Salesforce Field Service is the module built on top of Service Cloud for dispatching real people to real locations: work orders, service appointments, a dispatcher console with scheduling and route optimization, and an offline-capable mobile app for technicians. We connect its scheduling, work orders, and mobile app to the inventory, accounting, and alerting systems that sit outside Salesforce, so a work order doesn't stall waiting on a number the dispatcher console can't see.
A work order can stall waiting on a part or stock count the dispatcher has to chase outside Salesforce.
Got a Salesforce Field Service problem? Let's solve it →Work orders that build themselves. A dispatcher manually opening a Work Order is fine for one-off calls. It breaks down once there's a real trigger behind the job: an asset hitting a maintenance interval tracked in a separate equipment system, a sensor reading that crosses a threshold, a support case escalating to a truck roll. We wire that trigger to create the Work Order and its Service Appointment directly.
A scheduling engine that sees outside data. The dispatcher console's optimizer assigns technicians by skill, location, and availability, all of it inside Salesforce. We feed it the parts actually sitting in a tech's van today from your inventory system, or a customer's real contract tier from accounting, so the optimizer assigns the right person for the job, not just the nearest one with an open slot.
The mobile app, kept current. The Field Service mobile app works offline for techs on site, which only helps if what it shows is accurate. We make sure the parts, warranty, and install history it displays come from your live inventory and asset systems, not a batch sync that ran once overnight.
Closing the loop back to the rest of the business. A technician completing a Work Order and logging the parts they used should trigger the invoice, the inventory deduction, and the warranty record update somewhere else, automatically. We build that handoff so nobody's re-entering in accounting what a tech already recorded in the field.
Scheduling and optimization are strong inside Salesforce. We extend what it's optimizing against.
A completed Work Order carries real financial and inventory consequences. We make sure they land without someone re-typing them.
Tell us where a Work Order currently waits on someone checking a system Salesforce can't see, and we'll look at what's genuinely worth connecting.
Salesforce Field Service dispatching a mixed fleet.
The problemThe optimizer schedules by skill and distance, but it doesn't know a customer has an open escalation or an unpaid invoice.
Account signals now reach the dispatcher console, so priority customers and billing holds are visible before a visit is assigned.
Walk us through one Work Order from creation to the invoice that should follow it, and point out every place someone had to check a different system or re-key a number by hand. That's the actual map of what to automate. And if the real bottleneck sits outside Field Service entirely, we take that too.
Let's talk →It's the Salesforce module for managing technicians and on-site jobs: work orders, service appointments, a dispatcher console for scheduling and route optimization, and a mobile app for techs in the field. It used to be marketed as Field Service Lightning (FSL), and plenty of people still search it by that name even though Salesforce dropped "Lightning" from the branding.
They're related, but not the same thing. Service Cloud is the broader customer service platform: cases, omni-channel routing, the agent console. Field Service is a module that runs on top of Service Cloud specifically for dispatching people to physical locations: work orders, scheduling, and the technician mobile app. You generally need Service Cloud as the foundation before you add Field Service on top of it. See our Service Cloud page for the case-management side specifically.
It's licensed per user as an add-on to Service Cloud, on top of whatever Service Cloud edition you're running, and pricing changes. Check current numbers directly with Salesforce; we don't sell Salesforce licenses, we build the automation on top of whichever edition you've already got.
Yes, and it's a separate app from the standard Salesforce mobile app. It's built specifically for field technicians, works offline when there's no signal on site, and syncs work order updates, parts used, and signatures once the connection's back.
There's no separate login. You sign into your organization's regular Salesforce URL, and Field Service shows up as part of that org if it's been set up and licensed.
They work the dispatcher console: a map and schedule view where incoming work orders get assigned to technicians based on skill, location, and availability, either manually or with help from the built-in scheduling optimizer. Getting that assignment right depends on data the console doesn't natively have, which is usually where we end up building the connection.