Platform

Salesforce Field Service

Salesforce Field Service (formerly Field Service Lightning) runs the work that happens on site: work orders, appointments, technician scheduling, and the mobile app crews use in the field.

What we do with Field Service

Work order model

Work types, work orders, and line items structured around how your jobs actually run, including parts and required skills.

Scheduling

Territories, operating hours, and scheduling policies tuned so dispatchers trust the recommendations.

Mobile app

Field Service mobile flows, checklists, and offline behavior tested with real technicians before launch.

Handoffs

Closed-won to work order creation, and completed work to invoicing, so nothing gets re-keyed.

AI assistance

Job summaries, visit notes, and follow-up drafting with Agentforce and Claude, reviewed by the technician before they're saved.

Questions we hear

Is Field Service Lightning the same as Salesforce Field Service?

Yes. Salesforce shortened the name. If your contract or documentation says Field Service Lightning, it's the same product.

Tell us what's stuck.

A 30-minute call is usually enough to tell whether the fix is process, data, configuration, or AI.

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