Diary Management Software Benefits

The lack of a sufficient diary management system for a field service business can often lead to an inefficient, unorganised workforce. In turn, this can severely affect your business’ job capacity.

By employing sophisticated FSM software such as Joblogic, you can ensure that you and your team remain in control of your schedule. Here are just a few of the features of diary management software and how they can help your business.

Job Scheduling in Seconds with Diary Management Software

Dispatch work in just a couple of clicks and improve your overall productivity with our job scheduling module. The impressive drag and drop calendar allows you to create a job, choose a customer and assign an engineer in an instant, helping to streamline your processes.

A job is readily available to assign to an engineer the moment it is logged in the software, while you can also group all unallocated jobs together either by location, priority or by customer. To help visualise engineer availability clearly, you’re able to choose from various calendar views when managing your team’s schedule. These include weekly or monthly views, grid views and list or map views to ensure you’re not overbooking your engineers.

Track Engineers with Diary Management Software

Joblogic can determine the best route for your engineers in real-time using integrated GPS tracking. Joblogic Mobile tracks your engineers’ devices so you can see their location at all times. The visualisation of an engineer’s daily workload on a map enables businesses to make quicker, more accurate scheduling decisions. The engineers are displayed on an embedded Google Map along with the current job status and all relevant information.

Whilst live tracking aids with job scheduling, our historical tracking tool can be used to verify timesheets. Every changing job status on the mobile app is GPS stamped, so you’re able to see the exact position of each engineer when they said that they arrived at or left the site. Our diary management software also shows the routes taken by an engineer during their working hours so you can view their entire journey.

Efficient Route Scheduling through the software 

Even with effective route optimisation, if your customers’ time management is inefficient, then this can still affect your engineers’ work schedules. Joblogic’s customer notifications can alert a customer ahead of time that the engineer is on their way.

These alerts can be preconfigured within your diary management software against a new or existing contact and there are a number of trigger events you can choose to update customers with:

• An engineer’s trade and location.
• An engineer’s remaining working hours and their travel time from home.
• Estimated job duration.
• Job priority.

Customers can receive these updates via email or SMS, and they are sent well in advance so customers can plan accordingly.

Send Automatic Reminders to Customers

Even with effective route optimisation, if your customers’ time management is inefficient, then this can still affect your engineers’ work schedules. Joblogic’s customer notifications can alert a customer ahead of time that the engineer is on their way.

These alerts can be preconfigured within your diary management software against a new or existing contact and there are a number of trigger events you can choose to update customers with:

• Job allocated
• Engineer travelling
• Engineer arrived
• Visit reminder
• Job completed
• Job cancelled
• Job invoiced

Customers can receive these updates via email or SMS, and they are sent well in advance so customers can plan accordingly.

Joblogic caters for a wide range of field service industries, including HVAC maintenance and facilities management, as well as more specific fields such as pressure washing services and power generator installation.

Book a demo with one of our experts who will walk you through our system and determine how it can optimise your job management capabilities.