• WHO WE ARE
  • WHAT WE DO
    • Salesforce
      • Implementations
        • Sales Cloud
        • Service Cloud
        • CPQ
        • Field Service Lightning
        • Field Service for SMEs
      • Developments
        • Salesforce Customization
        • Custom Application Development
        • AppExchange Product Development
      • Migrations
        • Classic to Lightning Migration
        • Other Systems to Salesforce Migration
      • Integrations
    • Data Science
      • BI Solutions
      • AI/ML solutions
      • Agentic AI
  • HOW WE DO
    • Delivery Model
    • Our Works
  • REACH US
    • Contact Us
    • Careers
  • BLOG
    • WHO WE ARE
    • WHAT WE DO
      • Salesforce
        • Implementations
          • Sales Cloud
          • Service Cloud
          • CPQ
          • Field Service Lightning
          • Field Service for SMEs
        • Developments
          • Salesforce Customization
          • Custom Application Development
          • AppExchange Product Development
        • Migrations
          • Classic to Lightning Migration
          • Other Systems to Salesforce Migration
        • Integrations
      • Data Science
        • BI Solutions
        • AI/ML solutions
        • Agentic AI
    • HOW WE DO
      • Delivery Model
      • Our Works
    • REACH US
      • Contact Us
      • Careers
    • BLOG
  • [email protected]
  • (+91) 44-49521562
Merfantz - Salesforce Solutions for SMEs
Merfantz - Salesforce Solutions for SMEs
  • WHO WE ARE
  • WHAT WE DO
    • Salesforce
      • Implementations
        • Sales Cloud
        • Service Cloud
        • CPQ
        • Field Service Lightning
        • Field Service for SMEs
      • Developments
        • Salesforce Customization
        • Custom Application Development
        • AppExchange Product Development
      • Migrations
        • Classic to Lightning Migration
        • Other Systems to Salesforce Migration
      • Integrations
    • Data Science
      • BI Solutions
      • AI/ML solutions
      • Agentic AI
  • HOW WE DO
    • Delivery Model
    • Our Works
  • REACH US
    • Contact Us
    • Careers
  • BLOG

Three Highlights of Scheduling in FieldAx

  • July 19, 2018
  • Merfantz Editor
  • Field Service Management
  • 0

FieldAx Service businesses which need to keep track of job schedules, accounts receivable, mapping within one integrated program. You can also use the system to track sales leads.It is also important to consider that the demands placed upon a field service application today may change quickly due to business growth, customer demands or competitive pressures. It is essential for a business or organization to select and implement field service scheduling technologies adequate for future as well as current needs.

Dynamic Scheduling Smart Calendar:-

Scheduling Manager makes the management of your service business a breeze. We developed for the Service Business and have continuously improved our product over the years while tailoring it to specific industries. Extensive features include customer and employee information management, Work Codes, Job Scheduling, and more.

Unique split-screen interface couples a drag & drop calendar with an integrated map enabling you to visually schedule or reassign jobs based on proximity and availability. It’s literally as simple as point, click and drag on the left side of the Dispatcher Console.

Dynamic Scheduling Smart Calendar

FieldAx Route & Schedule:-

Field service management organizations understand that efficient route planning is essential to being successful; smart routing is efficient and enables service technicians to become more productive by completing more jobs per day. However, they may be overlooking the added benefits of schedule optimization as an intrinsic part of the solution.

Get the right worker to the right job at the right time, most efficiently. Optimization Planner (automatic, visual, and manual modes) schedules all orders in the most optimized way while adapting to the constraints of proximity, worker and customer needs.

Estimates & Jobs

Create estimates and jobs in seconds with pre-populated product and service line items. Add documents and pictures, rate opportunities with stars and schedule on-site visits by dragging your cursor over a time slot on the calendar.

  • Email estimates & job confirmations to customers using pre-set email templates
  • Track referral sources and assign jobs to sales reps for commission calculation
  • Assign estimates & jobs to projects, track labor & drive time.

 

Author Bio

Merfantz Editor
+ Recent Posts
  • August 4, 2023
    How to Setup CRM Analytics for Financial Services Cloud
  • August 2, 2023
    How to Get Started with Salesforce Hyperforce - Merfantz
  • July 28, 2023
    Health Cloud Mastery: Salesforce Trailhead for Effective Healthcare CRM
  • July 26, 2023
    How to integrate Data cloud and Marketing cloud In Salesforce
  • Previous Service Excellence in FieldAx
  • Next FieldAx Assistances

Leave a Reply

You must be logged in to post a comment.

Merfantz Technologies is a leading Salesforce consulting firm dedicated to helping small and medium enterprises transform their operations and achieve their goals through the use of the Salesforce platform. Contact us today to learn more about our services and how we can help your business thrive.

Discover More

Terms and Conditions
Privacy Policy
Cancellation & Refund Policy

Contact Info

  • No 96, 2nd Floor, Greeta Tech Park, VSI Industrial Estate, Perungudi, Chennai 600 096, Tamil Nadu, INDIA
  • (+91) 44-49521562
  • [email protected]
  • 9:30 IST - 18:30 IST

Latest Posts

How to Dynamically Evaluate Formulas in Salesforce Apex
How to Dynamically Evaluate Formulas in Salesforce Apex June 19, 2025
Comprehensive Overview of Salesforce Agent-Force Platform
Comprehensive Overview of Salesforce Agent-Force Platform June 12, 2025
Salesforce GraphQL Revolutionizing Data Queries in CRM
Salesforce GraphQL: Revolutionizing Data Queries in CRM June 6, 2025

Copyright @2023 Merfantz Technologies, All rights reserved