Work orders forwarded by hand
Every intervention has to be sent to the technician by email, phone or chat, and sent again when something changes.
More than a to-do list for your technicians
Installations, interventions and maintenance visits change every day. Discover how installation and maintenance companies plan technicians on one shared schedule, connected to their ERP, and get signed service reports back in real time.
Key takeaways
Installation and maintenance companies need to see at a glance who is busy and what the first available day is, and to get field data back without chasing technicians. A shared schedule connected to your ERP, with an app for the team in the field, removes forwarded work orders, shows overlaps in leave and absences immediately, and brings signed intervention reports, hours, travel and expenses back in real time.
When the work is on the customer’s site, the office loses sight of what is really happening, and every change turns into calls and messages.
Every intervention has to be sent to the technician by email, phone or chat, and sent again when something changes.
Orders live in the management system, installation plans in separate files, and someone has to keep them aligned.
Finding the first available day for a new activity means cross-checking technicians and shared resources by hand.
Holidays and absences collide with planned interventions, and the inconsistency is found too late.
Work hours, travel hours and expenses are collected late and in different ways, then retyped in the office.
Signed reports arrive on paper or days later, and nobody knows which completed activities are still to be invoiced.
The schedule becomes the place where office and field meet:
PlanningPME gives a complete overview of who is busy and which is the first available day to carry out an activity.
Orders from your management system become scheduled activities, without double data entry. PlanningPME has been connected to ERP software, including an AS400 environment, to schedule teams right away. See the data import module.
With the PlanningConnect mobile app, the work order reaches the technician without being forwarded and the signed intervention report comes back in real time from the team leader’s schedule.
Once field data is in the schedule, the office can analyse it and automate the routine tasks that follow. See the PlanningConnect automations and analysis.
PlanningPME plans people, resources and interventions. PlanningConnect adds the app, the automations and the analysis that bring field data back to the office.
“PlanningPME is a powerful program that helps us keep track of multiple kinds of tasks performed by our technicians through extensive planning capabilities. We find its complementary tool, PlanningConnect, especially useful both in its base suite form, that we use for analysis and automation purposes, such as scheduling recurring e-mails showing which activities from a specific time frame should be invoiced, and in its app form. The latter, in particular, is well-suited for recording work hours, travel hours and expenses, as well as creating service reports that can be easily shared with the customers.”
“We required a planning solution that would connect data from our AS400 with installation plans at our clients’ sites and enable technicians to handle field activities more easily. PlanningPME was quickly connected with the ERP software, allowing us to schedule teams immediately. We subsequently added PlanningConnect functionalities, which, together with the App’s features, ensured that we avoided forwarding work orders while receiving signed intervention reports in real time from the team leaders’ schedules.”
“With a single screen, I can have a complete overview of the situation of the technicians and shared resources; at a glance, I can identify who is busy and what the first available day is to carry out an activity. In the planning of vacations, overlaps and inconsistencies are immediately highlighted.”
Yes — the PlanningConnect mobile app is well suited to recording work hours, travel hours and expenses, and to creating service reports that can be shared easily with customers.
Yes — with PlanningPME connected to your ERP and the PlanningConnect mobile app, activities are scheduled once and reach the team, and signed intervention reports come back in real time from the team leaders’ schedules.
Yes — PlanningPME can be connected to ERP software through the data import module, so installation plans stay aligned with your orders without double data entry.
The calendar shows technicians and shared resources on a single screen, so you can identify who is busy and the first available day for an activity. Holiday overlaps and inconsistencies are highlighted immediately.
PlanningConnect has three flat-rate plans with unlimited users: Easy from €75 per month, Project from €150 per month and Time & costs from €230 per month, with a discount when billed yearly. The price does not depend on the number of users: adding technicians, office staff or field teams never increases your fee, which makes the solution very economical, even for large teams. See the plans and prices page for the details.