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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

The AI scheduling assistant reviews your calendar daily to identify openings that could benefit from additional appointments, subsequently reaching out to your clients to secure bookings for those slots. Our comprehensive web-based platform streamlines every aspect of your business operations in one convenient location. Enhance your efficiency with customizable job templates, robust inventory management, technician time-tracking features, QuickBooks Online integration, and more. Leverage integrated communication tools to interact with clients through text messages and emails effortlessly. You can automate appointment confirmations and reminders, dispatch invoices and inspection documents, collect payments, or respond to inquiries with minimal effort. Additionally, real-time dashboards and reporting tools provide valuable insights into your business's performance. Monitor metrics such as profitability, technician productivity, customer aging, fleet effectiveness, and various other critical aspects to make informed decisions for your business growth. This holistic approach ensures that you stay connected and organized, ultimately leading to improved customer satisfaction and operational success.

Description

Agentforce Field Service is a comprehensive, agent-first platform built to modernize field operations and workforce management. It enables companies to orchestrate everything from break-fix repairs to inspections and proactive maintenance with intelligence and speed. By unifying customer records, asset data, and service history, teams gain full visibility into every job and interaction. AI-driven scheduling automates appointment coordination, dynamically adjusting to disruptions while keeping customers informed. The mobile experience is designed for real-world conditions, offering offline functionality, rapid data sync, and customizable workflows for technicians. Dispatchers can efficiently assign work based on skills, availability, and geography using advanced optimization tools. Predictive asset management capabilities help organizations anticipate failures and schedule service before downtime occurs. Operations dashboards powered by analytics provide real-time KPIs and conversational insights for smarter decision-making. Visual Remote Assistant reduces unnecessary truck rolls by connecting customers to experts through live video guidance. Together, these capabilities empower businesses to increase efficiency, reduce operational costs, and deliver seamless, proactive service experiences at scale.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Augmentir No 
Axis LMS Yes 
CARFAX Yes 
Collate No 
Fin No 
Flosum No 
Google Yes 
Metazoa Monarch No 
Neuron7 No 
QuickBooks Online Yes 
Salesforce No 
Salesforce Agentforce Net Zero No 
Salesforce Agentforce Service No 
Squarespace Yes 
Stripe Yes 
VSight Workflow No 
Xero Yes 
Zapier Yes 

Integrations

Augmentir Yes 
Axis LMS No 
CARFAX No 
Collate Yes 
Fin Yes 
Flosum Yes 
Google No 
Metazoa Monarch Yes 
Neuron7 Yes 
QuickBooks Online No 
Salesforce Yes 
Salesforce Agentforce Net Zero Yes 
Salesforce Agentforce Service Yes 
Squarespace No 
Stripe No 
VSight Workflow Yes 
Xero No 
Zapier No 

Pricing Details

$100 per month
Free Trial Yes 
Free Version No 

Pricing Details

$75.00 per user per month
Billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

OrbisX

Country

Canada

Website

orbisx.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/service/field-service-management/

Product Features

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Service Dispatch

Billing & Invoicing No 
Call Center Management Yes 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Work Order

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Preventive Maintenance Yes 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing Yes 
Scheduling Yes 
Task Management Yes 

Alternatives

Alternatives

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