PlanSmart: planning at the click of a button
Planning has never been so easy! Say goodbye to puzzles and dragging time slots around—just one click, and your schedule is set. PlanSmart automatically generates the most efficient plan while calculating the optimal routes for each team member.
This means saving time, cutting fuel costs, and handling more work orders in a single day. Efficiency made simple!
Experience simpler scheduling with PlanSmart
Here’s why PlanSmart makes scheduling easier:
With PlanSmart, every mile and minute counts. The system considers where your field service employees live and the locations of all scheduled tasks. It automatically calculates who’s best suited for each job and the most efficient order to complete them.
The result? Smarter planning, faster routes, and more work orders done in less time—without the hassle!
Say goodbye to the time-consuming task of manual scheduling. With PlanSmart, creating a precise and efficient schedule is a breeze. Simply select the work orders you want to plan from your digital planning board, choose the right team members, and set the time frame.
Click the button, and let PlanSmart handle the rest. Planning has never been easier!
With PlanSmart, all tasks, appointments, and responsibilities are organized in one central place. As soon as a task is completed, you’ll see it instantly. No more chasing updates or wondering about progress—stay informed at a glance and keep a clear overview with ease.
The convenience for your employees: overview and time-saving
PlanSmart is not only making your work easier but also benefits your field service employees. They can accomplish more in less time, avoid covering long distances from task to task, and no longer need to figure out the most efficient route to take. All the information they need is collected in the app.
In addition to viewing the schedule and the most efficient route, your employees use the app, for example, to:
- Access information about objects and their history.
- Clock travel time and hours worked.
- Record used materials and other details.
- Add photos of the (completed) job.
- Have the customer sign off. Afterward, the completed work order is immediately sent to the headquarters.
Boost your efficiency with PlanSmart
Tired of manual scheduling? With PlanSmart, you optimize routes, save time, and boost productivity. Add this feature to your OutSmart today and see the difference for yourself!
PlanSmart
€9,00 / month
Per user (annual plan)
- Efficient digital planning
- The most optimal route
- Scheduling with just a few mouse clicks
- More work orders in less time
- Never manually plan again
- Always informed of the status
In 3 steps from work order to completed job
With PlanSmart, you can easily and quickly create an efficient schedule for all your field service employees. In concrete terms, you go from a work order to a completed job in 3 steps:
Step 1. Select the right work orders, period, and employees
In the system, you select all the work orders you want to schedule, specify which employees (groups) you'd like to assign these tasks to, and indicate the time frame within which these tasks need to be completed.
Step 2. Let PlanSmart create the most efficient planning
Have all your preferences selected and pressed the button? PlanSmart then automatically generates a schedule that:
- Takes into account that each employee follows the most efficient route for them. For example, it considers the distance between your employees' residences and the locations of the tasks.
- Is aligned with your employees' availability. If someone is on leave, they won't be scheduled.
- Takes into account the preferred days or time slots of your clients.
- Considers the maximum weight that your employees' transportation can carry. If someone uses a vehicle with a maximum weight capacity of 1,000 kilograms, PlanSmart takes that into account in the scheduling.
Step 3. Monitor the real-time status of all tasks
Once the schedule is finalized, it's time for your field service employees to hit the road. At the headquarters, you can see exactly where each employee is located. When someone completes a task and the digital work order is sent, the task on the schedule automatically changes color. You always maintain an overview and can see precisely if everything is progressing according to the schedule.
Want to try PlanSmart for free and see if it's right for you?
Curious about PlanSmart and want to experience its convenience firsthand? Create a free trial account right away or sign up for a free demo. In the demo, you'll receive a digital tour of PlanSmart and learn all about its features and benefits!