Book tools on a Work Order or a Service appointment
Map Tools
Define the default toolset needed for every Work Order
Tool Plan
Plan tool's transit or repair or calibration
Gantt View
A dashboard view to check tools availability
Tool Management Solution
ToolSchedulerPro is a plug-in to help you manage tool booking in a seamless way to schedule or rent a tool from the inventory along with scheduling technicians in FSL. The tools are often shared assets, and their availability needs to be planned along with the scheduling and dispatching for technicians. The tools requested will have to go through an approval from the respective management representative basis the tool availability.
Features of Tool Management
Manage tool categories, individual tools, assets and tool statuses.
Map tool categories to SF Work Types to define the default toolset needed for every Work Order.
Book tools on a Work Order or a Service appointment, by their availability from a Gantt view.
Ability for a tool manager to review new tool bookings against existing bookings which are pending for approvals.
Ability for a field technician to view the status of tool requests and the list of approved tools made available for the service appointment, from the web and the Field Service Lightning Mobile App.
Customer Success Stories
From an idea to an unforgettable and measurable customer experience
2, true, false, Enabling Agile Decision Making, false, ASVP is a comprehensive success plan& to streamline your business processes& minimize decision-making bottlenecks& and respond rapidly to new updates and changes.^, Back, Continue
3, false, false, asvp Unique Value Proposition, false, Agility and Adaptability^Continuous Improvement^Strategic Platform Alignment^Maximizing ROI^Data Security Priority^Comprehensive/Dynamic^, Back, Next
4, true, true, Good choice! Explore our plans to find the perfect fit for your needs., false, buildImageCard, Back, Continue
5, false, false, asvp Complements Salesforce Success Plans, false, Maximize Salesforce potential and achieve better results^Get full value of the platform’s extendibility^Fast implementation with higher ROI from Salesforce^Get customizable app functionality^Accelerate your time-to-value^, Back, Next
3, true, IN, https://www.crmit.com/wp-content/uploads/2022/08/mickey-bedi.jpg, Mickey Bedi, Vice President & Geo Leader of India, mickey.bedi@crmit.com