Plan your whole field team on one drag-and-drop board

See at a glance who's available and what still needs scheduling — drag a job to the right engineer and they get it in the app instantly.

With the digital Planning Board in OutSmart you have immediate overview of all scheduled and outstanding jobs. At a glance you see which employee is available when and which tasks still need to be scheduled. Thanks to the visual display you easily move work orders, making planning faster and more organised.

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Definition

What is a digital planning board?

A digital planning board is a visual overview of all scheduled and unscheduled jobs for your technicians, where you assign work to a technician and time slot by drag and drop. It replaces the whiteboard, spreadsheets and WhatsApp: every change is instantly visible to both office and technician.

In OutSmart you drag work orders to the right engineer in day, week or month view. The engineer gets the change as a push notification and sees address, customer details and instructions in the app.

  • An active technician handles a median of 24 work orders per month.
  • From scheduled to completed takes a median of 2.9 days.

Figures: OutSmart Field Service Benchmark 2026 (usage data from 2,210 OutSmart accounts, medians, June 2026). Last updated: October 2026

Digital planning board

OutSmart is the digital planning board for field service companies. Drag work orders to the right engineer, who sees the job instantly in the app — including address, photos and contact details. More than 5,000 service companies schedule their field teams this way, without WhatsApp or Excel.

Benchmark: scheduling in practice across 2,210 field service companies

A scheduled work order is completed within a median of 2.9 days. Volume scales sharply with crew size: companies with 10 to 24 technicians process a median of 134 work orders per month, against 52 for five to nine technicians and 18 for two to four.

2.9 days
from scheduled to completed
median, 2,044 companies
24
work orders per technician/month
median; top 10%: 84
5
technicians in the typical company
median; a quarter has 9 or more
134
work orders per month
at 10–24 technicians (median)

Source: aggregated usage data from 2,210 OutSmart customer environments, reference date 4 June 2026. All values are medians across companies unless stated otherwise. See the full Field Service Benchmark 2026.

Checklist

Field service scheduling software: what should it do?

Weighing up a planning board, a shared calendar or a full scheduling tool? Use these seven criteria to test any field service scheduling software, including ours.

  1. One view of every engineer and job
    Day, week, month or timeline view, so you can see who is doing what and where there is still capacity.
  2. Drag-and-drop rescheduling, no phone calls
    Moving a job takes one action: drag the work order to another engineer or day. Engineers receive new jobs as a notification in the app.
  3. Unscheduled work stays visible
    Work orders without an engineer sit in the unassigned work orders list below the board, ready to be dragged in.
  4. Capacity and absence in view
    Holidays, sick days and full days are visible before you schedule, so nobody gets double-booked.
  5. Scheduling by skill
    Record certifications as skills. Link a skill to a work type and only engineers with that skill can be selected.
  6. Scheduling, work order and invoice in one system
    A completed work order moves on to invoicing without retyping data between two tools.
  7. An engineer app that works offline
    Work orders already synced to the device can usually be opened and completed without internet. Once the connection is back, the engineer syncs the app and sends them.

Pricing and the plan that includes the planning board are covered further down this page.

Sound familiar?

What makes scheduling unnecessarily stressful every week

What customers tell us directly — before they switched to OutSmart.

“I have to log in and out for each engineer separately” Owners with 6+ engineers constantly switch between separate Google Calendars. Scheduling takes hours instead of minutes. “Can’t see the wood for the trees — and jobs slip through the cracks” Without a single overview, jobs slip through your fingers. Revenue you never see. “The guys write the schedule on a whiteboard — and WhatsApp the rest” Three separate channels for the same info: Trello, whiteboard, WhatsApp. One mistake and your engineer is at the wrong address.
“I don’t even know what slots are free anymore” The schedule gets so full that the owner loses sight of their own capacity. Overtime, no overview, no peace of mind. “Is there a planning board where I can schedule a year ahead?” Companies plan weeks or months ahead but their current tool (Trello, Excel) simply wasn’t built for that. “You need to know who is best suited for which job” Not every engineer fits every job. Without visibility into skills and availability, you’re guessing.

Sound familiar? Here’s how OutSmart solves it.

See the solution
Customer story

How service companies respond faster with one shared planning overview

01 · Situation
Scheduling broke down across disconnected tools

In busy field service teams, confusion builds fast: jobs in Excel, changes via WhatsApp, work orders somewhere else. When something urgent comes up, everyone has to be briefed separately.

02 · Action
Scheduling, work order and app in one flow

With OutSmart, the back office schedules from a single visual planning board. The engineer sees the job directly in the app, including address, instructions and work order.

03 · Result
More clarity, speed and confidence

“OutSmart gives us a clear system for projects, service and maintenance. Scheduling has become so much simpler.”

Kimberley Oostendorp Nederland
Solution

From job to engineer — scheduled in seconds

OutSmart’s digital planning board gives office and field a single shared overview. Schedule, reschedule and communicate without phone calls.

OutSmart digital planning board overview
Open the board

See instantly who is where and where there’s capacity

Benefit: real-time overview without calling or searching

Open the planning board and see all engineers, active jobs and available capacity per day, week or month. You can immediately see what is possible today and where bottlenecks are forming.

Day, week and month view
Engineer availability at a glance
Colour coding per engineer, job type or status
More about digital scheduling →
Drag-and-drop scheduling

Drag a job to the right engineer

Benefit: schedule urgent jobs without chaos

Assign jobs by dragging them to the right team member or time slot. The time block is reserved and the schedule is instantly updated for everyone.

Drag jobs to a different engineer or time
Time block automatically reserved
Every change instantly visible in the office
OutSmart drag-and-drop planning
3232784

Work orders per year

5172

Customers trust OutSmart

14
+

Years of experience

Skills-based planning

Always schedule the right engineer — based on certification or specialism

Not every engineer is qualified for every job. An F-Gas job requires a certified engineer. A fire safety inspection can only be carried out by someone with the right authorisation. In OutSmart you record this as a “skill”, and once a skill is linked to a work type, only engineers with that skill can be selected.
1

Create skills

Create skills that match your trade: “18th Edition wiring”, “F-Gas certification”, “Fire risk assessment”, “Siemens maintenance”. You define them — no fixed list.

2

Link to engineers

Assign each engineer the skills they hold. Engineer A has “18th Edition” and “Lift maintenance”. Engineer B has “F-Gas” and “Refrigeration”. Set this up once.

3

Only qualified engineers selectable

Link a required skill to a work type. When scheduling, only engineers with that skill can then be selected.

Commonly used skills by trade

F-Gas certification Refrigeration
18th Edition wiring Electrical
Fire risk assessment Fire safety
Gas Safe registered Gas installations
EN 13015 Lift maintenance
IPAF certified General
Can I filter the planning board for engineers with a specific skill?

Yes. When you want to schedule a work order, you can filter the planning board on the required skill — you then only see engineers who are qualified for that job. That saves searching, and prevents you from accidentally assigning the wrong engineer.

Engineer app

Engineer sees the job instantly in the app

Benefit: no separate phone calls or missed updates

As soon as you schedule or change a job, the work order appears in the engineer’s app. Including customer details, address, object information and instructions.

Push notification for new or changed jobs
Work order with all information immediately available
Real-time status: en route, in progress or done
OutSmart engineer app

Try OutSmart completely free for 14 days!

5,172
field service companies
in the Netherlands and Belgium
20,000+
daily users
work with OutSmart every day
2.25 h
logged per work order
median, OutSmart Benchmark 2026
14+
years of experience
part of Visma Group

Capacity planning

Schedule multiple service jobs per engineer — without over- or under-booking

Capacity planning means matching the number of scheduled jobs to the available time of your engineers, so no one is over- or under-booked. On OutSmart's digital planning board you see, per engineer, what is already scheduled and who still has room — so you can distribute multiple service jobs per day evenly across your field team.
1

See available capacity

Open the planning board in day or week view. For each engineer you see the jobs already scheduled and how much time is still free that day.

2

Distribute the service jobs

Drag jobs to the engineers who still have room. Each job has an estimated duration, so you can see how full a day is getting.

3

Reschedule for peaks and urgent jobs

When an urgent job comes in or a job overruns, drag it to an engineer with capacity or to another day — the engineer gets an instant update in the app.

What is capacity planning?

Capacity planning means matching the number of scheduled jobs to the available time of your engineers, so no one is over- or under-booked. On OutSmart's digital planning board you see, per engineer, what is already scheduled and who still has room, so you can distribute multiple service jobs per day evenly across your field team.

How many service jobs can I schedule per engineer per day?

As many as fit into a working day. On OutSmart's planning board you schedule multiple service jobs per engineer per day and see the estimated duration of each job. That keeps you in control of how full a day is and whether there's still room for an urgent call-out.

Plans and pricing

Which plan includes the planning board?

The planning board is included in OutSmart from the Boost plan: €448 per year including 2 users, roughly €37.33 per month. Each additional user costs €224 per year. The Launch plan does not include the planning board.

PlanPriceFor scheduling
Launch€180 per year, 1 userWork orders, time tracking and relationship management. No planning board.
Boost€448 per year, 2 usersPlanning board, invoicing, user roles and permissions.
Accelerate€1,710 per year, 5 usersEverything in Boost, plus contracts & SLAs (automatic maintenance scheduling), equipment, quotations and asset management.
Maximize€2,300 per year, 5 usersEverything in Accelerate, plus project planning, calculations and purchasing.
  • Route optimisation with PlanSmart is a paid Power-Up you can add from Boost. It is not included in any plan, and the same goes for accounting integrations.
  • On Boost, contracts, equipment, quotations and asset management are available as add-ons (up to 3 users).

See all pricing and Power-Ups →

More on scheduling with OutSmart

Read more about a specific part of your scheduling:

Frequently asked questions

Planning board questions, answered

What is a field service planning board?

A field service planning board is scheduling software that displays all technicians, jobs, and time slots in a single real-time view. OutSmart's planning board replaces whiteboards and spreadsheets: drag a job onto a technician's slot and they receive an instant push notification — no phone calls needed.

Which plan includes the planning board?

The planning board is included from the Boost plan, together with invoicing and user roles and permissions. The Launch plan does not include the planning board. Contracts and equipment are included from Accelerate (add-ons on Boost), and route optimisation with PlanSmart is a paid Power-Up that is not included in any plan.

How much does field service scheduling software from OutSmart cost?

Scheduling is available from Boost: €448 per year for 2 users, roughly €37.33 per month. Accelerate costs €1,710 per year for 5 users and adds contracts, equipment and quotations, among other things. Power-Ups such as PlanSmart and accounting integrations are charged separately. You can try OutSmart free for 14 days.

How is a digital planning board different from a spreadsheet?

A spreadsheet shows static data that requires manual updates. OutSmart's planning board shows live job status, lets dispatchers drag and drop assignments between technicians, and notifies the field team automatically — no version conflicts, no outdated information.

Does OutSmart support recurring job planning?

Yes. Maintenance contracts and recurring service visits are scheduled automatically based on contract settings. The planning board shows them alongside ad-hoc jobs so your team always has a complete daily picture. Contracts & SLAs are included in the Accelerate and Maximize plans and available as an add-on on Boost (up to 3 users).

Does the planning board connect to invoicing?

Yes. Once a technician closes a job on the app, hours, materials, and travel costs flow automatically to the billing module. No double entry, no delays in invoicing.

Can I plan a year ahead in OutSmart?

Yes. You can see all jobs per day, week or month — as far ahead as you need. Ideal for window companies, maintenance businesses or any company that plans weeks or months in advance.

Can I see what each engineer has scheduled?

Yes, every engineer has their own row in the planning board. At a glance you can see who is available, who is fully booked and who is on holiday. You don't need to log in and out for each engineer separately.

How do engineers know what they need to do that day?

As soon as you schedule a work order, the engineer receives a notification on their phone or tablet. They see the address, the job, contact details and any photos — all in the OutSmart app. No WhatsApp, no phone calls.

Does the engineer app work without internet?

For the most part. Work orders already synced to the device can usually be opened and completed offline. Once the connection is back, the engineer syncs the app and sends the completed work. Offline working is included in every plan.

Does the planning board support holidays and sick days?

Yes. You mark absences in the planning board so you never schedule someone who isn't available. Other engineers remain visible with their availability.

What if a job isn't completed on the scheduled day?

Simply drag the work order to a different day or engineer. The engineer automatically receives an update in their app. No calls, no new WhatsApp messages.

What happens to work orders that haven't been scheduled yet?

They appear in the unassigned work orders list below the planning board. You can filter that list, for example by date, and drag a work order straight onto the right engineer and day, so open work stays visible and nothing gets left behind.

Can I schedule equipment and vehicles on the planning board?

Yes, with Equipment. You schedule internal assets such as trailers, vehicles, cranes or measuring equipment alongside your engineers and see whether something is already in use, so nothing gets double-booked. Equipment is included in Accelerate and Maximize and available as an add-on on Boost (up to 3 users).

Can I see the schedule in an external calendar?

Yes, as an export. With calendar export in the work order settings you create a personal link and subscribe to it in your external calendar app. It is not a live sync: the calendar updates roughly once every 24 hours. Scheduling and rescheduling still happen on the planning board itself.

Does OutSmart optimise my engineers' routes?

Yes, with PlanSmart, OutSmart's AI route planner. PlanSmart calculates a more efficient order of addresses for an engineer with several jobs in a day, cutting travel time between appointments. Without PlanSmart you can still organise work orders by region or route and assign engineers based on who is working closest to the customer. PlanSmart is a paid Power-Up you can add from the Boost plan; it is not included in any plan as standard.

What location data does OutSmart use?

OutSmart uses location data only to register travel time on a work order and to display engineers on the planning board. An employer only sees an engineer's location during working hours and linked to an active job — not continuously. Engineers can turn off location sharing outside working hours. OutSmart complies with GDPR requirements for location data processing.

Can I plan my engineers’ capacity with OutSmart?

Yes. On OutSmart's digital planning board you see, per engineer, the scheduled and available hours per day and week. Service jobs are distributed based on who has room, so one engineer isn't overloaded while another sits idle.