The Field Service mobile app by Salesforce is a brand new way to bring the full power of Field Service management to your mobile workforce. Improve first visit resolution by arming employees with this best-in-class mobile solution. Built to be offline first, Field Service presents information in a clean and easy-to-use user interface and arms your workforce with the latest information with in-app notifications.
Backed by the Salesforce1 platform, this application lets you customize and extend the app to empower your mobile employees with whatever they need to easily resolve issues in the field.
Note: This application requires your Salesforce org to have Field Service. Individual users must be provisioned with Field Service Technician licenses to use this application. Please contact your Salesforce Account Executive for more information on purchasing Field Service and user licenses.
Features:
- Easy-to-use thanks to an optimized, clear, and beautiful user interface to view service appointments, work orders, inventory, service history and other important information from anywhere.
- Mapping, navigation, and geolocation capabilities let you know where you are, where you’ve been, and where you’re headed next.
- Offline-first design with intelligent data priming and offline actions to let you finish work regardless of network connectivity.
- Collaborate in real-time with dispatchers, agents, managers, and other technicians or mobile employees using messages and photos through Chatter.
- Access relevant Knowledge Articles to help you finish tricky tasks.
- Stay informed with the most up-to-date information with automatic push notifications to relevant users.
- Easily obtain proof of service using your touch screen to capture customer signatures.
- Quickly generate and send Service Reports to your customers after completing jobs.
- Seamlessly manage your Van Stock inventory or record product transactions using a Price Book.
- Plan ahead by viewing the parts required to complete a job, and easily record the products consumed after completing a job.
- Extend and customize this application using configurable layouts to reorganize information, and list views to control user schedules. Custom tailored quick actions, Salesforce Flows, and deep-links to other apps allow users to tackle any case.
- Declare your time off by recording it in the application
- Scan barcodes and QR codes directly from the app
- Intuitively visualize the different steps required to finish complex jobs with work order line items
- Quickly get up to speed by viewing asset service history information.
All contracting companies should be using this. It provides details of the jobs description, time and location, it even provides a map to help people visually see where the job is and how long it would take to arrive to job location from their current gps locations. The calendar style schedule is so user friendly and easy to understand. I wish the construction company I worked for years ago used this. It would have been a lot more organized and streamlined.
They Didn’t Even Try
KurzJames
I think they paid a developer $10 to throw this app together. Seriously the controls on this app are the least ergonomic thing I’ve ever seen. Every action requires you to swipe up from the bottom. Twice. Then you have to go through each action one at a time, instead of just choosing the status you’d like to set the job at on one simple tap. There are tons of options in the app that nobody ever uses. All they do is clutter up the screen. The options which are used aren’t even front and center where they should be. I shouldn’t have to tap and scroll 20 times to get to one item. It should be right at the top where it makes sense to be if it is used most. Besides the horrible design, even the things that work well don’t always work. The map feature crashes and glitches. The app freezes and crashes. Probably once a week I have to delete and redownload the app because it gets stuck in a crash loop. Emailing a service ticket to a customer requires about 20 steps that you have to go through one by one. There should be one button for email and it should be already programmed to send to a customer contact set in the app. Honestly I should charge a consultant fee for all the good feedback I’m giving you guys. About once a month, the app asks if I would like to give feedback. I press “yes” and then the app crashes. So I can’t even give feedback which is why I’m writing this review. Terrible app and I wouldn’t touch it if it wasn’t made mandatory by the company I work for
Simple interface. Easy to use.
izRazor
AAA in our KY just went live with the Field Service app and it’s been great thus far. Super easy UI that’s easy to navigate between calls. Only issue I have is the app on the provided AAA tablets make no sound to notify I have a call. Ended up using the App on my iPhone 13 and it makes a Ding notification sound when you have a call. It would be extremely helpful if there was a way to change the notification sound or possibly make it to where it “Rings”. Especially for those of us who operate 24/7 and are afraid we won’t wake up because of the lousy notifications. So far so good, but it’s not even been a week and I’ve been lucky enough to not get a call in the middle of the night.
Slow and way to much redundant clicking
Pardue78
I have been using this app for a couple years now and with each update it just gets worse. There is to much clicking. The app doesn’t remember basic things such as filling in your name. The quick action is anything but quick. You have to scroll passed about 8 things you barely use to get to the actions you use for every call. The order is way off. In every function of using this app you can tell it was designed without the input of those who use it on a daily basis. Really out of touch with the end user. It is not user friendly at all. You have to have extreme knowledge to be able to complete everything or you will miss it. It doesn’t provide you up front with basic information you need to know. Please work with an actual end user for real improvements.
• Bug Fixes
Version 262.2.0
The developer, salesforce.com, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Location
Contact Info
User Content
Identifiers
Usage Data
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
salesforce.com
Size
591.7 MB
Category
Business
Compatibility
Requires iOS 18.0 or later.
iPhone Requires iOS 18.0 or later.
iPad Requires iPadOS 18.0 or later.
Apple Vision Requires visionOS 2.0 or later.
Location
This app may use your location even when it isn’t open, which can decrease device battery life.