroll Management
Performance Metrics
Pest Activity Tracking
Pesticide Usage Tracking
Preventive Maintenance
Production Scheduling
Project Management
Quality Management
QuickBooks Integration
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Scheduling
Real-time Updates
Recurring Appointments
Recurring Tasks
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Scheduling
Route Optimization
Routing
SMS Messaging
Safety Management
Scheduling
Search/Filter
Self Service Portal
Service History
Status Tracking
Subcontractor Management
Summary Reports
Supplier Management
Supply Chain Management
Task Scheduling
Team Calendars
Technician Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timesheet Management
Traceability
Work History
Work Order Creation
Work Order Management
Workflow Management
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Mobile apps

iOS App


4,006 reviews

Requires iOS 13.4 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


778 reviews

Salesforce Field Service Feature Reviews

13 reviewers had the following to say about Salesforce Field Service's features:

Anonymous
(Financial Services company, 51-200 employees)
Verified Reviewer

Meets expectations

2019-09-11

All our accounts and data are overall less overwhelming to manage

Pros

Their sales management and tracking interface helps our business easily manage all customer accounts

Cons

We have emailed and called, and their response time is always slow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Consumer Goods company, 1001-5000 employees)
Verified Reviewer

FSL looks and feels nice, brings Salesforce into the modern-looking age.

2019-04-03

This is a great addition to Salesforce, I only wish it had been sooner. We already had half our implementation done when they rolled this out, and I have a feeling some newer will be available before we finish FSL, too!

Pros

The flexibility of the tool in the design aspect.

Cons

The data is a problem, many of our data tools cannot leverage API's to draw the data out, so we must extract it into a third party data container to import it into our BI platform.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Venkanna S.

Verified Reviewer

One-Step solution

2021-07-03

Perfect app for a sales team to store data , follow-up , manage and save time. self enhance and used to increase statistics of management and the best thing is it is cost effective as if we want to run our own software, we need to focus on many things like infrastructure, software developer team and a separate wing for the team to handle the software and security issues.

Pros

Set up reminders and even we can send quotations, we can manage every activity in this app 3.

Cons

To me this is the perfect app and I don't have any complaints regarding this app .

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Internet company, 501-1000 employees)
Verified Reviewer

Salesforce - Good Option if you take the time to learn it

2019-07-23

Field Service Lightning allows me to stay organized and keep everything in one portal, including important documents, interactions with clients, statuses, and progresses and boards

Pros

There are a lot of different useful features for this product

Cons

Some of the features are not as user friendly as I would like

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Construction company, 201-500 employees)
Verified Reviewer

Great Field Service Product with a lot of depth

2019-07-31

We have a large field presence and FSL is vital to our business in scheduling and collecting info from the field

Pros

I self-implemented so the ability to quickly extend the package with flows was great

Cons

It took Salesforce awhile after acquisition to turn this into a real product, but it is rather impressive now

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 11-50 employees)
Verified Reviewer

Must have for field techs- no downtime

2019-08-05

I feel that it has helped us fix customer's issues more efficiently when we can connect with our field techs quickly, and inform them of any last minute scheduling changes via the app.

Pros

They can still access their schedules, see what vans/equipment is available, and we can also refer or send them articles ("manuals" ) to help them on jobs.

Cons

Well, really used more as a mobile app by our few field techs, as our company still is small scale.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Scott M.

Excellent interface and ease of use

2020-06-05

Pros

Field Service Lightning has a beautiful interface for my team to find and schedule our field engineers to get to our customer sites.

Cons

The user experience from the field engineer side using the IPhone app our team has heard a lot of complaints on how the notification is not loud enough and where notifications are not seen.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 51-200 employees)
Verified Reviewer

User really enjoying the Lightning Experience

2019-04-18

Really love using it. I work from home and my team is all remote. It really keeps things straight when we are dealing with hundreds of potential clients

Pros

I really like the Outlook plug in, it makes it so much easier to track emails to the client's profile.

Cons

It's great for big companies that can afford it. I'm not sure a small business with smaller scale would benefit considering the cost

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Rodnay Q.

Salesforce CRM is great to use!!!!

2021-08-07

My overall experience with Salesforce Field is perfect, I love it!

Pros

I work in the unemployment in the Department of Employment Services, and I use salesforce to keep track of every call, and take notes.

Cons

I feel like Salesforce doesn't have anything to improve from what I use on the site.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alexis R.

Verified Reviewer

Salesforce is Winning!

2019-12-04

Field Service Lighting is by far a great product! It keeps all my files separate and organized! I love it!

Pros

It keeps me organized and on task! Plus I love how it keeps all my co-workers and I stay on the same page, with each case!

Cons

Salesforce, sometimes when opening up a new case, can be slow. That is my only complaint. Salesforce is typically really great!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jerry A.

BEWARE, This is not a stand alone product, it was developed to enhance Salesforce

2020-09-08

IT DOESN'T WORK . After countless meetings with Salesforce and the implementation team, they have admitted that it does not work as we were promised it would. But, they have an iron clad contract that does state that it doesn't matter if it works or not, you must pay. We have now been sent to collections. Their best offer for resolving the problem, was to offer us "Premier Service", which means someone will call you back with in an hour. Since regular service means they never call back, it might be worth something, but not for a program that doesn't work

Pros

The sales and marketing team promised that this software would solve all of our issues and problems.

Cons

It is so complicated, the interface programmers have never been able to create and dispatch a work order using this product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Jay C.

Planet Salesforce Delving into Field Service

2019-12-12

We all know Salesforce it is a cut throat environment and it was a case of account executives looking for an easy upsell for their team's quota relief.

Pros

I like the fact that Salesforce is now in the field service industry with Field Service Lightning. This essentially means that Salesforce is no longer stuck within the four walls of the office and now has endless reach to all technicians in the field.

Cons

I strongly dislike that FSL's "Out of the Box" and extremely generic. There is little to know industry specific aspects associated with the software and there's a myriad of other SaaS softwares that are industry specific. FSL is not a one size fits all platform.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
William Bruce H.

Salesforce review

2021-02-04

Pretty good.

Pros

Fairly easy to use & able to detail all necessary information.

Cons

A little cumbersome but good because I like a platform where I can record a lot of detail.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more