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POSTED : April 30, 2019
BY : Spencer Pereira

Field Service Lightning is a cloud-based Salesforce solution that automates essential aspects of field service coordination like scheduling service appointments, dispatching employees and service vehicles, tracking vehicle locations, and much more. This level of service management is essential for the field service industry because it brings repair personnel, service representatives, and field workers into the mobile era by giving them real-time access to the latest customer data on their mobile phones or tablets.

The certified Salesforce team of experts at Concentrix Catalyst has a vast knowledge of the platform, its features, and has implemented Field Service Lightning for many customers. Field service customers have used this solution to provide their field reps with the tools they need to provide better customer service and positively impact the business’s bottom line.

Take a look at a few ways Field Service Lightning benefits the Field Service industry below:

On-The-Go Quotes and Proposals with Field Service Lightning

Field Service Lightning helps expand the role of the field service representative to a sales function by giving them access to current information about the client, including their order history. Once a field service rep is on the job, it’s essential they have accurate bill rates when it comes time to provide a quote or proposal. Rather than calling the home office and slowing down the process, your field service rep is able to provide accurate proposals on the go.

Field Service Lightning eliminates the guesswork and lag time of quoting in the field. The dynamic system has access to all client data and advanced asset management allowing your field service reps to make smarter, more accurate decisions when creating proposals from their mobile device.


Signatures are the final step for service calls, new work orders, and getting the client to sign off on a quote or proposal. Field Service Lightning makes this possible thanks to its mobile application.

Your field reps can easily get customer approval for a quote by signature or capture the signature with the Signature Capture feature once the work order is complete. With each closed deal, you are growing your sales, moving the process along faster, and enhancing the customer experience.

Product Configurators

No customer is the same, and for service companies, this means a one-size-fits-all approach won’t work when it comes to proposals and quotes. Instead, give your field representatives the ability to customize work orders which fit your customers’ unique needs.

Your reps can save time by directly pulling in customer information, services performed, contact information, and any contracts. By empowering your field reps with product configurators, they can enhance customers’ experience by merely saving them time.

Improve first-visit resolution and onsite job management using a solution that delivers real-time collaboration with access to job schedules, truck inventory, knowledge articles, and much more (with or without the internet). By taking these steps towards on-the-go connectivity with Field Service Lightning, you will be on the right path to start improving your customer experience and bottom line profits. When your field service employees have the right tools, they will easily improve their efficiency in the field and provide better service to your customers.

Get our free user guide to Field Service Lightning.

About the author

Spencer Pereira Spencer Pereira has a degree in integrated marketing communications and writing. He has worked in various marketing roles at Google and Valmont Industries.

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