Streamline and Improve Operations with your Field Service Software
Improve your service quality by choosing the right resources for the right operations thanks to your field service software: Visual Planning.
96% of our customers have observed customer satisfaction’s improvement
Why Choose Visual Planning?
5000+ companies are using Visual Planning worldwilde to schedule more efficiently.
Field service management involves different actions which must be considered and coordinated such as client history tracking, intervention report, quotes and invoices, resource management, HR management, … Using Visual Planning as your field service software will allow you to have access to any type of data at any time and let you choose the right resource to improve your client satisfaction.
To make this possible, Visual Planning’s team has created a lot of features specifically designed for field service scheduling. Among them, you can have an overview of your daily and upcoming operations, see intervention’s status, allocate your intervention depending on any resource’s location, …
What is a Field Service Software ?
A Field Service Software is a key and centric tool for any type of company which needs to manage operational and on-site tasks. This type of software must be able to gather all tasks of the entire field service cycle from the initial contact (incident ticket from your client and after-sales services) to the operation schedule.
As a team manager (project manager or operation scheduler), it is essential to have a software that can integrate performance data, administrative and financial documents (quote, invoice, operation report, …), skills and certification, resources, workloads, and many other KPI (key performance indicator) to strive for the best efficiency. In addition to this information, some other features must be integrated as well, such as: time management, task management, resource management, HR management, geolocation, …Â
The main objective of a field service scheduling software is to optimize your team’s operations schedule by defining their best journey, optimize costs and increase your customer satisfaction by sharing information with your technicians.
Benefits of using Visual Planning as your Field Service Software
Visual Planning gives you a 360° overview of your resource allocation and helps drive efficiency and quality to your field service team. It allows you to bring the best value possible to your customers. With our solution, say goodbye to delays, double-bookings and unbilled jobs with just few clicks away.
Optimize your field service software schedules and task management
Increase your scheduling efficiency by allocating your operation depending on your resource’s availability, required skills and their geolocation to reduce response time!
Increase your reactivity and client satisfaction
Benefit from real-time monitoring of work progress by providing field technicians with up-to-date information and optimizing response times with the aim of offering better customer service.
Reduce operating costs
Manage your maintenance contracts, optimize your resource management, plan more efficiently and reduce unnecessary travel time with the aim saving operating costs and be more efficient in the use of human and material resources.
Keep in touch with your technician with your field service software mobile app.
Opt for flexibility with Visual Planning mobile app, VPGo, to schedule and manage your operation even if your workers are on the customer’s site location or working remotely.
How it works?
Here is how Visual Planning’s team will create your own personalized field service scheduling software:
1) Requirement Analysis
During the first contact with one of our sale representatives, your needs will be reviewed to know more about your business challenges and scheduling needs.
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More insights and details about the Visual Planning’s features which are the most used when it comes to field service management will be presented to you during a demo which will be customized and based on your needs. Once done, our consulting team will take time to validate your functional scope and feasibility of all your requests. An estimate of the implementation time, trainings and overall deployment will finally be provided to you and your team.
2) Design and Configuration
Based on your functional scope, our consultant will have all needed information about your business needs to configure your field service software.
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Your operational team will work along with our consultant to follow up the implementation of Visual Planning and validate its progress throughout the project. We focus on delivering several outputs throughout the project and adopting an agile methodology to provide you with the highest business value solution.
3) Testing and Validation
Benefit from our import/export native features to initialize all your actual data in your field service planning solution before going live.
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Different type of data can be imported such as human and material resources, skills and certifications, financial information, operation details and schedule, …
4) Implementation
Once your overall scheduling process tested and approved, you will be ready to use Visual Planning to schedule your operations.
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Some characteristics of our software as our filtering system and our user-friendly interface will allow you to allocate the best resource to your operation while monitoring your overall activities, … and much more!
5) Evaluation and Improvement
Your sale representative will always be in touch with you to support all the needed changes in your field software solution along with your company’s growth and daily challenges.
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Whenever needed, you can reach out our teams to get support for adding accesses to your configurations, new features who were missing, get a technical assistance, …
Field Service Scheduling Software
Optimize your technician’s schedules by using Visual Planning Field Service Scheduling Software features. Discover how our scheduling software can help you improving your efficiency.
Field Service Scheduling : Optimize your operation schedules.
When your field service scheduler must manage the agendas of the technicians team, various items must be considered for it:  client’s constraint, contract’s type, technician’s availability, … Based on the information gathered in your field service software, you will be able to choose the right technician depending on their skills, status, or the type of operation to be done.
Maintain the contact with your field teams
Improve and maintain the contact between your back office and front office teams. Different features will allow you to benefit from a better communication thanks to native features such as: VPGO, our mobile application allowing you to access to all operational data and provide feedback to the back office teams (online and offline access), comments sections, emailing possibilities, chatroom notifications, …
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These features have been developed to help you track the status of your task, give an assistance to your team, and share any type of essential information.
Maintenance contract, invoice, quotes, operation sheet, … Track all documents in your field service scheduling software.
Centralize the access to all your documents in Visual Planning ang get a permanent access to customers information such as maintenance contract, quotation, operations report, invoices, …
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The main objective of this feature is to simplify data management but also, to let your field technician access to each information in real-time to increase their efficiency and success of their operation.
Workload and performance monitoring of your technician
Thanks to Visual Planning and its different features for managing field service activities, you will be able to improve your efficiency by analysing your activities with statistical reports, statistical views, and workloads. Your field service scheduler will also have the possibility to see the workload of each technician and see the overall team performances.
The objective is to control the number of operations by technician, intervention time and the delay, or rescheduling an intervention whenever needed!
Allocate your resource depending on the technician location, availability and skills
Geolocation is one of the key features of Visual Planning when it comes to field service management. With this feature, the field service scheduler will be able to allocate the operation depending on the location of the last intervention of the technician or the office/home address, his or her skills and availability.
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The objective is to schedule the operation as quickly as possible to reduce travel time and improve efficiency!
Frequently Asked Questions
How to choose the best Field Service Scheduling Software?
To define which one of the field service scheduling software is the best for you, you need to define your needs and priority:
- What kind of operation?
- How many users? What type of user (technician, teleconsultant, …)?
- Which kind of features? Is it easy to get familiar with?
- Does it provide a mobile app?
- Do you need an integration with your other software?
By answering to those questions, you will be able to draft a functional scope and list of requirements which will allow you to define your selection criteria.
Users managing their field service activities with Visual Planning have chosen our scheduling software because they were looking for a flexible and ergonomic solution where they can have an overview on their numerous operations (time and dates, client history, administrative documents, …) while being able to get access to information wherever they are thanks to our mobile application.
Who benefits from Field Management Tools?
Every type of company, small and medium size business (SMB) or Large Companies can take advantage of a field service scheduling software. The value will be as important as for each of your employees, from the team manager to the field technician, including your subcontractors. For example, the mobile app will allow field technicians to communicate any type of information with the scheduler in the back office. Thanks to that, he will be able to update operation information and/or reschedule an operation if needed.
This kind of software are also available for any type of activity: maintenance, repair, site intervention, maintenance activities, … They’re also available, for all type of businesses: telecom, healthcare, public administration, supply chain, manufacturing, …
Is it possible to track the history of my activities?
Thanks to Visual Planning field service features, data centralization will allow you to track history from every operation performed by a technician, for a client, during a maintenance contract, and much more …
This history will include operation details, used resources, the technician’s name … To simplify quality control, performance analysis, and the transparency of each operation.
