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Field service

Field service gamification that rewards the job done properly, on the Work Order itself.

Novigem scores the Work Orders and Service Appointments your technicians already complete in Salesforce: the status, the report, the details. Points land when the record saves, and technicians earn badges for the work done right.

01 · The problem

The job got done. The record didn't.

Field work happens away from a desk, so the Salesforce record is the last thing on the list. Everything that depends on that record pays for it later.

Reports written from memory

The job report gets typed in the van at the end of the day, or the next morning. What was replaced, what was measured and what the customer was told shrink to three words.

The next visit starts blind

When the same asset fails again, the technician who goes back finds a closed Work Order that says the job was done, and nothing about how.

Good work goes unseen

The technician who documents every job properly looks exactly like the one who does not, until a callback or a complaint makes the difference visible.

02 · What changes

Reward the record, the moment it is saved.

Novigem runs inside Salesforce and scores the Work Order when the technician saves it. Set the bar once, for example a report of at least 20 words, and a complete record earns points while an empty one earns none. Same job, same technician, a different habit.

Work Order · Completed
Boiler service
Job report

Replaced valve. Tested. Done.

4 wordsNo points
Work Order · Completed
Boiler service
Job report

Replaced the leaking pressure relief valve on the boiler. Tested at 1.5 bar for 15 minutes, no drop. Customer shown the new filling loop. Advised annual service in March.

29 words+25 points

Illustration of one rule: Work Order completed, report of at least 20 words, 25 points.

03 · What you get

Built for the objects field teams work in.

01

Rules on Work Orders and Service Appointments

Score the field service objects your team already completes. Status changes, filled fields, dates, the length of a report: every condition is a field on the record.

02

Quality thresholds, not job counts

Require a report of at least 20 words, an asset on the job, or a close-out on the same day. A quick close with an empty report earns nothing.

03

Crew challenges and head-to-head battles

Run a challenge per region or per crew, or put two crews against each other on the same rule. Leaderboards reset on the period you choose, and can run on the depot TV with the Novigem Wallboard.

04

Team Pulse for whoever plans the work

Engagement, goal pace and last activity per technician on one screen, with the people who need attention at the top.

Setup: register Work Order or Service Appointment in Novigem Admin and add one record-triggered Flow that calls the packaged Evaluate Record with Novigem action. No Apex, and everything still runs inside your org.

04 · For the technician

Badges for the work they are proud of.

A badge marks something a technician actually did: fifty jobs closed with a complete report, twenty-five close-outs on the day. It is earned the moment the record saves, not handed out at the yearly review.

  • Designed in the Badge Builder, with your own names and colours
  • Attached to a challenge, so finishing it awards the badge
  • Collected on the technician's own profile, earned and still to earn
  • Announced in Chatter and in the activity feed on the team's wallboard
Challenge completed

You completed Clean Reports, October.

Clean ReportClean Report
Same-Day CloseSame-Day Close
+150 pointsChallenge bonus +100 · Same-day close +50
05 · Impact

Measured on your own Work Orders, in six weeks.

The pilot takes a baseline before the first challenge starts and compares at week six. These are the numbers a field service pilot usually tracks.

Week 0Week 6

Completed Work Orders with a full report

Share of Work Orders closed with a report above your word threshold

Week 0Week 6

Same-day close-out

Share of Service Appointments completed on the day they were worked

Week 0Week 6

Asset recorded on the job

Share of completed Work Orders with the asset filled in

You only pay if you continue after week six. Start a pilot

Fit

Is Novigem right for your service team?

Good fit if
  • Service teams that already complete Work Orders or Service Appointments in Salesforce
  • Service managers who chase incomplete job reports at the end of the week
  • Teams that share a depot, workshop or office with a screen on the wall
Not ideal if
  • Field teams whose jobs live in a separate field service tool rather than in Salesforce
  • Technicians who never create or update a Salesforce record themselves
  • Teams looking for route planning or scheduling. Novigem scores the work; it does not plan it
FAQ

Questions from service teams

Does Novigem work with Salesforce Field Service?
Yes. Work Order and Service Appointment are standard Salesforce objects. Register them once in Novigem Admin and add one record-triggered Flow that calls the packaged Evaluate Record with Novigem action. Rules on those objects then score like any other, inside your org.
Do technicians have to open anything new?
No. Points come from the records they already complete. Standings show on the Salesforce home page and, if the team shares a space, on a TV through the Novigem Wallboard.
Can it reward quality instead of the number of jobs?
Yes, and that is the point. A rule can require a report of a minimum length, a field to be filled or a close-out on the same day, so a quick close with an empty report earns nothing.
Is pricing different for field service teams?
No. The same plans apply: EUR 399/month for 5 to 15 users and EUR 699/month for 16 to 30, with a 6-week pilot where you only pay if you continue.

Novigem for other teams

All teams