Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
Augmentir
No
Axis LMS
Yes
CARFAX
Yes
Collate
No
Fin
No
Flosum
No
Google
Yes
Metazoa Monarch
No
Neuron7
No
QuickBooks Online
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
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