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What is Salesforce Field Service?

Salesforce Field Service, powered by Agentforce, provides a robust field service management solution designed to increase operational efficiency and customer satisfaction. By incorporating AI agents into every aspect of field service, businesses can automate processes like scheduling, dispatch, and asset service management, all while improving first-time fix rates and mobile worker productivity. The solution's mobile app offers offline functionality, allowing field workers to stay productive even without an internet connection. Additionally, with features like the Visual Remote Assistant and proactive asset tracking, companies can deliver faster, more reliable service while cutting costs and reducing environmental impact by minimizing truck rolls.

What is FieldSurf?

Every entrepreneur recognizes that solutions which save time while boosting profitability are the most valuable. FieldSurf stands out as a groundbreaking cloud-based field service management software that streamlines scheduling and dispatching, manages inventory, enables electronic invoicing, and tracks technician locations in real-time using GPS technology. With FieldSurf, you can effortlessly oversee all aspects of your business directly from your mobile device. The software is designed to be fully responsive and mobile-friendly, ensuring accessibility through any desktop browser or smartphone, so you can manage operations from nearly any location. Setting up FieldSurf is a breeze; simply sign up, download the app from Google Play or iTunes, install it on your computer, and you’re all set. The platform’s web-based nature, combined with intuitive drag-and-drop features, simplifies the entire user experience. Moreover, accessing essential business functions on the move guarantees you remain in control of your enterprise, no matter where you are. This level of convenience and efficiency is invaluable in today’s fast-paced business environment, making FieldSurf an indispensable tool for any entrepreneur.

Media

Media

Integrations Supported

Augmentir
Collate
Fin
Flosum
Metazoa Monarch
Neuron7
Salesforce
Salesforce Customer 360
Salesforce Net Zero Cloud
Salesforce Service Cloud
VSight Workflow

Integrations Supported

Augmentir
Collate
Fin
Flosum
Metazoa Monarch
Neuron7
Salesforce
Salesforce Customer 360
Salesforce Net Zero Cloud
Salesforce Service Cloud
VSight Workflow

API Availability

Has API

API Availability

Has API

Pricing Information

$75.00 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/service/field-service-management/

Company Facts

Organization Name

FieldSurf

Date Founded

2013

Company Location

United States

Company Website

fieldsurf.com

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Locksmith

Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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