Reewamp
Salesforce Field Service specialists

Salesforce Field Service implementation for repair and maintenance teams

Field Service (FSL) is a Reewamp specialisation within our Salesforce practice. We set up work orders, territories, scheduling policies, the dispatcher console and the mobile app so planners handle exceptions instead of building schedules by hand. For a German home-energy company, we took the repair and maintenance team live in eight weeks and raised dispatching rate and coverage by 25%.

Talk to us What's included
Field ServiceField ServiceDispatcherConsoleField ServiceMobileSchedulingOptimizationService CloudFlowLWCApex
delivery.loglive
  1. 01Map the workrunning
  2. 02Design schedulingqueued
  3. 03Build and pilotqueued
  4. 04Go live and tunequeued

What you get

  1. Schedules built by rules

    Scheduling policies weigh travel, skills, priorities and customer windows, so the optimiser fills the Gantt consistently.

  2. More jobs, more coverage

    Better territory design and optimisation put more appointments on the same team. Our reference project saw dispatching rate and coverage rise 25%.

  3. Technicians with what they need

    Job details, asset history, checklists, photos and signatures in the Field Service mobile app, with work closed on site.

  4. Work that turns into revenue

    Completed work orders flow into invoicing and accounting, so finished jobs are billed without retyping.

What's included

Work and scheduling

01 of 03
  • Work types with durations, skills and priorities
  • Work orders, work order line items and service appointments
  • Service territories, operating hours and travel rules
  • Service resources, skills, crews and absences
  • Scheduling policies, work rules and optimisation

How a project runs

  1. Step 01

    Map the work

    Job types, durations, skills, territories and how your planners dispatch today, captured in a short workshop series.

  2. Step 02

    Design scheduling

    Scheduling policies and hard versus soft rules agreed with dispatch, service management and the works council where relevant.

  3. Step 03

    Build and pilot

    Configuration, mobile app and integrations, then a pilot with one team or territory on live appointments.

  4. Step 04

    Go live and tune

    Rollout with close support, then tuning of policies based on utilisation, coverage and rescheduling data.

Case studySalesforce Field Service Live in Eight Weeks for a Service TeamRevenue Cloud and Field Service for a German home-energy company: service team live in eight weeks, dispatching rate and coverage up 25%.Read GuideSalesforce Field Service Implementation: A Step-by-Step GuideHow to implement Salesforce Field Service (FSL) for a repair and maintenance team, from work types and territories to scheduling optimisation and go-live.Read GuideSelecting a Salesforce Field Service Implementation Partner in GermanyHow to evaluate Salesforce Field Service implementation partners in Germany: track record, FSL specialists vs generalists, works council topics and timelines.Read GuideHow to Choose a Salesforce Implementation Partner in GermanyThe key questions to ask when hiring a Salesforce implementation partner in Germany, with a focus on revenue operations and B2B software expertise.Read

FAQ

A focused first release for a repair and maintenance team can go live in about eight weeks, as in our reference project. Larger workforces, several regions or ERP and inventory integrations take longer and are usually rolled out in phases.

Next step

Planning a Field Service rollout?

Tell us about your service team and how you dispatch today. We reply within one business day.

Talk to us
NextRevenue CloudCPQ, contracts and renewals, billing, revenue recognition and the handoff to accounting.