Contact person: Business Client

Phone:Show

Email:Show

Location: India

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I’m rolling out Salesforce Field Service Lightning alongside Service Cloud and have reached the stage where maintenance plans need to be fully set up and tailored. The out-of-the-box configuration gets me part of the way, but I still need both configuration and deeper customization so recurring work orders match our real-world service schedules.

Here’s what I need from you:

• Configure standard maintenance plan objects, templates, asset relationships, and service appointments so work orders generate on time and in the right status.
• Extend the framework with Flows, Apex, or Lightning Web Components whenever the standard frequency rules or UI fall short—think complex schedules, multi-asset coverage, or custom approval logic.
• Surface the plans properly in the Field Service mobile app so technicians always see upcoming visits, parts, and instructions.
• Tie everything back to our existing Service Cloud processes (cases, entitlements, milestones) to keep reporting and automation intact.

Acceptance criteria
A sandbox or demo org showing at least two active maintenance plans—one fully standard, one using your custom logic—both creating work orders automatically, plus deployment steps and concise user documentation/screenshots.

You’ll need solid experience with Salesforce Field Service, Flow, Process Builder, Apex, and Lightning Web Components. I’m ready to start right away and will answer questions quickly to keep the project moving." (client-provided description)