See what we thought was the most relevant to YOUR service needs:
Create expenses linked to work orders. From duct tape to travel costs, your team can keep track of expenses
Work smarter and faster in the appointment list in the dispatcher console. Select appointments from different views and open the selected list with a single click. Hover over appointments and view details, or add icons that communicate information visually.
Capture details of an asset’s expected availability, and planned and unplanned maintenance. Then define a reporting period to view information on cumulative downtime, cumulative unplanned downtime, availability, and reliability to keep things running smoothly.
To limit assignments, daily work hours, and how much workers can transport, add Count work rules to a scheduling policy. You can assign light workloads to new-hires, or track item quantities that fit in each worker’s vehicle.
Learn at a glance how global optimization affects your KPIs. When you tweak a scheduling policy and optimize the schedule, you can see if the change lowers travel times or improves utilization. A results snapshot shows metrics before and after the optimization.
Enhanced optimization makes it painless to respond to last-minute changes and build schedules that align with KPI goals. Previously, to access in-day optimization, predictive travel, and scheduling recipes, you activated enhanced optimization. We’re now phasing in this flavor of optimization as the default method.
Managing shifts in the schedule view is easier than ever. Shifts that span multiple days have a new look, so it’s easier to identify availability. Quickly search for shifts, then hover over one to make updates using the available actions. And, your team can change what they see by choosing fields and ordering them in the list view.
Fine-tune control over what users can see and do in the dispatcher console with optional custom permissions. For example, you can create a read-only view of the Gantt for service managers. Or, configure which users can drag appointments from the list or map to the Gantt.
Apply sharing rules to maintenance plans and extend access to users in public groups, roles, or territories. Share maintenance plans based on the owner or other criteria. Also, share Service Contract records based on criteria other than the service contract owner.
Add criteria-based rules for time sheets to provide access to the right people. For example, you can create a rule that shares submitted time sheets with the accounting department or a partner manager group.
Save time and taps for your field service workers with URIs that launch flows and quick actions in the mobile app. For example, use a deep link to run a custom flow. You can also pass data in the URI, for example to pre-fill some fields.
Click HERE to view a full copy of Salesforce’s Summer ’20 Release Notes. Happy Jolt-ing!Download
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