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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!
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.
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.
Increase in completed field service work
Fuel cost reduction
Time gain
per week
How customers grade the service of our clients.
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.
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!
Use the drag-and-drop interface for quick and easy scheduling of work orders.
Maintain an overview of work orders to be scheduled by choosing columns and setting filters.
Planning can’t always be precise to the minute, make it easier by dividing the days into adjustable time blocks.
Planning can’t always be accurate to the minute, so divide the days into adjustable time blocks to simplify the scheduling process.
Sometimes a technician may need to return to complete the job. There may also be multiple sub-tasks within a single service request. That’s why FieldBuddy allows you to schedule multiple work orders under the same service request.
Group your technicians based on similar skills, work regions, etc. This helps to easily filter the technicians that best fit the job when scheduling.
Keep the customer informed about changes in the schedule and the status of the service request by sending an automatically generated SMS or email.
Decide what is displayed, where, and when in the planning panel. For example, you can display data with color settings based on status, or use icons for special cases.
Validation rules assist the planner by automatically checking if the work order is scheduled correctly. This ensures that the right technician, with the right skills, arrives at the destination on time.
From a work order on the planning panel, you can start a workflow that performs a series of automatic actions, such as updating data or notifying technicians or customers. Read more under the theme of process automation.
Planning checklists are configurable checklists. These lists are called up from a scheduled work order and checked off before a schedule is finalized.
With the capacity planning feature, you can make deployability transparent. You will know exactly what the occupancy is and can therefore see how much capacity you still need to meet this demand based on the request.
The route optimization tool helps you to plan as optimally as possible so that the technician drives the most optimal route and uses as little time and fuel as possible.
In the maintenance planning module, you can automatically create work orders for recurring maintenance obligations. These become visible in the planning list as soon as the system knows that the maintenance visit is due again.
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