New tools for planning service agreements
When scheduling many service When scheduling many service agreements with many different customers and perhaps even at different intervals, it can often be difficult to plan optimally. Some people prefer to create very fixed routes, but then they lose flexibility when it comes to vacations, new employees and new customers - and this hampers the growth of the business. But with Previsto's new service agreement planning tools, you can get an overview of your service agreement planning much more easily.with many different customers and perhaps even at different intervals, it can often be difficult to plan optimally. Some people prefer to create very fixed routes, but then they lose flexibility when it comes to vacations, new employees and new customers - and this hampers the growth of the business. But with Previsto's new service appointment scheduling tools, you can get a much better overview of your service appointment scheduling.
Nearby tasks
When creating service agreements, you've long had the option to view dates with nearby tasks. This made it possible to place the start date of a new service appointment at a time when you were already nearby. But there were 2 things you couldn't see:
- Which employee would be nearby.
- How much work was already scheduled for the day.
With the new changes we've made, we've fixed that. It is now possible to see which employee is nearby on each date and get an insight into how much work is already scheduled.
Timeline for service agreements
When you already have many service appointments scheduled, it can often be difficult to get an overview of whether they are scheduled appropriately in relation to each other over time - especially if the intervals are also different. That's why we've introduced a new timeline specifically for service agreements.
With the new timeline, you can search for a group of customers and see how their scheduled tasks are distributed over time. If you find a customer whose tasks are skewed in relation to the other customers they should ideally be scheduled with, you can easily move their tasks in the same view.
