SmartPlanner Routing & Scheduling
Routing & Scheduling with SmartPlanner $9.99
SmartPlanner is the central core of the Routing and Scheduling module. SmartPlanner allows users to view up to 7 different technicians on one screen. Stops are assigned and managed using a customizable color coding system that allows schedulers or technicians to match stops by zip or territory to prevent unnecessary drive time.
Routes can be further divided allowing large multi-technician firms to easily manage employee schedules. Maps can be created from any day's schedule with the click of a button. The module allows any inspection or service order to be easily assigned to a specific route or technician. Create weekly, bi-weekly, monthly, bi- monthly, quarterly, tri annual, semi-annual or annual service calls including desired service day of the week. Future appointments can be created with the click of a button. As a special bonus office staff can create daily printed route guides for each technician. The administrator can customize employee availability by day of the week, block out personal time and set holiday schedules.