Overview
Learn how Salesforce Field Service Lightning streamlined appointment scheduling for Eco Green Air Duct Cleaning, enhancing their customer service and resource utilization.
What You Need to Know
The Field Service Lightning service resolves field service calls faster and automates appointment scheduling for agents, dispatchers, and techs.
Why It Matters
Efficient scheduling and resource utilization improve customer experience and enable proactive field service management, leading to better customer satisfaction and business growth.
What HIC Did
HIC implemented Salesforce Field Service Lightning for Eco Green to automate service request generation and streamline appointment scheduling.
Overview
Learn how Salesforce Field Service Lightning streamlined appointment scheduling for Eco Green Air Duct Cleaning, enhancing their customer service and resource utilization.
What You Need to Know
The Field Service Lightning service resolves field service calls faster and automates appointment scheduling for agents, dispatchers, and techs.
Why It Matters
Efficient scheduling and resource utilization improve customer experience and enable proactive field service management, leading to better customer satisfaction and business growth.
What HIC Did
HIC implemented Salesforce Field Service Lightning for Eco Green to automate service request generation and streamline appointment scheduling.
About Company:
Eco Green Air Duct Cleaning is one of the best cleaning companies in South-East Florida improving your indoor air quality or preventing a dryer fire, ready to help you get the job done at affordable prices.
Offering a broad range of air duct cleaning, video inspection, and dryer vent cleaning services designed to make your home or business a happier and healthier place to be.
About Company:
Eco Green Air Duct Cleaning is one of the best cleaning companies in South-East Florida improving your indoor air quality or preventing a dryer fire, ready to help you get the job done at affordable prices.
Offering a broad range of air duct cleaning, video inspection, and dryer vent cleaning services designed to make your home or business a happier and healthier place to be.
Challenges Faced
As the company believes in the merit of connecting the entire workforce through one platform and making it more end-to-end, their business suffered a major setback because of the following challenges:
Customer Service Request Gap
Lack of synchronization between online requests and field technicians results in delayed responses.
Inefficient Scheduling
Poorly optimized scheduling leads to resource underutilization and appointment conflicts.
Assignment Optimization Absence
Service appointments are not assigned considering technician ratings and weather conditions, potentially impacting service quality.
Challenges Faced
As the company believes in the merit of connecting the entire workforce through one platform and making it more end-to-end, their business suffered a major setback because of the following challenges:
Customer Service Request Gap
Lack of synchronization between online requests and field technicians results in delayed responses.
Inefficient Scheduling
Poorly optimized scheduling leads to resource underutilization and appointment conflicts.
Assignment Optimization Absence
Service appointments are not assigned considering technician ratings and weather conditions, potentially impacting service quality.
Challenges Faced
As the company believes in the merit of connecting the entire workforce through one platform and making it more end-to-end, their business suffered a major setback because of the following challenges:
They were facing issues with
- Customer Service Request Gap
- Inefficient Scheduling
- Assignment Optimization Absence
Lack of synchronization between online requests and field technicians results in delayed responses.
Poorly optimized scheduling leads to resource underutilization and appointment conflicts.
Service appointments are not assigned considering technician ratings and weather conditions, potentially impacting service quality.
The Solution:
When roped into solving Eco Green Duct’s workforce allocation and management challenges in field service operations, the developers at HIC proposed the befitting solution of Field Service Lightning integration in Salesforce to tackle the issues.
Integration of Salesforce Field Service Lightning
Integrated the Salesforce Field Service Lightning into Service Cloud. Work orders are integrated with Accounts, Contacts, Assets, and other objects so teams can pull in data across Salesforce.
Automation of service request generation and appointment scheduling
Created automation for smart scheduling helping with field workforce optimization, and assigning appointments to technicians based on location, skills, proximity, and other rules.
Utilization of smart scheduling and dispatcher console features
Leveraged the Dispatcher Console enabling dispatchers to assign work orders, and track and monitor service delivery in real-time.
The Solution:
When roped into solving Eco Green Duct’s workforce allocation and management challenges in field service operations, the developers at HIC proposed the befitting solution of Field Service Lightning integration in Salesforce to tackle the issues.
Integration of Salesforce Field Service Lightning
Integrated the Salesforce Field Service Lightning into Service Cloud. Work orders are integrated with Accounts, Contacts, Assets, and other objects so teams can pull in data across Salesforce.
Automation of service request generation and appointment scheduling
Created automation for smart scheduling helping with field workforce optimization, and assigning appointments to technicians based on location, skills, proximity, and other rules.
Utilization of smart scheduling and dispatcher console features
Leveraged the Dispatcher Console enabling dispatchers to assign work orders, and track and monitor service delivery in real-time.
The Solution:
When roped into solving Eco Green Duct’s workforce allocation and management challenges in field service operations, the developers at HIC proposed the befitting solution of Field Service Lightning integration in Salesforce to tackle the issues.
The solutions which we offered to them
- Integration of Salesforce Field Service Lightning
- Automation of service request generation and appointment scheduling
- Utilization of smart scheduling and dispatcher console features
Integrated the Salesforce Field Service Lightning into Service Cloud. Work orders are integrated with Accounts, Contacts, Assets, and other objects so teams can pull in data across Salesforce.
Created automation for smart scheduling helping with field workforce optimization, and assigning appointments to technicians based on location, skills, proximity, and other rules.
Leveraged the Dispatcher Console enabling dispatchers to assign work orders, and track and monitor service delivery in real-time.
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