Salesforce Field Service Extension
MRO Inventory Management for Salesforce Field Service
Salesforce Field Service handles work orders and dispatch, but it doesn't include the inventory management your technicians' repair parts and supplies need. AssetOptics for Salesforce Field Service adds a complete MRO inventory and procurement layer to your existing FSL implementation, without leaving the Salesforce platform.
The Inventory Layer That Field Service Is Missing
Salesforce Field Service is built around scheduling and dispatching technicians. What it doesn't include is the inventory management infrastructure to ensure those technicians arrive with the right parts.
AssetOptics for Salesforce Field Service is a separate managed package that installs directly into your existing FSL org. It adds inventory tracking, demand-based reservation, automatic replenishment, and procurement workflows, all built on the same Salesforce platform, using the same Product Request records your team already creates.
No integration layer. No separate system. Just the MRO functionality that FSL was never designed to provide, added directly to the platform you already run on.
Installation
Managed package that installs into your existing FSL org
Architecture
100% native Salesforce, no middleware or integration
FSL Requirement
Requires an existing Salesforce Field Service implementation
AppExchange
Listed and vetted on the Salesforce AppExchange
What AssetOptics Adds to Field Service
Inventory Management
- Track Quantity On Hand, Quantity Reserved, and Quantity Available for every Product Item
- Reserve inventory for Product Requests based on Need-by Date and vendor Lead Time
- Define Minimum Stocking Quantity and Economic Order Quantity per Product Item
- Manage inventory across multiple locations and Bin locations
- Track bulk-stock and serialized inventory separately
Procurement
- Automatically generate Purchase Requisitions when Quantity Available falls below Minimum Stocking Quantity
- Calculate order quantities based on forecasted demand, Economic Order Quantities, and preferred vendor lead times
- Generate Purchase Orders and Transfer Orders for replenishment
- Purchase services and non-stock items alongside repair parts
- Track vendor-specific case pack configurations and pricing
- Specify balance sheet and expense accounts to support Product Item accounting
Costing & Forecasting
- Track Plan vs. Actual material costs for Work Orders
- Manage Last-In, Weighted Average, and Standard cost methods per Product Item
- Forecast future inventory requirements based on Work Order Need-by Dates
- Measure vendor KPIs to evaluate supplier performance over time
How It Works
The extension connects to your existing Field Service work orders and Product Requests, adding an inventory and procurement layer that closes the loop between parts demand and parts availability.
Product Request Created
A technician or dispatcher creates a Product Request on a Field Service Work Order, specifying the part needed and the Need-by Date.
Inventory Reserved
AssetOptics checks Quantity Available and reserves stock for the request. If inventory is insufficient, the shortage is flagged against the Need-by Date and Lead Time.
Replenishment Triggered
When Quantity Available falls below Minimum Stocking Quantity, a Purchase Requisition is automatically generated using Economic Order Quantity and vendor lead time data.
Order Fulfilled
A Purchase Order or Transfer Order is issued. On receipt, inventory is updated and reserved quantities are fulfilled, right on time for the work order.
See It in Action
Watch a 10-minute walkthrough of the Field Service Extension, covering inventory management, procurement, and how it integrates with your Salesforce Field Service environment.
Who Is This For?
This package is specifically for field service operations that are already running Salesforce Field Service and need to add an MRO inventory and procurement capability without implementing a separate system.
Field Service Managers
Ensure technicians have the right parts before they arrive on site. Cut repeat truck rolls caused by missing parts.
Inventory & Purchasing Managers
Manage stocking levels, set replenishment policies, and automate purchase requisitions, all within Salesforce.
Finance & Operations
Track Plan vs. Actual material costs on Work Orders. Manage inventory valuations with standard, last-in, or weighted average costing methods.
Salesforce Administrators
Install and configure directly in your existing FSL org. No external integrations or middleware to maintain.
Good Fit If You...
- Already have Salesforce Field Service implemented and running
- Manage repair parts, consumables, or supplies for field technicians
- Want inventory and purchasing tracked in Salesforce, not a separate ERP or spreadsheet
- Need to reserve parts against specific work orders based on when they're needed
- Have procurement workflows that should tie directly to work order demand
- Want accurate material cost tracking on Work Orders
Not a fit if you...
Don't currently use Salesforce Field Service. If you need a full EAM/CMMS, including work orders, asset management, and preventive maintenance, see AssetOptics EAM instead.
See It in Your Field Service Org
The best way to evaluate this extension is with a live walkthrough using your own Product Request and inventory data. We'll show you the full workflow running alongside Salesforce Field Service.