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Salesforce Field Service Lightning Quickstart Package
Field service teams that rely on spreadsheets, phone calls, and manual dispatch lose time — and customers — every day. Perigeon’s Field Service Quickstart gets your operations fully configured with automated work order management, intelligent scheduling, real-time mobile access for technicians, and inventory tracking — all live in just 2 weeks. Designed for businesses in utilities, manufacturing, telecoms, HVAC, and any industry with a field workforce that needs to move faster and smarter.
2 Weeks Go-Live
Salesforce Certified Consultants
5-Star Rated Service
Field Service Consulting
What's Included in This Package
Completion Timeline:
Approximately 2 Weeks
email [email protected] for more information.
Project Kickoff & Business Process Review
We’ll analyze your field service operations and introduce our expert team for setup.
Work Order Management Setup
We’ll configure work order tracking to optimize technician scheduling and job assignments.
Mobile Workforce Enablement
We’ll set up mobile capabilities for field technicians to update job statuses in real time.
Inventory & Asset Tracking
We’ll integrate inventory management for seamless tracking of tools and equipment.
Service Appointment Scheduling
We’ll configure intelligent scheduling to optimize routes and reduce travel time.
Field Service Lightning Training Session
We’ll provide a one-hour training session to equip your team with essential field service tools.
Our Quickstart Implementation Approach
Discovery & Planning
We review your field operations workflows, dispatch process, technician structure, inventory setup, and SLA requirements. Consultant assigned and project scope finalized.
Configuration & Build
Work orders, scheduling engine, dispatcher console, mobile app, inventory tracking, and dashboards configured in your Salesforce Field Service org.
Data Import & Testing
Existing work orders, asset records, and inventory data imported. Scheduling rules, mobile app access, and notification workflows tested end-to-end.
Training & Go-Live
Your dispatch team and field technicians trained on Salesforce Field Service — then handed a fully live, ready-to-use setup in 2 weeks.
Field Service Quickstart Benefits
Go Live 3x Faster
2-week delivery vs. the industry standard of 6+ weeks — start dispatching smarter and reducing missed appointments immediately.
Right Technician, Right Job, Every Time
Intelligent scheduling eliminates manual dispatch guesswork — technicians are matched to jobs by skill, proximity, and availability automatically.
Field Teams Work Without Office Dependency
Mobile app gives technicians everything they need on-site — job details, customer history, parts info, and real-time status updates — whether they’re online or offline.
Inventory Always Under Control
Parts and equipment tracked across locations and vans in real time — no more emergency restocking or missed jobs due to missing inventory.
Fixed Scope, No Surprises
Know exactly what you get before the project starts — no scope creep, no unexpected costs, no delays.
Enhance Your QTC Process with Add-ons
Certified Salesforce Field Service consultants
Experience across Utilities, Manufacturing, Telecoms, HVAC & Facilities
US + India presence — flexible timezone support
Go-live in 2 weeks — guaranteed scope
Post go-live support available
Get Started Today!
Ready to transform your business with Salesforce Quickstart Implementation? Let Perigeon’s experts handle the setup while you focus on growing your business.
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Frequently asked questions
What is a Salesforce Field Service QuickStart?
A QuickStart is a fixed-scope, fast-track implementation that gets Salesforce Field Service configured and live in just 2 weeks. It covers work order management, intelligent scheduling, dispatcher console setup, mobile workforce enablement, inventory tracking, analytics dashboards, and team training.
What industries is this QuickStart suitable for?
This package is ideal for any business with a field workforce — including utilities, HVAC, telecoms, manufacturing, facilities management, medical equipment servicing, and construction. If your team dispatches technicians or manages on-site service jobs, this QuickStart is built for you.
Does the mobile app work offline?
Yes. The Salesforce Field Service mobile app supports offline mode — technicians can view job details, update work order status, and log notes even without an internet connection. Data syncs automatically when connectivity is restored.
Can we integrate Salesforce Field Service with our existing ERP or Service Cloud?
Basic integration setup is available as part of this QuickStart. Deep integrations with ERP systems (SAP, Oracle, etc.) or advanced Service Cloud configurations are scoped as separate engagements. Perigeon can deliver these as follow-on work after go-live.
Does this include Einstein AI Scheduling optimization?
The QuickStart includes standard Salesforce scheduling engine configuration. Advanced Einstein AI-powered scheduling optimization is available as an add-on engagement after the QuickStart is complete.
What happens after go-live?
Perigeon offers post go-live support packages that include additional configuration, SLA rule setup, advanced scheduling rules, ERP integrations, custom mobile app features, and ongoing admin support. Speak to your consultant about the right support option for your team.
Free Consultation
Turn your Salesforce ideas into real business results
Planning a Salesforce project or exploring ways to improve your existing setup? Let’s connect. Our experts will understand your business goals, evaluate your requirements, and guide you toward the right Salesforce solution—no obligation, just clear direction.
Whether you’re starting fresh or optimizing what you already have, Perigeon is here to help you move forward with confidence.
Ujval Shah
CEO, Perigeon Software Pvt. Ltd.
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