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Description
Automate job data transfer between Salesforce Field Service and dispatch management systems Tow Jam streamlines the workflow between AAA Salesforce Field Service and TowBook by automatically transferring job data between the two platforms. Instead of manually copying and pasting customer info, vehicle details, and service addresses from Salesforce into TowBook, Tow Jam captures the job data and auto-fills the TowBook new call form for you. HOW IT WORKS • Open the Salesforce Field Service dispatch page • Jobs from the Gantt timeline are automatically captured and organized into a clean, easy-to-read list with icons for each job type and color-coded status indicators • Use the floating menu to browse, filter, and select jobs • Click "Copy to TowBook" and the form fields are filled in automatically SUPPORTED JOB TYPES • Tow • Jump Start • Lock-Out • Tire Service • Fuel Delivery • Winch Out FEATURES • Organized job list with icons per job type and color-coded statuses for quick visual reference • Status filtering to quickly find the jobs you need • One-click transfer from Salesforce to TowBook • Automatic form filling including customer name, phone, vehicle, address, and PO number • Smart account mapping based on service territory • Automatic job type detection and mapping • Overage charge calculation for Basic membership tows • Service fee assignment for specialty jobs (accidents, winch outs, lock-outs) • Job status management directly from the dispatch view Built for roadside assistance dispatchers and towing service providers who use both Salesforce Field Service and TowBook.