Easily Remove Phone Field from the Customer Service Report

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How to Remove Phone Field from the Customer Service Report

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[Music] hello and welcome everyone to part 11 which is the last part of field service lightning series today well discuss everything related to service reports and well have a quick tour of the field service mobile application a very quick introduction about me my name is kyati mehta i live in kolkata india im working as a sales force developer at cockmans in technology solutions i am a proud marketing champion i also lead the salesforce women in tech group polygeta i have run multiple initiatives in india like helping underprivileged children with sales force and helping special students with salesforce and for which i was recently featured on salesforce blog for my outdocHub work i love everything about community and helping and giving back to the community hence im a community speaker a trailhead mentor i also have a blog of my own named as all about salesforce and a podcast that i run which is named as salesforce of bits with kathy you can always connect with me over linkedin a

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How do I remove a field from a report?

Click the field on the layout, then press Backspace or Delete.

How do you create a service report from Field Service Mobile App?

To create a service report in the app, navigate to a service appointment, work order, or work order line item. Tap the action icon, then tap Create Service Report. If the service report template includes a signature section, youre prompted to Sign Confirm.

What should be in a service report?

Customer service reports provide an overview of all customer service requests so you can keep track of the trends, which allow you to identify areas for improvement, plan the workload and schedules of your support team and, most importantly, make sure your customers expectations are well met.

How do I remove a field from a standard report type?

On the Report Type, locate the Fields Available for Reports section and click Edit Layout. On Field Layout Properties, locate the EventApiEventc field. It will show up as DEPRECATED. Drag and drop the DEPRECATED field to the Fields Lookup window on the right-hand side to remove it.

Why is service report important?

Customer reports are critical for setting and meeting customer expectations. The Purpose of a customer service report is to get direct feedback, and then take that user generated data to make better decisions in the future.

How do I create a service report?

To create a service report in the Field Service mobile app, navigate to a service appointment, work order, or work order line item. Tap the action icon, then tap Create Service Report.

How do you start a customer service report?

10 Top Tips for Customer Service Data Analysis Create a detailed report plan. Structure your reports based on the end-user. Choose your KPIs. Monitor and analyze your data regularly. Use a balanced mix of service KPIs. Tell a story with your data. Create customer profiles personas. Segment your customers.

What are the 4 metrics of customer service?

Youll explore various metricsincluding first contact resolution rate, average response time, next issue avoidance, and average handle timeto gauge your customer service teams strengths and development areas.

How do you write a field service report?

A field service report should include the following information. Customer and technician information (name, address, contact information, and company name) The reported issue. The inspection report including visuals. The repairs/replacements required. Actions to be done by the technician. Follow-up audits, if necessary.

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