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Service planning

Streamline all your planning processes.

Planning with Excel spreadsheets, calendars like Outlook or Google Calendar is really a thing of the past. Get real-time insight into your field service planning, keep an overview and increase customer satisfaction with FieldBuddy’s digital planning tool.

It contains all the information necessary for optimal field service planning. At a glance, it is clear what the status of a Work Order and of the mechanic is. Get a grip on your planning!

Real-time overview in your service planning

With the live overview provided by FieldBuddy, you always have a clear picture of where each technician is located, whether they are on the move, and if there are any changes to an existing work order.

Work orders can be quickly and easily assigned to the available technicians at the right time using the drag-and-drop feature. This way, you maintain control and oversight.

Route optimization

The route optimization tool aids in utilizing your field service to its utmost potential. It ensures that your technicians follow the best route, minimizing time and fuel consumption. This results in efficient and streamlined scheduling.

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Service planning optimization

With FieldBuddy, you can ensure optimal scheduling. Work orders can be automatically scheduled among a group of field service workers. Scheduling can be based on skills, availability, routes, and more. This leads to efficient scheduling and saves time for field services. Once an appointment is scheduled, a confirmation can be sent to the customer automatically or manually, either through SMS or email.

Personalize your digital planning board

One of the many advantages of FieldBuddy is the broad option for customization. For example, decide the information you want to display for an appointment, and also tailor the Dispatch Panel (FieldBuddy’s planning panel) as desired. You can choose what is displayed where and when in the planning panel based on colors and icons, for example. The icons and texts that accompany appointments can be easily changed. You can also select your own filters and columns in FieldBuddy’s planning bin. All of this is to provide the planner with an overview and insight in the way they prefer!

All service planning features at a glance

Drag-and-drop

Customizable appointment blocks

Customizable planning listsn

Custom Themes

Configure your own themes that determine the color representation and style of appointments.

Groupings of technicians

Group technicians into certain groups with the same skills, types, work area, etc. By doing this you can easily filter the right technician for the job during planning.

Skills

Assign skills to your technicians and work orders (automatically) require skills. This way, you schedule the right technician for the work order.

Customer notifications

Keep the client informed of changes in the schedule and the status of the service request by sending an automatically generated SMS or email.

Start workflows

Starting from a work order, initiate a sequence of automatic actions, such as updating data or notifying mechanics or clients. Read more under the theme of process automation.

Search

Search all data available in FieldBuddy.

Working hours

Indicate per resource what the working hours are.

Overview

View the planning per day or for 1, 2, 4, or 8 weeks.

Map

Scheduled, unscheduled work orders, routes, and resources on a map.

Themes

Themes determine the color representation/style of the appointments. Switch quickly and easily between the different themes.

Constraints

Set appointments by time or resource; specify in which time period the appointment should take place.

Absence

Easily indicate when a resource is absent, for example, a dentist appointment, leave, etc.

Appointment confirmation

With one click, send a confirmation of the appointment to a client by SMS or email.

Multiple work orders per service request

Sometimes the technician needs to look back to complete the task. It often happens that a service request consists of several subtasks. That’s why it’s handy that with FieldBuddy you can place multiple work orders under the same service request.

Customizable layouts

Decide for yourself what, when, and how something is highlighted in the planning panel. For example, think of showing data in combination with color settings, based on the status, or specific peculiarities.

Planning validation rules

Validation rules help the planner by automatically validating whether the work order is just being scheduled. So make sure the right technician, with the right skills, (and time!) is at the right location to start the work shift.

Route optimization

The route optimization tool helps you to plan as optimally as possible so that the technician drives the most optimal route and consumes as little time and fuel as possible.