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Check-fleet: Fleet Management System for Salesforce and Salesforce Field Service
Streamline operations to improve customer satisfaction and reduce costs.
Overview
Integrate your fleet management solution with Salesforce and Salesforce Field Service to gain real time visibility to field operations, improve productivity, and enhance customer satisfaction. Expedite time to value with a proven plug-and-play solution.
See How Check-fleet: Fleet Management System for Salesforce and Salesforce Field Service Works
Easily integrate your Fleet Management service with Sales / Service Clouds, Maps, Salesforce Field Service. The integration optimizes productivity, enhances customer service, promotes driver safety, improves vehicle maintenance, and cuts overall expenses.
Gain visibility to field technicians' real time locations and assign nearest tech to urgent tasks. Provide customers with ETA links. Automatically refresh job statuses. Enhance dispatch and supervision efficiency, communication, and operational flow.
Automatically create geofences for Accounts, Cases, or any object and auto Check-in all client visits in Sales Cloud & Service Cloud. Utilize default reports & dashboards to track customer visit frequency and duration
Check-fleet optimizes operations by integrating Geotab Fleet Management with Salesforce Field Service, reducing costs and improving service delivery and customer satisfaction. Key improvements for your team: Real-time visibility into technician locations enables efficient dispatching and resource allocation. Automatic job updates when technicians arrive or depart job sites automate progress monitoring and reduce manual updates. ETA service with sharable links via email or SMS enhances customer service and reduces dispatcher-technician communication. Swiftly locate the nearest technician for emergency jobs, ensuring prompt response and efficient handling. Automatically generate reports on actual arrival times, enabling performance evaluation and compliance. Capture actual time at job sites and travel durations to job sites for accurate job costing. Reduce risks and improve safety by tracking driver behavior: speeding, harsh braking, harsh cornering, seatbelt usage, driving with engine lights on, etc. Improve fuel economy by managing vehicle fueling, idling time, vehicle maintenance, and integration with fuel card services.
Categories
- Business Needs
- Field Service
- Industries
- Consumer GoodsEngineering, Construction, & Real EstateTravel, Transportation, & Hospitality
- Personas
- Business Operations ManagerExecutiveService Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyCommunity BuilderManaged PackageSalesforce Mobile