An organized and efficient schedule is the cornerstone of your business. Our intuitive schedule keeps your technicians and office in sync. Complete more jobs, please more customers, and boost company revenue. Planning, scheduling, and editing jobs has never been easier.
The Trakker SMART Scheduling Assistant, it makes technician scheduling so easy an efficient ANYONE in your office can do it.
Now days trying to hire people who know your territory is a challenge. Between retraining after employee turnover and many younger people not knowing how to read a map, this can be even more difficult. So, we designed our HVAC Technician Scheduling for anyone to use.
Technician Scheduling ANYONE Can Do
You just need someone who has a nice phone voice to answer your call and be able to ask a few simple questions about the nature of their call and then the customer’s name and address.
Simply with the name and address (or even telephone number) the customer can be looked up in the HVAC Trakker system. If they are not listed, they can be quickly and easily added. Then the address is compared to the entire upcoming technician scheduling calendar.
It looks at all of your technicians for all of today’s as well as the next several days’ worth of scheduled appointments to show the best times.
Better than Just GPS
Sure GPS is great to tell you where your people are now, but where will they be this afternoon or tomorrow or next week. Not every call can be or needs to be serviced immediately. The HVAC Trakker SMART Scheduling Assistant will show the top best options for all of your technicians based upon the expected skills needed for the job as well as the distance the technician is now or will be from the customer.
This saves fuel costs as well as driving time, and can often mean the ability to add 1 or 2 more appointments each day to each technician, which means more revenue.
One-Time and Recurring Jobs
A key component to field service scheduling is allowing the ease and flexibility to manage both one time, or complex frequencies such as weekly, monthly, or seasonal follow-ups as well as exact dates or specific days of the week. HVAC Trakker’s SMART Scheduling Assistant technician scheduling calendar offers all of these features as well. So when calls come in these appointments are also evaluated to make efficient scheduling.
Of course, some things like seasonal follow ups require the customer to be called and an appointment set up. HVAC Trakker has the entire list of Unscheduled Appointments ready at a click of the mouse to call the customer and schedule an appointment using the same SMART Scheduling Assistant described above.
Mobile Scheduling Apps
Field Service Trakker, our mobile app takes our service scheduling software features to the next level. From the Field Service Trakker calendar is also tightly integrated with our mobile application. Same-day changes made on the calendar such as new appointments, cancelations and time changes can be seen by refreshing their appointment list on the Field Service Trakker mobile app
This reduces time spent on phone calls or traveling back to the office for paperwork to share new appointment contact details. They can even get turn by turn directions from their current location to the next stop at the touch of a button.
The technician can see also see customer details like furnace, AC and other equipment details, past work history at this site, notes, preloaded/required items.
The office will also be made aware that the technician is Staring Travel, Pausing Travel, Resuming Travel, Arrived, Pausing Job, Completed Job.
All of which of course helps in creating the final Customer Invoice.
Employee Time-Off Scheduling
A field service scheduling system wouldn’t be complete without a Time-Off calendar. Just choose the employee, day and times needed off, and the SMART Scheduling Assistant system will factor that into the calendar and schedule as well.