[Field Service Lightning]

Take Your Field Techs
into the Cloud

Salesforce Field Service Lightning creates next-level service by connecting a company’s mobile workforce, products, and customers in one platform. The cloud-based platform gives dispatchers control with easy scheduling and communication. Real-time insights help field agents complete customer work orders resulting in real-time automated billing. Better visibility lets companies optimize remote operations resulting in more efficiencies and bottom-line performance. With Field Service Lightning, onsite job management is seamless – from any device, anywhere in the world.

Get Started

Bring Field Service into a New Frontier

Enhance the Customer Experience

 Let customers book, reschedule, and track appointments online with the help of intelligent scheduling

 Leverage customer data to frontload service preparation and expedite onsite work

 Ensure service level agreements are met through automated customer satisfaction surveys

“Steelbrik was the company I chose and I am so glad I did. They communicated clearer and kept me informed of any/all developments.”

Susan Johnson

“I have been working with Steelbrik for over a year. They are very knowledgeable and helpful with great response time.”

Tina Burns

Maximize the Mobile Workforce

 Route jobs to the right resource based on skills, geography, and availability

 Provide on-the-go access to customer contacts, traffic alerts, support articles, inventory, and work orders

 Issue guided workflows with step-by-step instructions to complete jobs correctly

Drive Productivity and Profitability

 Generate service orders automatically from IoT-connected products

 Produce onsite customer quotes using CPQ and capture customer signatures quickly

 Get invoices delivered or paid in real-time after a job is completed

 Track employee productivity in real-time and prioritize jobs using business rules

“With Steelbrik help our team actually enjoys using Salesforce now!”

Dave Winsor, CEO

Our Process

We leverage years of experience and in-depth technical know-how to solve complex business problems. For companies new to Salesforce® or those using it for years, our consulting process focuses on solutions that accelerate progress.

Discover

Dream

Define

Develop

Steelbrik Excels at Supporting Your Field Service Experts

Field Service Lightning gives customers and mobile agents a connected experience. Steelbrik joins the platform and processes to make it all work. We are Field Service Lightning Certified, which elevates us to a premier Salesforce Consulting and Implementation partner. Our credentials are unique and so is our credibility. Companies choose Steelbrik because we are experts at:

  • Enhancing the dispatcher and field tech experience for small and large companies
  • Identifying system features and optimal solutions for effective usage
  • Strategizing work processes, templates, and key performance measures
  • Providing in-depth training for widespread user adoption

Could Your Field Team Use a Charge?

If outdated systems, loads of paper, and spreadsheets help manage your mobile workforce, Field Service Lightning might be the right solution for improving productivity and customer satisfaction. Discover how Steelbrik team of certified experts make Field Service Lightning a powerful tool with positive results.