Compare ServiceTitan vs Salesforce Field Service

Summary

ServiceTitan is a solution that aims to improve the way residential HVAC, plumbing, electrical, and other home services organizations run their business. Its sales capabilities enable you to boost your customer conversion rates through its visual sales experiences. This also extends to tracking how your staff in your offer convert calls they take into appointments. This enables you to book more opportunities. With ServiceTitan, you can track and report on the success of your marketing campaign, which can ultimately help you improve your sales process and generate more leads. ServiceTitan centralizes customer information –– including things like service history, inventory, and equipment –– into one place so staff can get an overview of each customer when they call. It also allows you to track all the activity, including emails and text messages, that relates to each sales prospect. You can also keep a track of how your business is performing in real time. ..show more

Salesforce Field Service is a field service optimization solution that boosts productivity both online and offline, with field service designed to handle any situation. It enables you to schedule field services easily, cut costs, and increase efficiency along with providing remote support that can help you expand your business. With Salesforce Field Service, customers can use a customer portal to arrange phone and video appointments right away. By intelligently assigning the right personnel to the relevant projects based on talents, geography, and business regulations, you can leverage automation to prioritise vital jobs and save employees time with this software. It further enables the dispatchers to gain full insight into the mobile workforce and each job on a single screen that increases efficiency. Users can also utilise image recognition with Einstein Vision to quickly identify assets and parts in photos. You can automatically prescribe the proper set up steps for technicians based on an image's classification. Additionally, you can attach timesheets, pertinent specs, inventory, and knowledge articles to the app before workers approach a project site to enhance first-time fix rates with Salesforce. ..show more

Analytics (Workforce) Helps you track and analyse the performance of the workforce

Attendance Management Helps to manage employee attendance or workforce presence in the workplace to reduce employee downtime

Billing and Invoicing This feature helps in issuing and handling the invoice and bills.

Claims Management Helps to organize and keeping track of insurance claims and as such claims made by patients.

Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Digital Signature A facility to capture digital signature in a secure format

Document Management Ability to store and manage various information and documents in electronic format.

Inventory Management Helps in recording inventory to optimize and fulfill the requirement.

Job Scheduling Helps in allocating jobs to the right person at the right time

Offline Reporting Helps you to save the data offline and synchronize as soon the device connects to the internet

Real-time Job Tracking Allows you to view your workforce in real time and improve strategy

Reporting Sends instant status reports about the task with customer feedback

Route Optimization Determines the cost efficient route to perform the order

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• Quickbooks

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