Use drag-and-drop scheduling software to simplify bookings, automate dispatch, send ETA alerts, and keep projects on time and on budget. With Service Dynamics, Field Service Scheduling unifies skills, certifications, routes, and shifts on a live board so dispatchers assign the right tech at the right time.
Create a booking from any job: filter by skills, certifications, territory, shift, or crew; drop it on the board; and notify the tech. Includes calendar and map views.
Cut windshield time with route suggestions and live status updates. Keep SLAs on target and send customer notifications when plans change.
Weather, parts delays, and emergencies are no problem. Drag to reassign, bulk shift schedules, and manage multi-day work or multi-tech crews while honoring compliance windows and blackout periods.
Create a job and assign it in seconds. Templates auto-fill customer, site, asset, and task details; one action drops the booking on the board and notifies the tech.
Sequence visits efficiently with map-based planning. Cluster by geography, account for travel time (and live traffic where configured), and set ETAs customers can trust.
Watch technicians move from en route → on site → complete in real time. Customize lanes by team, region, or crew; filter by skills; and flag conflicts or at-risk SLAs before they escalate.
Manage shifts, crews, time-off, and blackout windows. Drag-and-drop to rebalance workloads, respect compliance rules, and keep utilization high across locations.
Build periodic maintenance schedules by asset or building (monthly/quarterly/seasonal). Bulk-shift for weather or access changes, attach checklists/parts kits, and tie visits to contract coverage for clean billing.
Keep the day moving without playing phone tag. With the Service Dynamics mobile app, technicians see their latest schedule, job details, customer history, and site notes on any device. They acknowledge assignments, update status (en route/onsite/complete), capture photos and signatures, and message the office. Changes sync instantly, and if a tech is offline, everything queues and updates when they’re back online.
Service Dynamics can auto-create work orders from service contracts, PM plans, and requests. Your dispatcher just needs to assign and sequence the work. Drag-and-drop assignments with skills, certifications, territory, and shift filters.
Handle seasonal spikes and PM programs. Balance workloads, group routes, and keep contract visits on cadence with clear SLA visibility.
Schedule panel/IR inspections, emergency calls, and project phases. Match licensed techs, respect after-hours rules, coordinate crews, and route efficiently with territory filters.
Plan backflow routes, multi-stop repairs, and compliance visits. Control truck-stock dependencies and auto-slot follow-ups when parts arrive.
Schedule installs, commissioning, and PM to production windows. Assign millwrights, riggers, controls, etc. by skills/clearances, pre-stage parts, sequence by shift rules, permits, LOTO.
Orchestrate EPC schedules and operations and maintenance (O&M) cycles. Account for crane days and roof access, watch weather windows, and route efficiently.
Coordinate installs/commissioning with O&M visits. Align techs by product line/serial, pre-stage parts and tools, and schedule by territory with time windows.
Yes. Techs update en route/onsite/complete from mobile; dispatch sees progress in real time and can share ETA updates with customers (where configured).
The mobile app works offline. Jobs, notes, time, parts, photos, and signatures queue and sync automatically when connectivity returns.
Yes. Schedule, job packets, customer history, assets/serials, checklists, photos, and e-signatures. This is available on iOS/Android phones or tablets.
Yes. Schedule multi-day work, assign multiple techs, and track combined progress, time, and materials.
It's simple! Drag-and-drop to reassign, bulk-shift for weather/parts delays, and use rules to avoid conflicts or compliance violations.
