Job scheduling

Manage multiple calls, allocations and all day-to-day office activity from your graphical diary. Maximise your resource allocation, job scheduling and promote effective collaboration between the office and the field-based team.

View availability

Each engineer has their own graphical diary so you can immediately check their availabilityand job schedule. Colour-coding and labelling enables you to differentiate between different types of job (for example, breakdowns, return to fit and service jobs) as well as any generic business activity such as meetings and events. You can also plan in holidays, view sickness and absence. Double-click on the planner to get full detail about each job.

Workforce management

You can open multiple diaries at one time, making it easy to re-allocate jobs between engineers by simply using 'drag and drop.' Manage larger projects by extending jobs to multiple engineers over multiple days.

Effective allocation

Filter by customer location, engineer skill set or combination of both. You choose the search criteria and the system prompts the best engineer/s for the job. On allocating a job, your engineers receive a detailed job sheet either by fax, email or SMS, along with any call history so they go to your customer's site fully informed.

Call management

Response times are recorded automatically. All your engineers' travel times are entered, along with start and finish times. All details regarding job resolution, such as time of call, parts used, fix codes, parts required and loan items can all be entered. Optional information such as customer order reference and 'next visit reminders' can also be recorded, as well as call codes to provide analysis on the most frequent faults and fixes.

Further information:

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4 steps to selecting service management software

This structured approach to software selection will help you determine which solution best meets your needs. Covering everything from research to implementation, this useful guide also provides detailed coverage of service-specific functionality, such as meter billing & contract management tools, PDA integration and more.
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