FieldBuddy - your adaptable field service management platform
Manages work orders and field service dispatching within Salesforce Field Service.
FieldBuddyPaid
Service Appointment Generator
by Salesforce LabsSalesforceFree
Generate and assign service appointments in Salesforce Field Service using job details, resources, skills, and territories.
PRICINGFree
DEPLOYMENTCloud
CATEGORYCustomer Service
UPDATED ON MARKETPLACE
What it does
A configurable screen captures job duration, dates, times, required resources, and skills. The screen also supports changes to existing work orders, including duration, dates, and technician assignments. An assignment engine generates service appointments and assigns them by role or skill to selected resources in selected territories. Generated service appointments can use Salesforce Field Service scheduling and optimization capabilities.
Key capabilities
from the Salesforce AppExchange listingJob parameter entry
Captures job duration, start and end dates, start times, and required resources and skills.
Work order changes
Supports changes to the duration, dates, and technician assignments of existing work orders.
Appointment generation
Generates service appointments through an assignment engine.
Role-based assignment
Assigns service appointments by role or skill to selected resources in selected territories.
Field Service compatibility
Allows Salesforce Field Service scheduling and optimization capabilities to be used on generated service appointments.
Use cases
- Dispatchers, planners, and schedulers can assign technicians when generating service appointments.
- Teams can manage ad hoc groups of technicians within a work order.
- A single screen can be used to maintain large numbers of service appointments.
Who it's for
For dispatchers, planners, schedulers, and teams managing technicians and work orders.
How it compares
Appointment Scheduler schedules appointments based on team-member availability and assigns a Salesforce calendar event to one person. Service Appointment Generator generates service appointments and assigns them by role or skill to selected resources in selected territories, while also supporting changes to existing work orders.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Free | Cloud | |
| Appointment Scheduler | Free | Cloud |
In the catalog
38 plugins in Field Service · Customer Service
Price distribution: 11 free, 4 freemium, 23 paid
Pricing & deployment
Platform
Salesforce
Product
Field Service
Deployment
Cloud
Pricing
Free
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What the vendor says
«A configurable screen that prompts the user for key parameters such as job duration, start and end dates, start times and resources and skills required - This same screen can be used to manage existing work orders to allow for needed changes to duration, dates and technician assignments- An assignment engine that …»