Field Service and Scheduler, set up for how your crews actually work
Salesforce Field Service manages work orders, dispatch, and mobile technicians; Salesforce Scheduler handles appointment booking, either for internal dispatch or customer self-service. CRM Unity implements both together for field service businesses that need scheduling logic to match how crews and territories actually work, not just the platform defaults.
Talk about your project →What's included in a Field Service and Scheduler implementation
- Work order, service territory, and skill-based routing configuration
- Scheduling policy design for dispatch or self-service booking
- Mobile app configuration for field technicians
- Integration with existing dispatch or inventory systems
Common questions
What's the difference between Salesforce Field Service and Salesforce Scheduler?
Field Service manages the full lifecycle of a work order, dispatch, routing, mobile technician tools, and parts. Scheduler is narrower: it manages appointment booking, either for internal staff or customer self-service, and can run on its own or alongside Field Service.
Can Salesforce Scheduler replace our third-party scheduling tool?
In most cases, yes, if scheduling data needs to live in Salesforce anyway, since it removes the sync work between two systems. Whether it's a full replacement depends on features the third-party tool handles today that Scheduler would need to cover.