Field service scheduling
Empower your team with seamless scheduling, precise coordination, and real-time updates to enhance productivity and streamline field service operations
Effective management of planned interventions and recurring interventions is essential for any service company. With scheduling software, activity managers can ensure preventive maintenance and adherence to deadlines while optimising the working time of maintenance technicians, inspectors, auditors, and drivers. The software interface provides an overview of field interventions, facilitating the assignment of tasks to appropriate worker. Client notifications, such as service notices and time slots, enhance communication and customer satisfaction.
Improve your technicians schedule management
Alerts and notifications
Reports and statistics
Customer management
Scheduling solutions to manage your service interventions
For a service company, managing scheduled interventions such as troubleshooting, repair, maintenance, and servicing is optimised through a well-coordinated team. Using a scheduling software allows you to track each appointment and manage the nature of the intervention in a centralised manner. Maintenance technicians and other service providers can access an overview of their tasks from the dashboard, ensuring rapid and effective intervention. This reduces wait times for customers and optimises the available resources.
Simplify the management of interventions for your technicians with the online shared schedule. A few clicks are enough to create a new work order or assign it to another skilled and available engineer. Optimise your employees' workload and quickly organise last-minute field services. Also, manage all types of vehicles and check their availability in real time.
Manage the scheduling process from the beginning to the end
Whatever your activity sector (electricity, air conditioning, telecommunication, conveyor…) and the intervention type that you have to fulfill ( after-sales service, maintenance, delivery…) you need a field service management tool.
With PlanningPME you can optimise your interventions management, vehicle feet and technicians planning. Shift planning, maintenance missions, periodic intervention or again urgent repair needs are managed efficiently.You can manage the schedule of your mobiles teams ( delivery man, installer, sales force, technicians…).
Thanks to e-mail alerts and notifications, technicians are warned with any change in the planning and risks are managed in real-time. Whenever you need to manage the schedule of employees, check the availability of a technician or assign him to a mission according to his skills, PlanningPME allows you to manage your activity with a few clicks. Shared planning and user rights management give your collaborators access to their calendar at any time.
Customers case studies - Testimonials
Testimonials
We are a company that is very active in the technical maintenance of HVA (Heating / Ventilation / Air-conditioning) systems. We were looking for a scheduling system that was simple to implement and use. We tested two, including yours, and immediately chose PlanningPME. Our choice was very easy because your site is very well constructed and after downloading the trial version, the choice was made.
Discover the success story of our client Swis Clima
At Swis Clima, the difficulty of managing the planning of air conditioning breakdowns is over
Company Overview
Specialised workshop for selling, installing, repairing and on-site repairing of refrigeration, air conditioning and heating systems on all types of vehicles, we develop tailor-made systems and are specialised in the international distribution of parts and products for the automotive air conditioning.
Our scheduling needs
We were looking for a software that would enable us to manage the staff schedule, workshop vehicles and courtesy vehicles.
We also needed to be able to
How to optimise the agenda of our air conditioning company?
On a daily basis, we use PlanningPME in areas as wide as:
- installations management, work repairs, onsite-repairs and outdoor work.
- management of holidays, vacations, trainings, sales meetings, aso ...
- management of emergency vehicles and courtesy vehicles.
Discover the success story of our client Mitutoyo
At Mitutoyo, service technician scheduling is at the heart of the business
Company Overview
Mitutoyo is committed to training and ensuring that junior staff are perfect. One example of this is the school/company cooperation agreement with the Alexander von Humboldt High School in Neuss, against the background of a project run by the Chamber of Commerce and Industry of Mittlerer Niederrhein (Middle Lower Rhine). For many years now, Mitutoyo Deutschland GmbH has been supporting the Professional School of Technology and Information Technology (BTI) and the Laboratory for Measurement and Sensor Technology of the University of Applied Sciences in Constance. The company is also a member of the “Ausbildung Koordinatenmesstechnik e. V.” (AUKOM) with the aim of providing an equipment-neutral, modern, comprehensive training concept.
Our scheduling needs
Previously, we used Microsoft Excel to manage our scheduling (until around 2012).
However, growth in the number of staff and certain requirements made us opt for PlanningPME.
We had the following requirements:
Practical search function regarding the text and the type of work.
Automatic calculation of days of leave and days’ absent
Recording of employee skills
Managing service technicians’ scheduling
We use PlanningPME for three main reasons: to manage the scheduling of 50 service technicians in Germany, simultaneously managing several tools that are only available on a limited basis, and finally holiday planning for all the service staff.
Discover the success story of our client Kannegiesser
For Kannegiesser, planning customer installations around the world has become much easier
Company Overview
Herbert Kannegiesser GmbH is a family company with 70 years’ experience in building machines and installations that is showing consistent growth. Kannegieser, in its role as a technological partner and innovation leader, has a worldwide network and supplies its customers with complete solutions for industrial laundry technology.
Innovatory technology coupled with a wide range of service modules mean that Kannegiesser can guarantee maximum hygiene, availability and productivity to textile service providers.
Today, Kannegiesser has 1,800 employees in 54 countries worldwide.
Development and production are carried out with high levels of vertical integration on 8 sites - 6 in Germany, 1 in Great Britain and 1 in the USA.
Our scheduling needs
We coordinate around 300 employees worldwide with the aid of PlanningPME.
Previously, we were lacking a tool that could manage the scheduling coordination to enable the staff to access the scheduling that relates to them and their area of work.
It was necessary to optimise time; this led to a major scheduling and coordination effort as all the staff communicated individually between themselves.
Apart from this, we also needed a scheduling solution where several kinds of tasks could be displayed.
Management of worldwide operations
Our staff can consult their own rendez-vous every day and schedule our service technicians worldwide.
Furthermore, we can always see when and where other colleagues have been deployed. Jobs are quickly and easily scheduled and coordinated.
FAQ
To draw up a work schedule, start by defining the objectives, identifying the tasks to be carried out and assessing the human and material resources required. Next, organise these tasks in a logical order, taking into account priorities and dependencies, and setting clear deadlines for each task. Finally, make sure you communicate the schedule to all the parties involved, and monitor it regularly to adjust in the event of unforeseen circumstances.
Here is how to create a preventive maintenance schedule in 7 steps:
- Identify the equipment to be maintained : List all critical equipments requiring regular maintenance.
- Define maintenance tasks : Establish the specific interventions to be carried out for each piece of equipment, such as cleaning, greasing, or safety checks.
- Determine the maintenance frequency : Set time intervals (daily, weekly, monthly, etc.) based on manufacturers' recommendations and operational experience.
- Allocate the necessary resources : Assign the qualified personnel and the required tools for each maintenance task.
- Create the maintenance schedule : Schedule services on a calendar taking into account production constraints and resource availability.
- Document and track services : Record each task performed to track the history of services and facilitate future audits or analyses.
- Review and adjust the schedule regularly : Update the schedule based on feedback, new priorities, or equipment changes.
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