I particularly recommend for  small and medium scale organizations to use this app which helps them economically and mentally also.

I love that there is virtually, even if our few field techs don't have internet.

Field Service Lightning has a beautiful interface for my team to find and schedule our field engineers to get to our customer sites.

There are a lot of forms to fill out to get the software running correctly. 6 months in  and we still are battling some bugs.

With the use of dynamic rules on how engineers are selected and the use of the area map is very helpful and it takes away the guessing of hoping we are selecting the correct personnel.

Need to update map customization lagging sometimes.

Best software I have used to submit timesheets.

Salesforce, sometimes when opening up a new case, can be slow. That is my only complaint.

I self-implemented so the ability to quickly extend the package with flows was great.

This includes our ability to increase service revenue through multi-trip work orders, and cut costs with tighter management of our inventory.

Salesforce - Good Option if you take the time to learn it.

We were told that it would take 3 months to build our instance. It has been over 18 months and we continue to pay for a non-functioning product.

Record every activity and calculate our daily, monthly and yearly performance which not only helps the management , but also helps in our personal growth in the channel.

The user experience from the field engineer side using the IPhone app our team has heard a lot of complaints on how the notification is not loud enough and where notifications are not seen.

It keeps me organized and on task. Plus I love how it keeps all my co-workers and I stay on the same page, with each case.

Sometimes the emails get lost in spam or are hard to find so people can miss updates. I wish it has a desktop notifications.

Actually I do not have any complaints about the software, it has work greatly. Maybe the only problem would be that you need internet connection.

Trello has lend a great helping hand in organizing my projects and improves my productivity in then professional environment.

I found the software user friendly and I enjoyed the responsive design and easy to understand pricing system. I also liked the familiar Kanban board design.

I liked the ease of use, the interactivity, and the great features that it has, even in the free version.

While you can utilize board histories to access lost cards, I found that too often some of our cards were inadvertently deleted by users.

Everyone in the company can see what is going on and what they need to do, and no information is lost.

Fantastic on mobile which is a brilliant plus especially when on-the-go. Reasonably priced if you want to upgrade to the paid version.

The seamless integration of features. It's so easy to switch between boards, clearly see all projects, and the timeline of all upcoming deadlines thanks to the wonderful (and rare) calendar feature.

I am able to help my Clients keep track of the candidates I have recruited for them on a very user friendly platform and they are always pleased.

The cost to benefit of Trello is competitive, The way it helps boost efficiency and helps streamline communication is fantastic.

For a free option, it's fantastic and I highly recommend it for project management on a budget.

I want full functionally for free. I realize how ridiculous that is, but if pressed for a complaint, that's the worst I can come up with.

Very fun and playful feel to it. Love the backgrounds and the ease of dragging from one card to another.

I love the layout, it's the perfect project and task management program. I take advantage of their referral program so I am on the free plan.

I love being able to use this to organize my notes through my phone. Super user friendly and I love that too.

Second beatifull feature is butler that help to create quick button like complete etc. This is an awesome and very effective for team meeting update as anyone from them and update.

Availability of templates shared by community. The tool is so popular that you can get easily get the template if you don't want to start from the scratch.

I love how user friendly it is, super simple to understand and get around. I love that i5 helps organize my tasks.

I wish more of the aesthetic features were not restricted to those who pay a subscription. But that is a very minor complaint.

I did not find a serious con that made me dislike this product. The only negative side I can think of is that, given its structure, it may be hard to envision it as a calendar.

For such a helpful tool, it is pretty simple to navigate. The interface is clean and user friendly for instance there a templates included to help guide users who may not know where to start.

The title says it all, if you like to be organized then this is fantastic software. After using it for a long time I realized that I do NOT like to be organized.

Because the text was automatically all highlighted when clicking on the box, I have accidentally deleted texts from description boxes before and was unable to recover it.

What I like most about Trello is the ability to neatly lay out tasks and share those tasks with other users that have an interest in the progress or users that will also be working on the tasks.

Great YouTube community. I love that it integrates with Gmail.

I like the fact that it integrates with other tools we use, and this is amazing for me because I don't have to do a lot of manual work.

I love that each team member can be assigned tasks and the whole team can see where everyone is at with their specific tasks. I love the ease of collaboration.

Very good and easy to use tool with very good integration with a popular set of web-based apps.

Very good to keep track of task with team members. Love the way the app is very stable and has many useful functions.

I love the design and the usefulness of every single feature. It helps me organize all my tasks and projects and keeps me super productive.

Trello helps us share our construction schedule with our clients in a fun and visually appealing presentation.

This has been a lifesaver in helping to define our project management structure and strategy. It is really a top notch product with a top notch customer service team.

I love that there is so much free with Trello, I also like the flexibility to set trello up however you want to, it is very easy to use.

Overall I'm super satisfied to have come across a tool like this one as it's functions are perfect for my job.

I love that it is easy to use, colorful, shareable and free. And that I can integrate it with other tools, like Slack.

The software is really easy to use and has very good customer support. We really like it for our company as a great collaborative tool.

US Dollar

Field Service Lightning is an add-on solution to the SalesForce Service Cloud that helps dispatchers and mobile employees schedule appointments, manage inventory, and optimize resource utilization. It allows staff members to create work orders and integrate them with accounts, contacts, assets and other data across the Service Cloud. 


Field Service Lightning comes with geolocation and navigation capabilities, which enables on-field employees to find optimum routes and maintain records for all service history locations. The Einstein AI module lets supervisors use image recognition technology to identify assets and equipment parts and prescribe a course of action to technicians remotely. Additionally, managers can utilize the analytics functionality to gain visibility into operational performance, employee KPIs and customer complaints.


Field Service Lightning comes with iOS and Android mobile applications, allowing users to manage activities remotely. It is available as an add-on to Service Cloud on monthly subscriptions. Support is extended via phone, live chat, documentation, email and other online measures.



LongDescription

File Management

Real Time Analytics

Forecasting

Quality Management

Work Order Creation

Barcode/Ticket Scanning

Safety Management

Payment Processing

Time Tracking

Customizable Reports

Activity Tracking

Dispatch Management

Real-Time Monitoring

Contract/License Management

Supply Chain Management

Electronic Signature

Order Management

Traceability

Customer Database

Recurring Appointments

Job Management

Collaboration Tools

Geographic Maps

Scheduling

Multi-Location

Self Service Portal

QuickBooks Integration

Contact Management

Technician Management

Bills of Material

File Storage

Mobile Access

Inventory Tracking

Compliance Management

Performance Metrics

Routing

Production Scheduling

Preventive Maintenance

Real-Time Notifications

Service History

For HVAC Companies

Real-Time Updates

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Automated Scheduling

Work Order Management

Mobile App

Job Scheduling

Billing & Invoicing

Accounting Integration

Alerts/Escalation

Inventory Control

Reporting/Analytics

Contact Database

Online Time Clock

Supplier Management

Customizable Forms

Payment Collection in the Field

Quotes/Estimates

Third-Party Integrations

Maintenance Scheduling

Document Management

Inventory Management

Employee Management

Status Tracking

Fuel Management

Mobile Alerts

Document Storage

Route Optimization

Task Scheduling

Invoice Management

Communication Management

Calendar Management

Geolocation

Customizable Fields

Shipping Management

Data Import/Export

Route History

Two-Way Communication

Fuel Tracking

Route Management

Real Time Data

Historical Reporting

Territory Management

Workflow Management

Transportation Management

Reminders

Estimating

Customizable Templates

Customer Management

Delivery Tracking

Real Time Reporting

Monitoring

Job Tracking

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Salesforce Field Service

In Person

Live Online

Webinars

Documentation

Trello is a visual collaboration tool for planning tasks and projects. While commonly used by agile software development teams, the solution is also used in other departments such as marketing, sales, support and HR. The web-based solution provides tools to define projects, their requirements and the workflow to ensure projects are completed in a planned sequential manner.


Trello offers a digital board to create, organize and prioritize actions. Administrators or managers can even define workflows, assign tasks to individuals or teams, set deadlines and monitor progress. Trello cards allow users to collaborate with each other. Users can add comments, add members, and attach documents to the tasks assigned to them.


Trello offers a professional package that includes the privacy and administrative settings required by large enterprises. Trello integrates with a number of online applications including JIRA Cloud, Bitbucket Cloud, Google Drive, GitHub and Slack.



Commenting/Notes

Deadline Management

Milestone Tracking

Project Workflow

Messaging

Surveys & Feedback

Visual Workflow Management

Meeting Management

Idea Management

Due Date Tracking

Access Controls/Permissions

Process Change Tracking

Data Synchronization

Activity/News Feed

Templates

Progress Tracking

Task Board View

Workflow Configuration

SSL Security

Real Time Editing

Marketing Calendar

Portfolio Management

Project Planning/Scheduling

Strategic Planning

Project Management

Task Planning

Gantt/Timeline View

Rules-Based Workflow

Projections

Product Roadmapping

Knowledge Management

Brainstorming

Resource Management

$5.00 per user per month for Standard, $10 per user per month for Premium. Pricing starts at $17.50 per user per month (starting for 250 users, billed annually) for Enterprise.

Salesforce Field Service vs Trello

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Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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