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Resource Planning for service operations

Efficient and time saving

Deployment planning of service orders – for efficient resource planning

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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DIFFERENT ERPS

Our deployment planning solution can support you in this

  • Identify available service technicians
  • Select technicians based on appropriate qualifications and geographic location
  • Planning service calls and travel thanks to features such as Google Maps integration
    and the definition of skills, customer requirements and material
  • Schedule periodically recurring maintenance calls
  • intuitive menu navigation and clear overview with vivid colour design
  • Technician app for dynamic reporting, including Mobile Time Recording

The operation is simple and intuitive:

You can conveniently insert elements via drag-and-drop, switch between day and week view, apply practical filters and use the data provided to reduce costs and discover optimisation potential.

Satisfied customers and employees thanks to professional scheduling software

Badly planned service calls, annoyed employees, dissatisfied customers and paperwork are a thing of the past with our resource and staff scheduling software.

Make resource planning easy with our intuitive staff scheduling software!

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.

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This is what deployment planning with our solution can look like

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.

9.

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.

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Resource Planning with Innosoft Software – the advantages:

  • Effective office and field service planning
  • Digital planning board for clear operational planning
  • Mobile app for technicians: dynamic reports, all data, offline capable
  • KPIs and statistics for service optimisation
  • Simple integration into existing system landscape
  • Transparent service processes with customer connection

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

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!

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.

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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.

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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.

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