Job scheduling software
Most diaries are a whiteboard, a spreadsheet, or one person's head. The engineer has a list on paper or in a message. By mid-morning the two have parted company. A job was moved, and the person already on the way still has the old time. Two people are booked to the same place. A job that needs a particular ticket is given to someone whose card ran out.
Scheduling is the promise you make about who is where, and when. If that promise is not one record, the day is spent correcting it by phone.
Where the plan breaks
- The office plan and the person's list are updated separately.
- Travel between jobs is a guess, so the last job of the day slips and nobody has written that down.
- A job is booked to a name, and nobody checks they are still the right person for that work. Training records are the usual miss.
- Leave sits on another sheet, so you plan someone who is not in.
- The customer was told a time that the plan no longer shows.
A vehicle can break the plan in the same way. If the van the job needs is off the road, the diary is wrong before anyone starts. Those dates are covered in fleet MOT reminders.
What to put on the plan
- The job, the person, the site, the start, and how long you think it takes.
- Who else has to know if it moves. The customer, the office, and the person doing the work should not hear three different times.
- A status the team already says out loud. Booked, on the way, on site, done. You do not need a dozen words for an ordinary day.
- The same job number as the quote and the job sheet.
How that job was raised, from the first enquiry, is covered in job management software. What the person should have in their hand when they arrive is covered in field service software.
What to look for
- One plan the office and the engineer both see.
- Moving a job moves it for everyone who needs to know.
- You can see the week, and you can see one person's day.
- The plan knows which job it is, so the sheet and the schedule are the same work.
How Atlas OS® helps
Atlas OS® is a complete business operating system for any business, anywhere, in any sector. The operating system behind your business. It is in development. You cannot switch it on as a finished product today.
Shared planning sits on the same schedule as a person's own list, so a job on the plan is the same job on that list. Atlas Field carries it to the person doing the work. This page is about that plan. It is not a claim that every scheduling screen is already switched on.
Run it. Connect it. Control it. Prove it.
Common questions
What should job scheduling software show?
The job, the person, the site, the start and how long you think it takes. The office and the person doing the work should see that same job. Moving it should move it for both of them.
Why do whiteboards and spreadsheets fall behind?
The office plan and the person's list are updated separately. A job moves, and the person on the way still has the old time. Leave sits on another sheet, so you plan someone who is not in.
What should you check before you book someone?
That they are the right person for that work, including whether the ticket the job needs is still current, and that the vehicle the job depends on can be used. A name on a diary is not those checks.
How does Atlas OS keep the plan and the list together?
A job on the shared plan is the same job on someone's list, and Atlas Field carries it to the person doing the work. Atlas OS is in development. You cannot switch it on as a finished product today.
How do I get early access?
Atlas OS is in development and coming soon. Join the waitlist and we will email you when it opens.
Get early access
If you want one plan for the engineers and the jobs, join the waitlist. We will email you when Atlas OS opens.