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Standardized Service Report

Industry use



Field service

Implementation time

1 week

Technical requirement

Field Service Lightning


Is your field service equipped with analog documentation, checklists and orders for the workshop? Digital service reports solve the challenge of paper chaos and create clarity and structure. With our digital service report, the documentation is standardized in Salesforce and ready for use within a week. All work steps as well as the materials required to carry out the service case can be summarized in a simple and structured manner in a report.

In addition, this report can be saved as a PDF file and sent from Salesforce to customers, partners or the workshop via email – also directly on site using the app.

This is how service reports work

Your service technicians can use Salesforce to create, plan, and monitor their upcoming work orders at a glance, including the work steps they are expected to perform. Information is automatically filled in in the report even before execution: work steps, documentation of the product and warranty information. Your service technicians already have all the information at hand, can use this knowledge efficiently and thus save time.
After the service activity has been carried out successfully, the work steps are revised again and the materials used are supplemented. Thanks to the app for iOS and Android, all of this information can be accessed directly on site.

The service technician can generate a PDF report and also provide it to the customer. You can have the report signed on site and automatically email it to the relevant stakeholders.

Technical requirement

  • Salesforce Field Service Lightning

5 reasons why

  • Uncomplicated, inexpensive and can be used directly
  • Reduction of manual activities
  • Partially automated recording of work orders saves time
  • Better reporting for more efficient evaluation and optimization of processes
  • Standardized reports as the basis for every area of service digitization

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More Salesforce modules

Implementing Salesforce easily, quickly and inexpensively? Salesforce modules! With our modular system, we can easily expand your Salesforce solutions to include the proven use cases and processes in the manufacturing industry.