Resource Planning for service operations
Efficient and time saving
Efficient scheduling and dispatching of technicians is a real challenge for companies: employees have to be deployed as efficiently as possible according to qualifications, geographical area of operation, material availability and many other factors. It is particularly about these challenges:
- Quickly identify the best service technician for a job
- Plan operations cost-effectively without long travel and idle times
- Take into account all important order data such as required tools, qualification and availability of technicians
To ensure that you can carry out your service calls as cost-effectively and with the highest quality as possible, a callout planning software helps. With Innosoft, you have all the information for your customer assignments at a glance in a clear overview.
The intuitive menu navigation and the many features for detailed planning, such as Google Maps integration for route planning or the definition of skills, customer requirements, etc., facilitate the scheduling of employees.
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Personnel deployment planning – challenges for companies
Personnel deployment planning is an essential part of personnel management. It deals with the effective assignment of employees to specific tasks and working hours. This refers to the strategic planning and organization of the use of personnel in a company.
These challenges are particularly relevant:
- Quickly identify the best service technician for a job
- Plan operations cost-effectively without long arrival and idling times
- Take into account all important order data such as required tooling, qualification and availability of technicians
The main objectives of personnel deployment planning are the optimization of resources, the reduction of personnel costs, the guarantee of a smooth work flow and employee satisfaction. Only through efficient planning can companies respond flexibly to fluctuations in demand.
Tasks include arranging working hours according to needs, taking into account employee qualifications and availability, minimising overtime, creating buffer times for unforeseen events and adapting to legal requirements.
Transparent, smart and digital – our professional software for your mission planning
Badly planned service calls, annoyed employees, dissatisfied customers and paperwork are a thing of the past with our resource and staff scheduling software.
With our intuitive deployment planning software, you make resource planning in project management easy. This tool for assigning resources, employees and tasks enables optimal organization of workflows.
In the modern web interface of the Innosoft FSM software, you plan customer requests, give technicians all the necessary information at their fingertips and have the option of creating dynamic reports. The collected data, including KPIs and statistics, subsequently offer many optimisation options.
Optimized personnel planning for efficient order processing
The operation is simple and intuitive: you can easily drag-and-drop elements, switch between day and week views, apply practical filters, and use the data provided to reduce costs and uncover optimization potential.
Count on these solutions:
- Identify available service technicians
- Select technicians according to suitable qualifications and geographical location
- Service deployment and journey planning thanks to features such as Google Maps integration and the definition of skills, customer requirements and materials
- Planning of periodic maintenance operations
- Intuitive menu management and clear overview with vivid color design
- Technician app for dynamic reporting, including mobile time tracking
This is what deployment planning can look like with our solution
1.
A new ticket is created via the Innosoft Ticket Module, which contains all information about the service case as well as the internal and external communication history. This ticket can be created via different channels (e.g. e‑mail, telephone or the Innosoft Customer Portal).
2.
An order is created for the ticket in the customer ERP system integrated with Innosoft. All important data of this order is automatically transferred to the system via the standard interface.
3.
In the graphical planning board, the shift planner sees all shifts that have not yet been planned on a daily basis. These are shown to the planner as “provisional”.
4.
The scheduler uses interactive slot planning to check assignments according to various criteria (capacity, skills and distance) and find the best technician and appointment for each assignment.
5.
The scheduler agrees on the target date with the client.
6.
After confirmation, the client automatically receives an email with all information about the upcoming assignment and a confirmation of the appointment.
7.
Service technicians receive an automatic notification that an assignment has been scheduled for them. Via their mobile device (e.g. Windows, Android or iOS), they can see which assignments are scheduled for the next few weeks. In addition, they receive detailed information (such as times, cash expenditures or material used) for this assignment and can document during the assignment. They can fill out dynamic reports and have this service report digitally signed by the customer.
8.
As soon as a service report is available in the office, a supervisor can check the information and approve it via a release process. Afterwards, the service data is transferred to the connected ERP via the standard interface so that an invoice or even a travel expense report can be created there.
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Would you like to learn more about our deployment planning? Simply contact us via our contact or send us an email directly to sales@innosoft.de.
Digital resource planning made easy:
experience the advantages of Innosoft
You want to improve the service processes in your company and are looking for a software solution for the needs in mechanical and plant engineering? Discover the Innosoft Field Management Software for the efficient processing, management, planning, tracking and optimisation of service calls.
Rely on our experience gained in more than 28 years in project management in the field of mechanical and plant engineering.
We know the weak points, problems and opportunities in the industry and have developed the right solution for efficient deployment planning for you. Our customers include more than 300 globally operating companies that already use our software enthusiastically. Discover the advantages and possibilities to make resource planning and its implementation even more cost-effective and productive.
Do you have questions or need advice?
Use the contact form or give us a call and we will be happy to discuss the possibilities for your company. We would also be happy to demonstrate our software to you in a live demo. We look forward to a successful cooperation with you!
All Field Service Management modules of the deployment planning software at a glance:
- Order management with our ticket system
- Service planning for efficient dispatching
- Strengthened customer loyalty via the Customer Portal
- Process and document service document with Innosoft Mobile
- Controlling thanks to useful statistics in the Business Information module
- Use synergies thanks to simple Integration into existing ERP system
Deployment planning with Innosoft – frequently asked questions
Our software allows an individual adaptation of the deployment planning according to the specific requirements of your company. You can make working hours, tasks and employees flexible.
Yes, the tool allows integration with different software applications to ensure seamless data transfer and collaboration.
Our software enables long-term resource planning through forecasting, analysis and consideration of company goals.
Absolutely! Deployment planning is mobile-optimized, so you can access important information and make adjustments from anywhere.
Employees can easily register their availability in the Innosoft software via the digital platform. Thanks to personalized access, they can easily enter and update their working time preferences.
Employees are informed in real time about new assignments. Innosoft enables automatic notification via app, email or SMS as soon as new orders or changes to the deployment plan are available. This keeps the team up to date.
Innosoft’s deployment planning software is characterized by its comprehensive features. It not only enables efficient resource planning and transparent availability management, but also the integration of real-time communication and a user-friendly interface. The software promotes precise coordination of workflows, resulting in higher productivity and service quality.
Personnel Deployment Planning
In order for business processes to run smoothly and quickly, efficient workforce scheduling is the key. Innosoft’s software is the ideal solution for clear workforce scheduling. Learn more about our product.
Mobile Time Recording
For companies, recording working times and documenting services is an important part of work organization. With Innosoft software, working times can be recorded and automatically documented with just a few clicks.
Workforce Management
The main task in workforce management is workforce scheduling based on given requirements, employee skill profiles and required resources. Learn more about our product.