Team Planning Software

Team Planning Software

With the Eworks Managers Team Planning Software, you can manage your field operative’s diary with ease. On the left-hand side is a list of all your staff, listed by user type and on the right side is a list of all your jobs. You can categorise the jobs into unassigned, action required, on hold or active. You can drag the job onto the time planner and allocate it into the time slot against the correct member of staff. If you want to allocate multiple people onto the job keep dragging the job into the planner against different users. Once all the jobs are in place, you can click save and this will send them straight to the field operative’s mobile App.

If you deal with reactive jobs and need to get the job out to the field operative quickly, then our Time Management Software is perfect. Drag the appointment into an available slot in the diary view, select the customer, add a description of the work required, add any call out charges, and click save. With email and SMS alert, the field operative will know about the job whilst you’re still on the phone with the customer.

Eworks Manager Staff Scheduling Software is also colour coded. When the mobile user accepts the job, selects on route, on-site and completes the job, the planner changes colour to represent the status. This gives the office a visual of where all the jobs are up. This is perfect when you have several operatives in the field. You can also block out holidays, sick days, and meetings so double booking won‘t be an issue.

If you would like to find out more information and have a free personalised demo of the software, get in touch today!

Call us: +27 (0) 41 004 0045

Email us: [email protected]

Try free for 14 days

We offer FULL SUPPORT included in our pricing.