Diary & Schedule Management
Need to book and manage appointments for engineers, consultants or other diary based staff?
Want to distribute appointment information automatically and track what gets done and when.
Send alerts and appointment details via email, SMS or direct to PDA?
Control scheduling to minimise distance between appointments and manage territories and areas effectively?
If you have a team of engineers, fitters, consultants or other staff who need to work from a well managed appointment system we can integrate powerful diary management functionality into your job database to provide a range of benefits including:
- Centralised diaries
- Automatically distribute appointment information as appointments are booked and changed
- Control areas/territories and distances between appointments
- Shift/work pattern management
- Skill/competency based allocation
- Tracking of cancellations and amendments
- Detailed management reporting including resource utilisation and outcome tracking
- Wages, overtime and commission calculations and reports
We make these systems as quick and easy to use as possible:
- Graphical Outlook style diary displays
- Monthly, weekly and daily appointment diaries
- Engineer/resource diaries
- Drag and drop from job list to diary
- Drag and drop engineers/staff onto a job
- Support for multi-day jobs, including non-contiguous jobs
- Integration with Google maps for easy visualisation
Streamline your business processes by integrating with:
- Email – send appointment details to the engineer/consultant
- Email – send confirmation email to the customer
- SMS – email the engineer/consultant and get acknowledgement of receipt
- Word/PDF based letter generation
- PDAs – Send information directly to your engineers Smartphone and receive confirmation details back directly into your database