Field Service Lightning Quick Start Package

$8,950 Completion Timeline:
Approximately 8 Weeks

Call (800) 951-7651 or email [email protected] for more information.

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Project Kickoff and Strategy Sessions

  • We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.

Service Region & Workforce Setup

  • We’ll configure your regions, service territories, and locations to track service work by geography. We’ll model your work areas to also include warehouses, vans, or work sites if needed.

Workforce & Time Tracking Setup

  • We’ll create service resources and crews modeled after your workforce grouped by skills and experience to be assigned service appointments. We’ll also establish operating hours and time tracking for reporting on time spent on assigned tasks.

Work Orders & Inventory Management

  • We’ll configure work orders for tracking service requests & tickets based on customer records, including work order templates. We’ll also configure inventory management to view the storage, request, transfer, and usage of every item in stock.

Salesforce Training

  • We’ll perform a custom, one-hour webinar training session of your Salesforce application.