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        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!

        Planning

        Stroomlijn al je
        planningsprocessen

        Plannen met Excel spreadsheets, kalenders zoals Outlook of Google Agenda is echt verleden tijd. Zorg voor real-time inzicht in de planning van je buitendienst, hou het overzicht en vergroot klanttevredenheid met de digitale planningstool van FieldBuddy. Het bevat alle informatie die nodig is voor een optimale buitendienstplanning. In één oogopslag is duidelijk wat de status van een Werkbon en van de monteur is. Krijg grip op je planning!

        planning_icon_realtime overzicht

        Real-time overview

        Respond quickly to (rush) jobs with the real-time planning module

        Planning_icon_route optimalisatie

        Route optimization

        Make sure your field service is driving the most efficient route

        Planning_icon_personaliseerjebplanboard

        Personalize planning board

        Choose from the many options to set up the planning board to perfectly suit your business.

        planning_icon_realtime overzicht

        Real-time overview

        The live overview within FieldBuddy makes it always clear where each technician is, whether the technician is on his way, but also whether there are any changes in an existing work order.

         

        Work orders can be dragged and dropped quickly and easily to the available mechanic at the right time thanks to the drag-and-drop function. This way you keep an overview.

        Planning_icon_route optimalisatie

        Route optimization

        The route optimization tool helps you to optimize your field service. It ensures that the mechanic drives the best route, so that, for example, as little time and fuel as possible is consumed. 

         

        This ensures an efficient and tight planning. Curious how this works? Watch the Smartplanning video below.

        icon_optimalisatie

        Schedule optimization

        With the help of FieldBuddy, you ensure optimal planning. Work orders can be automatically scheduled across a group of field service employees. Scheduling can be based on skills, availability, routes and more. 

         

        This ensures efficient scheduling and time savings for the field staff. Is the appointment scheduled? Then a confirmation can be sent to the customer automatically or manually. Both via SMS and, for example, via e-mail.

        Planning_icon_personaliseerjebplanboard

        Personalize your planning board

        One of the many advantages of FieldBuddy is the wide range of options for personalization. For example, you can think up the information you want to show with an appointment, but also customise the Dispatch Panel (the planning panel of FieldBuddy).

         

        You can determine what is shown where and when in the plan panel on the basis of colors and icons, for example. The icons and texts that appear with appointments can easily be changed.

         

        You can also choose your own filters and columns in FieldBuddy’s plan panel.

         

        Everything to give the planner overview and insight in a way that he wants!

        Alle planning features op een rij

        Use the drag-and-drop interface to schedule work orders quickly and easily.

        Maintain an overview of work orders to be scheduled by choosing columns and setting filters.

        Planning is not always possible down to the minute, so divide the days into adjustable time slots. This makes planning a lot easier.

        Planning is not always possible down to the minute, so divide the days into adjustable time slots. This makes planning a lot easier.

        Sometimes the technician has to return once to complete the job. It also happens that a service request consists of several partial orders. That’s why it’s handy that FieldBuddy allows you to immediately schedule multiple work orders under the same service request.

        Divide your mechanics into certain groups with the same skills, work region, etc. By doing this, you can easily filter on the mechanics that best fit the job when scheduling.

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

        Decide what will be shown in the plan panel, where and when. For example: displaying data, in combination with color settings, based on status, or icons in case of details.

        Validation rules help the planner by automatically validating whether the work order is scheduled correctly. This ensures that the right mechanic, with the right skills, appears (on time!) at the destination location.

        From a work order on the plan panel, start a workflow that performs a series of automatic actions, such as updating data or notifying mechanics or customers. Read more under the topic of process automation.

        Planning checklists are configurable checklists. These lists are called up from a planned work order and checked off before a schedule is finalized.

        Using the capacity planning function, you make the employability insightful. You know exactly what the utilization is and can therefore see, based on the demand, how much capacity you still need to meet this demand.

        The route optimization tool helps you plan as optimally as possible so that the mechanic drives the most optimal route and uses the least amount of time and fuel.

        In the maintenance planning module you can have work orders created automatically for recurring maintenance obligations. These are immediately visible in the plan list as soon as the system knows that the maintenance visit is due again.

        Or check out the other field service management opportunities

        Want to know more about planning?

        Take your Field Service Management to the next level with FieldBuddy.

        Schedule a demo or view prices.

        From

        39 user/month
        (annual billing)
        •  

        Customers about FieldBuddy

        "With FieldBuddy, our 400 mechanics work a lot more efficiently and the data is of a higher quality. And that saves money."
        Wiegert Hoekstra
        Feenstra
        "The implementation of FieldBuddy has been a great success; very flexible and fast delivery despite our complex requirements."
        Bas Kasteel
        Fudura
        "Because of FieldBuddy, communication and scheduling with the mechanics now runs smoothly and is completely aligned!"
        Jos van den Biggelaar
        De Ridder

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