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Scheduling happens on a whiteboard
Dozens of jobs a day, planned by hand: time-consuming, fragile, impossible to optimize.
Field Service Expertise
The right technicians, in the right place, at the right time.
Scheduling, territories, automatic dispatch, technician mobile: we implement Salesforce Field Service with a specialized architect - on real field operations, not slides.
Dedicated FSL architectScheduling & dispatchTerritories & work rulesTechnician mobile app
The starting point
Do these situations sound familiar?
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Routes that waste the day
Without territory and route optimization, your technicians spend more time on the road than on site.
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The field cut off from head office
Paper reports, photos over WhatsApp, unknown statuses: field information comes back late, poorly, or not at all.
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FSL enabled, but poorly configured
Work rules, scheduling policies, territories: set up badly, the entire automatic scheduling goes off the rails.
The scope
What we put in place with Field Service
✓
Territory & resource modelService territories, skills, availability: the foundation of fair scheduling.
✓
Scheduling & dispatchScheduling policies and work rules configured for your operational reality - automatic scheduling included.
✓
Technician mobile appWork orders, checklists, photos, signatures: the field connected in real time.
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Structured work ordersWork orders, work types and durations calibrated to your range of jobs.
✓
Operations steeringUtilization rate, on-time slots, first-time fix: your field KPIs in a dashboard.
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Documentation & trainingDispatchers and technicians trained, procedures documented.
How it unfolds
How it works
01
Step 1
Operations scoping
Immersion in your operations: types of jobs, territories, real constraints.
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Step 2
FSL build
Territories, work rules, dispatch, mobile - in sprints, tested on your real cases.
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Step 3
Testing & adoption
Pilot on one zone, adjustments, training for dispatchers and technicians.
Frequently asked questions
Straight answers
Why does FSL call for a specialized architect?
Because automatic scheduling relies on a demanding engine: work rules, scheduling policies, territories. Configured badly, the optimizer produces nonsensical schedules. Our FSL architect has laid these foundations on real, high-volume operations.
Do you have field references?
Yes - we're currently supporting a home-services scale-up on scheduling its in-home installations: territories, assignment rules and end-to-end automations.
Our technicians aren't very tech-savvy. Will adoption follow?
The FSL mobile app is simple if the setup is: we calibrate the screens down to what the field strictly needs and train in waves, with a pilot before the general rollout.
How long for a first scope?
A pilot on one zone and one type of job takes a few weeks to set up. We then extend territory by territory. Free scoping, pricing on quote.
Ready to move forward?
Let's talk about your Field Service project.
A first 30-minute conversation, free: we understand your context and tell you what's realistic - and what isn't.
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