Field Service: Technician Onboarding, Shift Scheduling, Work Orders & Parts

Scheduling & Dispatch: Book service visits against live technician availability, shifts and leave, then dispatch work orders to the right person from one view. When jobs move or are reassigned, the schedule updates and field teams stay in step.

Work Order Management: Link every visit to its work order and customer record, and track each job from booking to completion inside Salesforce. Service managers see what is scheduled, in progress and done without chasing technicians for updates.

Spare Parts for Every Job: Track the parts each work order needs, so technicians arrive equipped to finish the job on the first visit. Fewer return trips mean lower costs, faster fixes, and happier customers.

Shift & Capacity Planning: Plan shifts, balance workloads and avoid double-booking across teams, regions, and locations. See who is free, who is overloaded and where you need cover before it becomes a missed appointment.

Technician Onboarding: Get new technicians job-ready faster with structured onboarding, role setup, documents, and records. When people leave, structured offboarding keeps records and access tidy.

Leave & Availability: Leave requests and approvals update availability automatically, so nobody on holiday gets dispatched to a job. Managers approve requests knowing exactly which visits and shifts are affected.

Timesheets & Attendance: Capture hours and attendance with built-in approvals, giving finance accurate labour data without chasing spreadsheets. Labour costs and customer billing no longer wait on late timesheets.

Expenses & Benefits: Handle expense claims, reimbursements and employee benefits on the same platform as your service operations. Approvals follow your rules, and finance sees every claim without separate systems.

Field Service Dashboards: See technician availability, utilisation, scheduling conflicts and open work orders in real time, in Salesforce. Spot gaps in cover and overloaded teams early, and act before customers notice.