Elevate appointment management and free your teams from manual scheduling tasks. Agentforce is available 24/7 across any channel, empowering customers to book, change, or cancel appointments at their convenience. Boost asset uptime by proactively scheduling asset maintenance and put Agentforce to work when unexpected events pop up. Agentforce manages every detail—from customer outreach and reshuffling to confirmations—ensuring smooth operations, even under pressure.

Maximize impact and efficiency in the field with Agentforce built directly into the Field Service mobile app. Pre-work briefs provide instant context with customer history and asset insights so every technician arrives fully informed. Surface answers from your internal and external knowledge base, capture data from images, and guide technicians through each troubleshooting step for faster resolution. Automatically generate a post-work summary at the end of each service appointment, reducing errors and admin time.

Your dispatchers face many challenges throughout the day — from ensuring contractual SLAs are met to handling in-day conflicts like absences and vehicle breakdowns. That's why we've built Agentforce directly in their flow of work to help streamline scheduling and exception handling. Dispatchers use natural language to quickly find appointments that need attention and take action like filling a gap in the schedule or even locating missing parts, without ever leaving the dispatch console.

Have confidence that your AI agent workforce is completing tasks effectively. View every conversation between customers and Agentforce in one place. Monitor any interaction in real time and feel confident that Agentforce is delivering the kind of customer experiences that set you apart.

Give your mobile workforce the ultimate all-in-one tool they need. Our Field Service mobile app, available for Android and iOS, is designed as an offline-first application, allowing your team to access thousands of records even without an internet connection. With blazing-fast delta-sync updates, your front line will always have the latest information, and extensive customization options mean the app works the way you do.

Empower your mobile app users with offline-capable experiences through Lightning Web Components (LWCs). Use standard components to build a tailored interface that aligns perfectly with your company's requirements. Unleash your creativity by designing custom components that boost productivity and bring your innovative ideas to life for your workforce.

Make data collection a task that your mobile workers get excited about by empowering them with dynamic forms, intelligent workflows, and rich GIS map layers — all natively built in the Field Service mobile app. With a low-code builder experience, you can quickly create tailored forms that work even when offline. Revolutionize how your business captures critical data out in the field and utilizes information to drive action when your data is grounded in and connected to Salesforce data.

Empower your team to do more than just complete a work order. Identify upsell and cross-sell opportunities and capture new business on the spot. Creating new leads, reliable quotes, and work order estimations with the right data is completely seamless. Capture customer signatures and instantly collect payment directly from the quote or immediately after service is provided.

Boost your dispatchers' productivity with a unified workspace. Organize your entire workforce — employee, contractor, and even robotic workforce — by availability or skill to identify the ideal candidates for each appointment. Easily filter service appointments, update resource absences, and coordinate crews across territories directly in the console. With centralized visibility and intelligent planning, you can optimize workforce utilization while ensuring customers always get the right expertise at the right time.

Streamline your field operations with our AI-powered scheduling and optimization engine. Built on the Hyperforce platform for speed and scale, Enhanced Scheduling and Optimization automates workforce scheduling, reduces travel time, and ensures compliance with service-level agreements. And with intelligent clustering, global enterprises can optimize thousands of jobs and resources in a single, seamless operation.

Use real-time data to quickly assess the impact of global or in-day optimization on travel time and resource utilization. When refining your scheduling policy, get an instant view of optimization results and KPI changes.

Shift from reactive to proactive service with real-time asset tracking. Monitor service outcomes and create preventive maintenance plans based on asset use, condition, and specific criteria. For example, you can schedule service if an asset's temperature exceeds a set threshold — ensuring smooth operations and preventing downtime

Shift from reactive to proactive service by predicting upcoming service needs for an asset with AI and Data Cloud. Our out-of-the-box AI training model can identify common issues based on current asset data and service history of similar assets, and predict the time of — and reason for — an asset failure. With this insight, companies can ensure asset uptime, increase customer satisfaction, and drive higher service margins by addressing potential issues in advance and consolidating tech activities to one visit.

Simplify the entire work Order Management process to seamlessly create, assign, execute, and debrief work orders. Empower your team to stay agile, improve customer satisfaction, and drive growth by eliminating manual paperwork and digitizing the entire work order lifecycle.

Get a complete view of your most important field service KPIs in one place, powered by Tableau Next. Empower teams to uncover insights and drive smarter decisions with agentic, conversational analytics. Ask questions in natural language to identify root causes, surface relevant visualizations, and receive recommended actions.

Spot issues before they escalate with real-time visibility into field service metrics like first-time fix rate, technician utilization, and asset availability. Data Cloud unifies data across systems including ERP, CRM, and asset management tools to give you a complete view of operations. With agentic analytics, anyone can uncover deeper insights and act fast without needing technical data expertise.

Plan ahead with confidence and distribute capacity intelligently based on real-time demand. Use agentic, conversational analytics to ask questions like where you’re understaffed or overbooked, then quickly reallocate resources. Forecast future demand based on historical data, taking into account seasonality.

Improve first-time fix-rates while lowering costs by enabling real-time video from anywhere. In an era where customers prioritize immediate solutions without on-site visits, Visual Remote Assistant connects them to experts on demand who can guide them through each step of the resolution on-screen — ensuring customer satsifaction while reducing truck rolls.

Enhance customer satisfaction with our self-service solution. Empower customers to effortlessly schedule appointments, receive real-time updates, and stay informed about their onsite visits — creating an experience that's more convenient and extremely efficient.