More jobs per day
Smart scheduling cuts travel time and idle gaps, so each technician completes more.
What is Salesforce Field Service?
Field Service (formerly Field Service Lightning) extends Salesforce to businesses whose work happens out in the world rather than at a desk - engineers, installers, maintenance crews and mobile technicians. It connects the office and the field: scheduling and dispatch on one side, a mobile app for technicians on the other, all sharing the same customer and asset data.
For an SME doing on-site work, the daily problems are concrete. Jobs are scheduled on a whiteboard or in a calendar that does not account for travel time or skills. Technicians arrive without the right parts or without the history of the equipment they are fixing. Paperwork comes back days later - if at all - and invoicing waits on it. Every one of those gaps costs a job, a day, or a customer.
Field Service closes them. It schedules work intelligently around location, skills and availability, gives technicians everything they need on their phone (job details, asset history, checklists, parts, customer signature capture), and feeds completed work straight back for invoicing. Hoshi configures it to match the real constraints of your operation, so dispatchers trust the schedule and technicians actually use the app.
Skip the six-month rollout. Go live in weeks with a Jumpstart.
Jumpstarts are fixed-scope, fixed-price Salesforce packages we have pre-built for SMEs. We bring the configuration, automations, dashboards and training that usually take months of discovery, and tune the last mile to your business. You get a working org, your team trained, and a clear roadmap — without the open-ended day-rate bill.
See the packagesWhat Field Service does for your business
Right-first-time visits
Technicians arrive with the right skills, parts and equipment history, reducing repeat trips.
Faster cash
Work is captured on-site and flows straight to invoicing instead of waiting on paperwork.
A live view of the field
Dispatchers see where everyone is and what is happening, in real time.
Better customer experience
Appointment windows, arrival notifications and professional on-site capture.
Capabilities
Key Field Service capabilities
Scheduling and optimisation
Match jobs to technicians by skill, location, availability and priority; optimise routes to cut travel.
Dispatcher console
A single screen showing the schedule, technician locations and job status, with drag-and-drop adjustments.
Mobile app for technicians
Job details, customer and asset history, step-by-step checklists, parts used, photos and signature capture - online or offline.
Asset and maintenance management
Track the equipment you install or service, its history, and recurring preventative-maintenance schedules.
Work orders and inventory
Link work orders to parts and van stock so technicians know what they have and what to order.
Service contracts and entitlements
Manage maintenance agreements, warranties and what each customer is entitled to.
Reporting
First-time-fix rate, jobs per technician, travel time, SLA performance.
How Hoshi implements Field Service
We map your job types, your technicians' skills and territories, and the constraints that make scheduling hard (specialist skills, parts availability, customer windows). We configure the scheduling engine and dispatcher console to reflect those realities, then set up the mobile experience around what technicians genuinely need on site - no clutter.
We connect Field Service to the rest of your Salesforce org so service, sales and invoicing share data, train both dispatchers and field staff, and tune the optimisation rules once real jobs are running. Delivery is fast and fixed-scope.
Why Hoshi for Field Service
Configured for real constraints
Scheduling that reflects skills, parts and territories, so dispatchers trust it.
Technician-friendly mobile
We strip the app back to what the field actually needs, which drives adoption.
Connected office-to-field
Built alongside Sales and Service Cloud for one continuous customer record.
Right-sized for SMEs
Powerful scheduling without enterprise complexity or cost.
Field Service - frequently asked questions
Is Salesforce Field Service the same as Field Service Lightning?
Yes - Field Service Lightning was the previous name. It is the same product line, now called Salesforce Field Service.
Do technicians need a constant internet connection?
No. The mobile app works offline and syncs when a connection returns - important for basements, rural sites and patchy coverage.
Can it handle preventative maintenance contracts?
Yes. Field Service can auto-generate recurring maintenance work orders from your service agreements, so nothing is missed.
Does Field Service need Service Cloud as well?
Field Service builds on the service foundation. Hoshi will advise on the right combination of licences for your operation during discovery.
How does it help us invoice faster?
Technicians capture completed work, parts used and customer sign-off on site, which flows straight back to Salesforce for invoicing - no waiting on paper job sheets.
Squeeze more out of every service day
Book a discovery call and we will show you how Field Service could cut your travel time and repeat visits.
Book a discovery call →