FIELDBOSS vs. Salesforce Field Service

Being
able to react to customers’ needs through real-time contact with our technicians
has improved our customer experience and increased operational efficiencies. Having
information at our fingertips, by using reporting and tracking allows us the visibility
we need to identify potential problems and find quick solutions, thereby preventing
or decreasing repeat visits and elevator downtime. We’ve increased workforce
productivity with technician mobile access, using automated flows in processing
multi-level tasks throughout the system, and our users having the ability to easily
create custom views and reports to fit their needs.

Salesforce Field Service is a powerful and feature-rich solution for managing field service operations. With AI-driven scheduling, seamless mobile access for technicians, and deep integration with the Salesforce ecosystem, it helps businesses enhance efficiency, improve customer satisfaction, and optimize service delivery. While it may be costly and complex to implement, its scalability and ability to grow with your business make it a worthwhile investment for many organizations.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Automation of processing multi-level tasks
• Real-time data and communication
• Users being able to create customized views and reports
• Evolving and updating their solution
• Top-notch support service, even in a pinch

• Real Time Communication with back-office team When our nurses need anything by using mobile app they can reach out to our back office team to resolve their issues
• Utilization of resources We can see the all the appointments view with the assigned representative in a single page so We can assign more appointments if any resources has any free slot it is just a drag and drop
• It helps us to automate the process like delay or reach notification we can also route the appointments based on representative skill set, location and urgency of task

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• Payroll processing
• User set-up and maintenance

• At times updates from may take a while to come back to the main database. This is generallly because of a loss of internet connectivity due to poor data coverage from cell towers or Wi-Fi networks.
• Organizational IT policies of network architecture/DMZ/Firewalls may add to the challenges of deploying ClickMobile outside of the organization domain, thus allowing field resources the ability to access relevant work order data without connecting the company network via VPN. This can usually be overcome with quality solution design and implementation.

ClickSoftware is still being used. As far as I can tell it will be used tomorrow as well. Once you make the commitment to run with that as your scheduling engine, it would take a lot of effort to evaluate and implement another companies' solution without significant disruption to your service organization.

The
integration with Microsoft Dynamics 365 is optimal for any company, as any user
that has used a Microsoft product finds the interface intuitive and allows them
to navigate the system with ease. Users are able customize views and reports that are easily share with colleagues throughout your organization

Having a program that gives sales leaders a real time view was game changing. Time was always an issue because there wasn't always a sales leader available for closing sales. This has allowed for any sales leader to jump in and help make the sale without the need to do a warm transfer.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Overall the training was quite informative but did lack detail in some areas. It had all of the necessary content for an experience product user but didn't offer enough information for a new user to complete the training and then feel comfortable in real-world situations running or managing the software. I would recommend this course for anyone with at least 1 year of full-time exposure to the ClickSchedule product.

I have added a few of the many Salesforce products we use. We also use HubSpot but they all have different functions so not really comparable as they are used for different things/ teams.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Increased productivity
• Identifying potential risks
• Monitoring business trends and adapting to a changing environment

• It is the best return on investment it is utilizing our resources fully
• We are receiving more appointments then last year and it is very easy to manage by fsl dashboard
• We are getting high CSAT scores from our Customer which is a sign our customers are happy with our service

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info