Steps To Automated Scheduling: A Quick Guide

Field service companies of all sizes will be at different stages in their scheduling journey. Some will be very experienced with using scheduling automation whilst others are still using manual, paper-based systems to schedule work. Surprisingly, there are many field service businesses out there today that are still at the manual stage and looking to automate their processes for the first time.

With so many advanced scheduling solutions on the market today, it can be a daunting task knowing what type of technology and level of sophistication would be the best fit for your business, as well as how to tackle challenges around change management.

The benefits realized by fully automatic scheduling and optimization tools are undeniable; allowing the scheduling algorithms to automatically manage resources in the most efficient way not only improves productivity but allows the dispatcher to concentrate on other, more valuable tasks.

However, the change from paper to automatic scheduling is a jump too far for many. A stepped approach or journey is a more sustainable way to manage the business change and ensure that you achieve your primary objective – getting the right service technician to the right place at the right time with the tools to do the job, first time.

The following quick guide explains the various scheduling strategies as steps, allowing you to select the stage that best describes your current operation and identify the goal for your future scheduling needs.