Schedule visits for jobs and assign to available technicians displayed on the modern and comprehensive drag & drop calendar
Find all the unassigned visits right on the same calendar page of the current month. Just drag the unassigned visit onto the date on which you want to assign it and it is automatically saved. It’s that simple!
The ‘Drag & Drop’ feature assures the easiest approach of scheduling. The calendar lets you view all visits that have been scheduled and assigned technicians, just by opening the calendar view under ‘Scheduler.’ For full access to information, calendar also displays unassigned and unscheduled jobs
Find the calendar for Visits under the ‘Scheduler’ module → Calendar View. You can also reschedule a visit by dragging it from one date to another. If the visit can still be carried out on the given date and time, just re-assign another technician instead of rescheduling the whole visit.
Here’s how the field service management solution makes a difference:
Views
There are four view options that you can select for the field schedule manager’s calendar:
- Day View – View the schedule and technician availability for a particular day, expanded view of timings.
- Week View – View the schedule and technician availability for the current week from Sunday through Saturday.
- Month View – View the schedule and technician availability for the current entire month with days of the week.
- Team View– View the schedule and technician availability for you team of technicians/staff. You can choose to view either only specified working hours or for 24 hours altogether.
- Separate calculated total for the entire purchase order – with tax and without tax
- Once the inventory used serve no purpose for future services that you provide, you can delete any of the items one by one or multiple at a time. If none of the items are helpful, you can delete the entire purchase order from the FieldPLANR database.
The module allows you to smart-schedule visits by assigning the same technician to different jobs that share nearby locations, thereby saving on commutation cost and precious time.
The highly modular field service management software is easily a market leader and lets you take the authority of your business and pick the modules that you need. If you are still concerned about a field’s functionality of your business that you can’t find among our modules, contact us here and we will be happy to assist you!
A quick look at some of the important modules and features of FIELDPLANR
Crm
Automate your client information management system and provide the best customer services than any manual method can
Quote manager
This ensures that the quote estimation is as accurate as it can get, leaving no space for confusion from your customer.
Project Manager
Manage multiple one-time jobs efficiently and quickly access related information in real-time with the one-stop Project Manager.
Job Manager
Jobs frame your field services. Automate the process from job creation to completion. Please your clients with your field services and retain them for a long time.
Invoice Manager
Jobs frame your field services. Automate the process from job creation to completion. Please your clients with your field services and retain them for a long time.
Services Manager
Services can range from a simple task to a bunch of complicated tasks, depending upon various factors. Services may include cleaning, plumbing,
Schedule Manager
FieldPLANR’s schedule manager is here to take the stress off your shoulders and give you a hand in instant scheduling of onsite visits for your jobs.
Dashboard
Reports for every important module of the field service organizing system to get you a brief of history of carried out tasks.
Report
Reports for every important module of the field service organizing system to get you a brief of history of carried out tasks
Purchase order Manager
Automate and streamline purchase orders to always have a strong hold on your purchases from suppliers.Organize the process from placing product orders to receiving goods that will stock up your inventory!FieldPlanr software User's Testimony
WHY TRUST WHAT WE SAY! READ WHAT OUR CLIENTS' HAVE TO SAY.
It was nice to work with FieldPlanr .
Leela
Infomaze Pvt Ltd, Mysore
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