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🎟 𝐒𝐚𝐯𝐞 25% 𝐨𝐧 𝐃𝐫𝐞𝐚𝐦𝐟𝐨𝐫𝐜𝐞 2025 🎟 San Francisco | Oct 14–16 Join the world’s biggest tech event where AI, CRM, and innovation take center stage.

 

 

 

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 Hi Everyone, 

 

We’ve shared an Idea to improve Field Service Mobile. Right now, GPS (LastKnownLatitude / Longitude) only updates when online, so we lose travel history and mileage data in remote areas. 

The request is simple: let the app capture GPS offline and sync it once back online. This would really help with mileage accuracy, safety, and compliance. 

👉 Please support by upvoting here:  Field Service Mobile – Offline GPS Capture and Sync | IdeaExchange

  #Field Service #Field Service Mobile App

 

@* Salesforce Field Service *  @Field Service Mobile

 

 Also, I’d love to hear your suggestions or use cases — what else would make offline GPS more useful for your teams? 

Thanks for your support! 

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🔬 The Future of Field Service is Here! 🚀    Imagine a world where your field technicians can focus on what really matters – providing excellent customer service and solving complex problems. That's the power of AI in field service management!    👉 AI is revolutionizing the industry by:  • Automating repetitive tasks  • Optimizing resource allocation  • Improving scheduling and work order management  • Enhancing customer satisfaction    Don't miss out on this game-changing technology. Learn how AI can transform your field service operations and give you a competitive edge in today's fast-paced market.    Read our latest article to discover the full potential of AI in field service: https://www.linkedin.com/pulse/how-digital-labor-transforming-field-service-industry-gobinath-a--ykvdc/?trackingId=KQ9nFgbgRGeDr8S37xNCBg%3D%3D    

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Does anyone know what this error message means on the Gannt chart? "You reached the maximum number of times you can check rules. Some of your services weren't validated." I imagine it literally means that Service appointments are being scheduled without checking against work rules? I'd also like to know how to resolve it. Thank you! #Field Service #FSL Gantt #Error

6 answers
  1. Jan 6, 2025, 10:36 PM

    Hello, we've encountered this same error message as well - any solution for this or idea why we may have received the message? Thanks!

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Salesforce Field Service Research

 

The Salesforce Research & Insights team invites you to participate in Salesforce Field Service Research. Your input and expertise is extremely valuable. We’re seeking Field Service experts like you to help improve and shape the future of Salesforce's digital solutions for Field Service.

 

Please complete this brief questionnaire so we can learn about your role, responsibilities, and activities related to field service. This survey will take approximately 5 minutes to complete. As a token of our appreciation, respondents who complete the survey without being disqualified will receive a $5 e-gift card (USD or local equivalent). You can redeem this at any of your favorite retailers or donate to a charity of your choosing.

 

By completing this survey, you'll be qualified to receive invitations to participate in upcoming research studies (typically surveys and remote video conference calls). For each research study you participate in, you will receive an e-gift card as a thank you for your feedback and time.

 

Thank you!

 

#CommUpdates #Salesforce #Salesforce Field Service #Field Service @* Salesforce Field Service * @Field Service Mobile @Workforce Management for Field Service

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𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐢𝐧𝐠 𝐅𝐢𝐞𝐥𝐝 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 𝐒𝐮𝐜𝐜𝐞𝐬𝐬: 𝐀 𝐇𝐨𝐥𝐢𝐬𝐭𝐢𝐜 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 𝐭𝐨 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭! 🚀

 

In the dynamic world of Field Service, success isn't just about revenue—it's about meticulous management ensuring sustainable growth. Here are key considerations to keep your business on the path to prosperity:

 

𝟏. 𝐖𝐞𝐛𝐬𝐢𝐭𝐞 𝐖𝐢𝐬𝐝𝐨𝐦:

Ensure your website is a beacon of information. Clearly outline your services, and don't forget the magic of customer success stories. They're not just testimonials; they're invitations for new clients.

 

𝟐. 𝐒𝐡𝐢𝐧𝐞 𝐨𝐧 𝐋𝐨𝐜𝐚𝐥 𝐋𝐢𝐬𝐭𝐢𝐧𝐠𝐬:

Be where your customers are looking. List your services on prominent local listing sites. Boost your presence by encouraging satisfied customers to leave reviews. 🌟

 

𝟑. 𝐌𝐚𝐬𝐭𝐞𝐫𝐟𝐮𝐥 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞:

Efficiency is your ally. Invest in dedicated field service software. Track jobs, schedules, and inventory seamlessly. Ensure it supports customization and integration, especially with financial software like QuickBooks or Xero.

 

𝟒. 𝐓𝐞𝐚𝐦 𝐄𝐦𝐩𝐨𝐰𝐞𝐫𝐦𝐞𝐧𝐭:

Assemble a powerhouse team with specialized roles—Finance Team, Admin & IT Management Team, Technician Management Team, and Leadership Team(Directors & CEO). Conduct weekly face-to-face meetings for direct communication. Don't skip the meeting summaries; they're the compass guiding your business journey.

 

𝐇𝐞𝐫𝐞 𝐚𝐫𝐞 𝐦𝐲 𝐬𝐮𝐠𝐠𝐞𝐬𝐭𝐢𝐨𝐧𝐬:

 

1. 𝐖𝐞𝐛𝐬𝐢𝐭𝐞: GoDaddy for a hassle-free online presence.

 

2. 𝐋𝐨𝐜𝐚𝐥 𝐋𝐢𝐬𝐭𝐢𝐧𝐠𝐬: Yelp for the US, Yell for the UK.

 

3. 𝐅𝐢𝐞𝐥𝐝 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞: Consider FieldAx for robust management.

 

4. 𝐌𝐞𝐞𝐭𝐢𝐧𝐠 𝐌𝐚𝐬𝐭𝐞𝐫𝐲: EOS or try the Weekly Level 10 meeting concept (Notion). If cost is a concern, adapt the concept using Google Sheets.

 

Share your thoughts! If you have additional insights or recommendations, drop them in the comments below. Let's empower each other in the field service community! 💬

 

𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐢𝐧𝐠 𝐅𝐢𝐞𝐥𝐝 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 𝐒𝐮𝐜𝐜𝐞𝐬𝐬: 𝐀 𝐇𝐨𝐥𝐢𝐬𝐭𝐢𝐜 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 𝐭𝐨 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭! 🚀 In the dynamic world of Field Service, success isn't

 

#fsm #fieldax #fieldservicemanagement #fieldservice #fieldservicesoftware  #hvac #fieldservicelightning

2 comments
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🏥 𝗠𝗲𝗱𝗶𝗰𝗮𝗹 𝗗𝗲𝘃𝗶𝗰𝗲𝘀 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 💉

Greetings to the esteemed members of the #MedicalDevicesNetwork! 🌐 Sharing some valuable tips to navigate the dynamic landscape of medical devices:

1️⃣ 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗶𝘀 𝗞𝗲𝘆: Stay ahead of regulations and compliance standards to ensure the quality and safety of your medical devices.

2️⃣ 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 𝗶𝗻 𝗗𝗲𝘀𝗶𝗴𝗻: Embrace cutting-edge design principles to enhance the functionality and user experience of your medical devices.

3️⃣ 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝗣𝗼𝘄𝗲𝗿: Foster collaboration between R&D, manufacturing, and marketing teams. A united approach ensures successful product development and launch.

4️⃣ 𝗨𝘀𝗲𝗿-𝗖𝗲𝗻𝘁𝗿𝗶𝗰 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵: Prioritize user needs and feedback throughout the development process. A user-friendly device is more likely to gain acceptance in the market.

5️⃣ 𝗗𝗮𝘁𝗮 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗠𝗮𝘁𝘁𝗲𝗿𝘀: In the era of connected devices, prioritize robust cybersecurity measures to protect patient data and maintain trust.

6️⃣ 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗜𝗻𝗶𝘁𝗶𝗮𝘁𝗶𝘃𝗲𝘀: Incorporate sustainable practices in device manufacturing and disposal. Environmental responsibility is becoming increasingly important.

Let's propel the medical devices industry forward together! 💪 What other tips do you swear by?

#MedTechInsights #MedicalDevices #InnovationInHealthcare #LinkedInNetworking #fieldservice #fieldax

 

Thanks

Gobinath A , Co-Founder & Chief Marketing Officer

Merfantz Technologies Pvt. Ltd | FieldAx

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Salesforce Field Service Research Opportunity!

 

The Salesforce Research & Insights team would like to better understand your experiences using or implementing Salesforce Field Service. We hope you will share your time with us to help our product team improve future products and features.

 

If you are selected and participate in a 60-minute feedback session, you will receive a $100 e-gift card (USD or local equivalent) as a small token of our appreciation for your valuable feedback and time. You can redeem this at any of your favorite retailers or donate to a charity of your choosing.

 

Sessions will take place remotely in October. Please complete this brief questionnaire if you are interested in participating. If selected, you will receive a confirmation email with further details.

 

Thank you!

 

#CommUpdates #Salesforce Field Service @* Salesforce Field Service * @Field Service Mobile @Field Service Work Capacity Limits #Field Service Mobile App #Field Service Lightning #Field Service #Lightning Field Service 

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 Hello Trailblazers :) Sharing with you an article about how to optimize Field Service routes with scenarios of use. I hope you'll find it useful as a little cheat sheet for guidance. 

 

#Field Service Lightning #Salesforce Field Service #Field Service

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