Job Scheduling
For companies engaged in installations, reactive repairs, and planned maintenance, the burden of administrative and scheduling activities can be substantial. This includes managing appointments, allocating resources, and ensuring timely service delivery.
To alleviate these challenges, Sam’s SAM’s job scheduling software offers a comprehensive solution. By streamlining administrative tasks and automating the scheduling process, businesses can significantly improve efficiency and productivity. Moreover, transitioning to a paperless workflow reduces manual paperwork, minimizes errors, and enhances overall organization.
With SAM’s software, companies can centralize job management, access real-time scheduling updates, and optimize resource allocation. This not only saves time but also enhances customer satisfaction through prompt and reliable service delivery.
The jobs module integrates with SAM’s other modules to include details on parts, products, sales, and customer information. Information that’s required by mobile workers to resolve customer issues.
You can create and modify jobs here and promptly send them to mobile workers using the SAM Mobile App.
Creating a Job
Create, Edit, and Complete Jobs – Within the jobs module, you can seamlessly create, edit, and complete jobs. As soon as a job is logged, it becomes available for allocation and is listed on the job overview screen. Admin staff can select from various categories during the job logging process. (e.g., type of job, mobile worker, job priority, etc.), They can also easily filter and search the jobs based on these categories from the job overview screen.
Scheduling Engineers
Scheduling Engineers: The scheduler shows all bookings and jobs scheduled for your site technicians and engineering team. Whatever appointments you book will appear in the scheduler. Internal jobs and customer appointments including field service jobs are all easily filtered by day, week, or month. Furthermore, you can view each service technician or engineer’s diary separately.
Bookings Diary
Bookings Diary: Once a job is logged and available to be allocated, it can be viewed and edited from the bookings diary. Within the diary they have a visual representation of their jobs. They can filter and search the jobs and the mobile worker activities. They can also view mobile workers upcoming jobs by day, week, or month. Also, the bookings diary has a drag and drop function that can be used to create and edit jobs.
Job Scheduling Features:
- Job Status Updates: From the jobs module the administration team gets immediate updates on current job statuses. Immediately the mobile worker updates a job status using the Mobile App, it is updated on the job overview screen.
- Email Notifications: The administration team, mobile workers, and customers can be kept up to date on job statuses with email notifications.
- Add Parts and Stock Items: If required for the completion of a job the administration team and mobile workers can add assets or stock items from the jobs module.
- Create PDFs: Jobs can easily be converted into PDFs and then emailed to customers or mobile workers.
- SAM Mobile App: There are many benefits that come from using the SAM Mobile App. Jobs statuses are immediately synchronised. The administration team and mobile workers can send detailed messages with job information.
- Accounts Integration: Integrates with Sage 50 Accounts
Job Scheduling Benefits
- Go Paperless - Using technology completely removes paper from the job scheduling process, this is good for the environment, significantly reduces errors, and increases productivity.
- Save Time - Using job scheduling is much quicker than paper or spreadsheets, also, when using the SAM Mobile App mobile workers do not need to come back to the office to deliver completed job sheets. This time couple be used to complete another job.
- Saves Resources - Manually assigning tasks, checking performance, and gathering feedback from employees takes a lot of time and money, all of this can be managed from the jobs module and these resources can be used to make the business more productive.
- Automated Job Tracking - Job scheduling software simplifies job tracking and automates the process, this helps teams to be more productive and produces data for analysis and forecasting.
- Increases Productivity - Fast job creation and instant job status updates is much more productive than the manual process, this reduces travel time and allows the administration team and mobile workers to be more productive.
- Team Transparency - From the job overview screen you can see all of the current jobs, once assigned these job statuses can be monitored by anyone with access and this is a completely transparent process, promoting openness and honesty throughout the organisation.
Manage Jobs
With our innovative platform, you can easily assign a variety of jobs to a selection of skilled mobile workers and prioritize them based on varying levels of importance.
From the comprehensive job overview screen, you can quickly and efficiently filter all open jobs according to different classifications such as job type, specific mobile worker, and job creation date.
