Scheduling & Appointing

The first thing we had to accept was that scheduling and appointing mean different things to different people. From our customers, we learnt:

Appointing is the commitment that work will be done within a certain timeframe. Your staff want to know when to go, and the customer wants to know when to stay in. The shorter this window is the better for everyone; the customer can’t be confined to their house all day!

Scheduling is making sure a) that customer appointments are met, but also b) that they are met as efficiently as possible. The right guy at the job, short travel times and full days make sure you hit your targets.

We understand that your customers have different requirements that present you with different challenges. If every job was the same, you would just want your teams to travel the shortest distances. But different jobs require different skills. We guessed so far correctly  that many specialist users were frustrated with the limits to their scheduling software. From plumbing, to surveying stop taps, to maintaining equipment, each job is different. We knew ensuring that the right guy got to the job with the right parts meant the customer would know they were getting the best service possible.

Field service software should handle the process from start to finish, so Connect does. For example, if a job requires specialist parts, the operative can order them direct from the supplier, and book a second job to complete the work, straight from their handheld.

Connect will look at the day’s work, and tell your operative all the parts they will need that day. That means only one trip to the supplier.

We knew that proper appointing and scheduling means reduced travel and increased efficiency. We knew you needed it, and that’s why it’s in the award winning mobile workforce management system, Connect.