Field Service & Service Cloud Practice

Field operations
and service,
fully automated.

Salesforce Field Service Lightning for workforce scheduling and dispatch, Service Cloud for contact center and case management — connected by AI-powered automation and real-time customer data.

15K+
Field technicians dispatched
GE
Industrial FSL client
HomeServe
Home services FSL client
20+
Years enterprise experience
Two Platforms, One Practice
FSL and Service Cloud —
built to work together.

Field Service Lightning handles the workforce and work orders. Service Cloud handles the customer-facing contact center. ETI implements both and connects them so every field interaction is visible to every service rep.

Field Service Lightning
🔧

Field Service Lightning

AI-powered workforce management for field operations — scheduling optimization, mobile technician app, contractor management, and real-time dispatch for thousands of field resources.

  • Work Order and Work Order Line Item data model
  • Service Appointment and Resource scheduling
  • AI-powered Scheduling Optimization (Enhanced Scheduler)
  • Service Resource, Territory, and Skill management
  • Mobile app configuration for field technicians
  • Contractor and subcontractor workforce management
  • Parts and inventory management integration
  • Asset management and preventive maintenance
  • Real-time dispatch console for dispatchers
  • Operating Hours and Absence management
Service Cloud
🎧

Service Cloud

Omnichannel contact center with AI-powered case management — routing, knowledge, SLA automation, and agent productivity tools that let service reps resolve faster with less effort.

  • Case management and omnichannel routing
  • Knowledge base and article management
  • SLA, entitlements, and milestone automation
  • Agentforce Service Agent for case deflection
  • In-App & Web Messaging, WhatsApp, and SMS
  • Skills-based routing and overflow queues
  • Contact center analytics and CSAT tracking
  • Experience Cloud self-service portal
  • Einstein Case Classification and routing
  • CTI integration and voice channel setup
FSL Deep Dive
Field Service at enterprise scale.

Enterprise field service is not just scheduling. It's territory design, contractor networks, mobile apps, preventive maintenance, parts logistics, and SLA compliance — all connected to the customer record.

What enterprise FSL
actually requires.

ETI FSL experience: GE Industrial & HomeServe

At GE and HomeServe we implemented FSL for thousands of field technicians — complex territory hierarchies, contractor networks, skills-based routing, and AI scheduling optimization that reduced drive time and improved first-visit resolution rates.

The data model matters: WorkOrder → WorkOrderLineItem → ServiceAppointment → AssignedResource — getting this right from day one is the difference between a system that scales and one that collapses under load.

Discuss Your FSL Requirements
Territory Management

Service Territory hierarchies, coverage zones, and territory member assignment by skill and availability

Scheduling Optimization

AI-powered Enhanced Scheduler — minimizes travel time, respects skills, SLAs, and availability windows

Mobile App

FSL mobile configuration — work order steps, parts lookup, signature capture, photo, and offline mode

Contractor Networks

External contractor management — service territories, skill sets, capacity limits, and work order visibility controls

Asset Management

Customer asset tracking, service history, warranty management, and preventive maintenance scheduling

SLA & Entitlements

Entitlement processes, SLA milestones, response-time tracking, and automated escalation on breach

What We Deliver
Every service engagement,
covered.

Full-lifecycle FSL and Service Cloud delivery — from initial design through go-live and managed services.

🔧

FSL Implementation

End-to-end Field Service Lightning setup — territory design, work order model, scheduling configuration, and dispatcher console.

  • Work Order and ServiceAppointment data model
  • Service Territory and Operating Hours setup
  • Resource, Skill, and Absence management
  • Scheduling Policy and Optimization rules
  • Dispatcher console configuration
  • Integration with Service Cloud cases
🎧

Service Cloud Implementation

Full contact center setup — case model, omnichannel routing, knowledge base, SLAs, and AI-powered agent productivity.

  • Case object model and business process design
  • Omnichannel routing and queue configuration
  • Knowledge base structure and article templates
  • Entitlements and SLA milestone automation
  • Einstein Case Classification configuration
  • CSAT survey and reporting setup
🤖

Agentforce for Service

AI agents that handle first-line case deflection, knowledge retrieval, appointment booking, and escalation to human agents.

  • Service Agent topic and action design
  • Knowledge grounding for AI answers
  • Appointment self-service via Agentforce
  • Escalation rules and human handoff logic
  • Service Copilot for agent assistance
  • Performance dashboard and containment tracking
📱

Mobile & Digital Engagement

FSL mobile app for field technicians, plus digital messaging channels for customer engagement — SMS, WhatsApp, and web chat.

  • FSL mobile app customization and flows
  • Work order step configuration and photo capture
  • Offline mode and sync configuration
  • In-App & Web Messaging channel setup
  • WhatsApp and SMS for appointment reminders
  • Bot-to-human handoff flows
🌐

Experience Cloud & Self-Service

Customer and partner portals — self-service case submission, appointment tracking, knowledge search, and account management.

  • Experience Cloud template selection and branding
  • Self-service case portal with knowledge search
  • Appointment tracking and rescheduling
  • Customer-facing asset and service history
  • Partner community with deal and case visibility
  • Salesforce CRM data exposure controls
🛡️

Managed Services & Optimization

Post go-live FSL and Service Cloud administration — scheduling optimization tuning, release management, and performance improvements.

  • Scheduling rule tuning and KPI monitoring
  • Seasonal capacity planning support
  • Territory and resource management updates
  • Service Cloud routing and queue optimization
  • Salesforce seasonal release management
  • Enhancement backlog delivery
Related Practice Areas
Service connects to everything.

Field Service and Service Cloud are most powerful when connected to AI, billing, and the full customer data layer.

Ready to transform
your field operations?

Whether you're starting FSL from scratch, scaling an existing deployment, or modernizing your contact center — let's talk about what it takes.

Field Service Discovery (30 min) Send a Message