Field Service Management and Engineer Scheduling

Manage Unlimited Engineers, Clients and Equipment

Field Service Management

You can manage all the work for your engineers, staff, clients and external people like contractors, all in a single secure tool with great visibility.

Field Service Work

Schedule any type of work or activity. Plan and track work, jobs, services, installations, surveys, projects and many others, as you can create your own categories the way you need.

Field Service Time

Schedule blocks of time from minutes to years and include the engineers, assets and tags you need. Our system ensures you have no more double booking or off time issues.

Your Planners Can...

Plan the workload and activities for all your engineers and clients quickly and easily.
Automatically attach customers details like location, work history and contacts.
See live feedback when your engineers check-in on site.
See progress changes like done, return visit need, parts required, all automatically.
Print work sheets for any customers or time sheets for your engineers.
Update the status of the work for progressing by other staff and departments.
Close/complete the activity when the work is complete.
Export or report on any clients current and historical work.

Your Engineers Can...

Use the engineer calendar to see their workload and planned activities on any device in any location.
Get directions to the site or customers location.
Check-in when they arrive at site.
Update the work done live in the schedule app.
Get the customer to sign off the work completed.
Print or email a work sheet directly to the customer.
Update the progress of the work for instant feedback to the office.
Check-out when the work is complete, and go to the next activity.

Field Service Management Features

Powerful Views and Layouts

Choose between 8 different views, calendars and layouts to view your staff and their all planned work just as you need.

Allow the planners and the employees to view the schedule and workload planned in the best way. Every person can choose their own preferred schedule views for the device they are using and tasks they are trying to complete.

Quick and Easy, Drag and Drop

Plan your staff with a click, or drag and drop to reallocate and move work in seconds.

Our drag and drop interface allows for very rapid staff planning and scheduling. When the work requirements change you can simply drag planned work to new staff or along the timeline to a different date.

Schedule Staff and More

Schedule your staff and any other resources or assets your staff need to get the work done.

Planning work for your staff may require the need for equipment in a room or site, doing the work for a client. All your equipment, rooms, clients, courses, and any other assets can also be tagged and scheduled.

Tagging and Categorising

Tag your staff and the work for your staff to make viewing, filtering and reporting simple.

Create your own tags to making planning fast and easy as you just need to tag all the important details from preset lists and also eliminate the need for manual typing.

Reports and Statistical Analysis

Timesheets and reports on all your staff and the work they have done.

Create your own custom reports or use any of the free samples provided. Run timesheets, utilisation reports, and booking forms to see exactly how many hours are booked to your staff, total costs booked on a project, and how many hours are to be charged to a client.

Access Anywhere on Any Device

Allow your staff to access their work and schedule on their preferred device and software.

Scheduling and planning can be done anywhere on any device with our powerful online web interface and our mobile apps. If you need a full planning tool to schedule your staff, or just a way for your staff to view what is planned, our apps can do it all.

Unlimited Event History and Audit Trail

Things change, allow everyone to see a log of these changes to understand who and why.

Initial planned work is often changed, updated and progressed. Having a log of each step, which includes the details of who made that change, can be very useful to get the full understanding.

Workflow Automations and External Integrations

Integrate your staffs workload into the software tools you already use.

Staff planning is not an isolated activity and our API allows incoming data from your CRM tool, HR software, ticket or incoming call system, and outgoing updated data can be sent to back to your CRM, finance tool, messaging system or any of 1000s of other integrations.

integrate field service scheduling software

Key Features and Benefits of Scheduling Software for Field Service

Read our blog on The Important Benefits of Scheduling Software for Field Service

Key Features and Benefits of Scheduling Software for Field Service

“Field service operations are the backbone of many industries, from utilities and telecommunications to healthcare and maintenance. Effective field service management is crucial for ensuring timely and efficient service delivery, minimizing downtime, and maximizing... Read more on field service scheduling software.

12 Top Tips for Choosing the Right Scheduling Software

Read our blog on 12 Top Tips for Choosing the Right Scheduling Software

12 Top Tips for Choosing the Right Scheduling Software

“Tip 1 - Before diving into the world of scheduling software, take the time to identify your unique requirements and objectives. Consider the type and frequency of appointments you handle, the number of users who need access, the number of resources you need... Read more on choosing the right scheduling software.

The Top Resources Our Clients Are Scheduling

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What Our Clients Say About Us

THESE COMPANIES TRUST AND USE SCHEDULE IT...

Fantastic tool and friendly UI. It has helped us to massively improve the necessary record keeping as well as all the planning. The business has seen huge improvements since we've implemented this."