Smart Planning

Optimize scheduling by selecting a single technician or a group of technicians. Then, choose the period during which you want to use Smart Planning. Appointments are then organized to be scheduled most efficiently. Often, there is leftover time in the technician's schedule, allowing for additional appointments to be scheduled and capacity to be optimized. Alternatively, it provides room for other tasks for the technician, such as administrative work. Or use Smart Planning to schedule your unplanned work orders. Select all your unplanned work orders and let Smart Planning automatically and efficiently schedule them into the current planning. Smart Planning can be initiated manually as described above or automatically triggered by established rules, such as at the end of each day or when the schedule is full.

Smart Planning is all about organizing everything just the way you want it. This applies to Smart Planning itself, where Smart Planning can be fully customized to meet your requirements. Vacation schedules, doctor visits, skills, and much more can all be arranged. With a simple 'lock' functionality, appointments can also be blocked so that they are not included in Smart Planning.

After Smart Planning has run, you can manually or automatically send the customer a message with the appointment confirmation. For example, if Smart Planning has run within a day, you can let the customer know exactly when the technician will arrive. The time slot is optimized and therefore accurate. The technician arrives at the appointment on the scheduled time, which increases customer satisfaction. Confirmation can be done via SMS, email, or WhatsApp based on your preference or that of the customer. Smart Planning can also be used in combination with FieldBuddy's invitation and planning module, where the customer can choose from the options selected by Smart Planning.