Managing field sales brings many challenges. From scheduling resources and understanding capacity to coordinating tasks and tracking progress. With the right scheduling software, these processes can be significantly simplified. In this article, we will tell you how scheduling field sales becomes a breeze with field sales planning software! 

Resource planning: insight into capacity 

One of the biggest challenges for field service managers is getting a clear overview of available capacity. With vPlan, you can easily gain insight into capacity at hourly, daily, weekly, monthly and even annual level. Our planning tool offers (among other things) a visual calendar view and timeline at resource level, so you always know who is available and when. 

Capacity of groups and resources 

For many field services, it is important to efficiently schedule not only individual employees, but also groups with specific competences. This is useful if, for example, several people are travelling along in a van.  

vPlan makes it easy to manage and schedule capacity at group level. This helps create a balanced and effective schedule that takes into account the skills and availability required. 

Glue the gap between planning and execution 

One of the key components of effective field service planning is connecting planning with execution. With the vPlan app, your field workers always have access to the most up-to-date job information, including address, phone number, description, attachments and status. This ensures a seamless transition from planning to execution and helps your employees work more efficiently. 

Tip: In the vPlan app, you can record hours and, for example, have a signature, which helps to accurately track the progress and completion of tasks. 

Flexible planning 

In a dynamic field service environment, flexibility is crucial. With vPlan, you can make quick and easy schedule changes. Through drag and drop and dependencies, you can immediately respond to unexpected events and make adjustments where necessary. This not only increases efficiency, but by keeping your customers up to date, you also increase customer satisfaction.  

Tip: It is possible to have your employees notified immediately in case of schedule changes. By setting up automations, they are notified immediately in case of changes.  

Convenient integrations 

Integrating other systems and tools is essential for efficient field service management. vPlan can be linked to a wide range of ERP systems and other handy tools. This allows you to create a smooth and efficient workflow.  

Tips and tricks: 

• Use colour labels to categorise and prioritise tasks. 
• Plan ahead by setting repeating tasks. 
• Take advantage of integrations with other tools to optimise your workflow. 
• Personalise notifications to stay on top of important updates. 

Conclusion 

With vPlan, you tackle all field service challenges and scheduling and performing tasks becomes a lot easier. With insight into capacity, flexible planning and uniform working methods, vPlan helps your field service to work more efficiently and effectively. Try vPlan today and see for yourself how it can support your field service!