Field Service Scorecard
You're paying for Salesforce Field Service. This shows how much of it you're actually using, what's working, and where the value is being left on the table.
Best answered by whoever runs Field Service day to day, such as a service manager, dispatcher lead, or Salesforce admin.
First, a little about your operation
This helps us compare you with similar companies and tailor the recommendations.
Get your full report
See your quick wins, where outside help pays off, and what to check with your Salesforce account team.
We use your information to show your report and, if you opt in, to follow up. We don't sell or share it. See our privacy policy.
Quick wins
Things your admin can likely set up or improve without a major project.
Where outside help pays off
Features that aren't working, were tried and dropped, or need more time than your team has.
Worth checking
Items where licensing or awareness is the question. A short conversation usually clears these up.
Handled in other systems
Parts of your operation that run fully or partly outside Field Service. Disconnected systems are a common source of hidden or duplicated cost.
By choice
Features you've decided not to use because they don't fit how you work. These don't count against your score.
What's working
Keep doing these. They're the foundation everything else builds on.
Want a second opinion on your results?
In a free 30-minute session, we'll look at your Field Service setup with you, compare it to your answers, and pick the two or three changes that would make the biggest difference.
Salesforce and Field Service are trademarks of Salesforce, Inc.