Planning

Planning is used to organize service orders over time: you assign each intervention to a technician, a specific date and a specific time. Once scheduled, the order appears in the calendar of the technician concerned and syncs with their Technician App.

When to use it? Whenever a service order needs to be assigned to a technician and placed on a time slot: preparing the next day’s schedule, rebalancing workloads, or scheduling an urgent request.

Daily view: all of the day’s orders, broken down by technician.

Schedule a service order

Follow these steps to assign an order to a technician and place it on a time slot.

1. Open the Planning from the management workspace menu.
2. Choose the date to organize at the top of the view (day or week).
3. Locate the row of the technician to assign the intervention to.
4. Click Plan Order to open the scheduling window.
5. Select the customer concerned by the intervention.
6. Select the technician who will carry out the visit.
7. Choose the date and time of the slot.
8. Click Save to confirm the plan.

The “Plan Order” window: customer, technician, date and time.

Expected result: as soon as you save, the order appears in the Planning on the chosen technician’s row, at the selected slot. The technician finds it immediately in their calendar through the Technician App.

Tip

Any change to the Planning (new order, time change, reassignment) is reflected in real time in the Technician App. The technician sees their day update without any action on their part.

How orders are displayed

The Planning presents a grid: each technician occupies a row, and each time slot a column. A scheduled order appears as a block positioned at the intersection of the right technician and the right time. At a glance, you see everyone’s workload and spot technicians who are available or overloaded.

View on the map

The map view displays scheduled orders at their geographic location. It helps group nearby interventions and assign the visits of a single area to the same technician over the day.

Map view: the day’s orders positioned by geographic area.

Map display

The map relies on the geolocation of customer addresses. Make sure the asset’s or customer’s address is correctly filled in so that the intervention appears in the right place.

Optimize routes

The route optimizer suggests the most efficient visit order for a technician’s interventions, in order to reduce travel and time on the road over the day.

The optimizer suggests the ideal visit order to limit the kilometers.

Tip

First assign the interventions of a single area to the same technician, then launch the optimizer: you get a compact route and a realistic schedule for the day.