Field Planning & Management
Less effort, more completed orders. Simply more efficient Field Service.
Farewell to chaos: With intelligent field planning, your field service runs smoothly and achieves more. For efficient planners, productive operatives, increased loyalty, and satisfied customers.
Field planning: From a problem to a success factor
Nothing works in Field Service without intelligent field planning. However, in many organisations, this is precisely where the problem lies:
- Hours of scheduling consumes time and creates stress.
- Poor tour plans cost money and orders.
- A small disruption throws everything into disarray.
- Automation
- AI-powered tour optimisation
- Real-time planning
Your benefits with field planning solution VISITOUR
Hundreds of Operatives? Thousands of orders? Short-notice changes?
With the VISITOUR solution, you achieve something that few can: Fast, AI-optimised, scalable planning and management of field service.
Up to 95% less scheduling effort
Thanks to intelligent automation, your scheduling saves many hours and can focus on the essentials: Escalations and customer service.
Gain 20% more capacity
Optimising field plans into dynamic tours frees up capacity and utilises your field operatives more effectively and fairly.
Handle up to 25% more orders
Your operatives complete their orders quickly and successfully, increasing your revenue and customer satisfaction.
Core Functions of VISITOUR – AI-optimised field planning in real time
Automatic field planning
Schedule quickly and smartly
Our field planning software VISITOUR schedules thousands of orders into optimised tours in no time. Your planners have everything in view on the Gantt chart (digital planning board) and map.
AI-powered Tour Optimisation
Ensure optimal tours
Utilise the intelligence of our leading algorithm. With POWEROPT, you gain AI-based tour optimisation that ensures your field service runs efficiently and economically at all times.
Responsive Field Management
Re-optimise intraday
Thanks to real-time technology, you can always re-optimise your deployments and tours. Outages, changes, and disruptions are no longer a problem; you always find the right solution immediately.
Flexible Scheduling
Plan manually to fully automatically
Your planners retain control and can manually reschedule and fix orders. VISITOUR checks for potential conflicts and provides corresponding warnings.
Integrated Field Service
Connect your Field Service
Through the MOBILE FLOW Field Service App, you connect office and field staff. Your operatives have all their appointments in view and many useful functions at hand, from checklists to reports.
Field planning software that transforms complexity into efficiency
Our goal with VISITOUR: Field planning and Field Service management that enables companies to master their complex, dynamic service business. You will find not only broad capabilities but also unusual depth and flexibility that technical and customer-oriented service requires today.
Efficient field planning with real-time technology
SLAs to skill matching – consideration of all factors
Precise planning according to your objectives
Tour optimisation, holistic and AI-based
Intraday re-optimisation possible at any time
Flexible scheduling from manual to fully automatic
Intuitive use with map and Gantt view (planning board)
Live status for ongoing synchronisation of orders
High responsiveness to outages and disruptions
Route optimisation for less mileage and travel time
Appointment scheduling with short time windows and smart order bundling
Storage of preferences such as preferred technician and much more.
Many industry-specific and special cases can be mapped
Integrated field service app for seamless processes
Mobile features from material logistics to documentation
Technician self-scheduling from order pool
Real-time tracking for estimated time of arrival (ETA) and current position
Customer notifications via email or SMS
What customers say about field service scheduling and ongoing management with VISITOUR
Discover how we make field service an efficient customer champion
Highlights from our customer projects
More Orders Completed per Day
Reduction of Lead Times
Reduction of Travel Costs
Top Results in Customer Surveys
Easy integration into your systems
You can use VISITOUR with ERP and CRM systems of almost all types, including Microsoft Dynamics 365, IBM Maximo, and SAP. Connecting the pure algorithmic optimisation function to your existing field service solution is also possible.
We bring extensive experience in integrating into existing software systems. In project planning workshops, we develop the optimal technical approach with you.
Achieve your goals with smart field planning
Leave planning chaos and inefficient deployments behind. Discover how our field planning and field service management solutions improve your service at all levels. Start now.
FAQ
What is resource scheduling in field service?
Resource scheduling refers to the organisation and management of service calls in the field – i.e. who takes on which job, when and where. It includes the allocation of technicians, tools and materials, as well as taking into account qualifications, availability, distances and many other factors.
Why is digital resource scheduling so important for service teams?
Digital resource scheduling replaces manual Excel or whiteboard solutions with intelligent, automated processes. This reduces planning effort, avoids errors, increases adherence to deadlines and ensures more efficient deployment of personnel and vehicles. A clear competitive advantage for any service organisation.
What tasks does resource scheduling software perform?
Modern resource planning software takes care of scheduling orders, automatically plans routes and appointments, takes skills, working hours and SLAs into account, and adjusts plans in real time when changes occur. The result: maximum utilisation with minimum effort.
How does intelligent resource scheduling with software work?
Resource scheduling software uses optimisation algorithms to automatically calculate the best plan from thousands of possible combinations. It takes into account factors such as location, qualifications, spare parts, traffic conditions and customer priorities – and dynamically updates everything in the event of last-minute changes.
What is the difference between manual and automated resource scheduling?
With manual resource scheduling, dispatchers often make decisions based on experience. With automated resource scheduling, an algorithm takes over this task based on data and in a matter of seconds. This saves time, eliminates the element of chance and ensures measurably better results in terms of adherence to deadlines, travel times and customer satisfaction.
How can field resource optimisation software be integrated into existing systems (e.g. ERP, CRM)?
Modern solutions for field resource optimisation offer open interfaces (APIs) and standard integrations with ERP, CRM and service ticket systems. This allows job, customer, and technician data to flow together automatically – for consistent processes.
What is the minimum team size for which a software solution for field scheduling is worthwhile?
Specialised software for field scheduling is worthwhile for companies with around 50 service technicians or more, and/or if many short assignments need to be coordinated on a daily basis. The higher the frequency and dynamics of assignments, the greater the potential for optimisation.
How does modern resource planning support sustainability in field service?
Intelligent field resource planning reduces empty runs and unnecessary mileage. This lowers fuel consumption, wear and tear, and CO2 emissions, and makes a measurable contribution to sustainability. Social sustainability also improves because overtime and stress are eliminated and workload distribution becomes fairer.
How complex is it to introduce software for field resource planning?
The introduction of field resource planning software can usually be completed in a few weeks. A needs analysis is followed by configuration, integration, training and a test phase. Thanks to intuitive user interfaces and proven implementation concepts, the effort required by dispatchers and technicians is manageable.
How are field service technicians and dispatchers integrated into the resource planning solution?
Field technicians receive their orders directly on their mobile devices via a mobile app, where they can record times and photos and send feedback in real time. Dispatchers can see live where teams are located and which jobs have been completed. This creates transparency and acceptance.
Which industries benefit most from optimised field service scheduling?
Industries with a lot of field service work benefit particularly: HVAC, building services engineering, facility management, lifts, security systems, telecommunications and utilities. Wherever planning is complex and time-critical, a professional solution pays off.