A Beginner’s Guide to Job Scheduling On the Go

Field service is a high-demand industry. Whether you’re a professional plumber, IT technician, or appliance repair specialist, when a service request comes in, you want...

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Woman on computer using job scheduling software

Field service is a high-demand industry. Whether you’re a professional plumber, IT technician, or appliance repair specialist, when a service request comes in, you want your team to be the first ones on the job without delay.

Scheduling plays a vital role in keeping your clients coming back and your techs on route to their next destination. Without an effective job scheduling system in place, however, your business can suffer from poor communication leading to:

  • Job Drop Offs: Due to rescheduling and miscommunication, a job is never completed or invoiced.
  • Late Arrivals: Techs are misinformed about a particular job location and waste time and gas trying to find the correct address.
  • No Shows: Techs do not receive notification about a recent scheduling change and therefore never arrive to the site.
  • Missing Inventory: Tech arrives to a job site without proper equipment to complete the work order, causing delays in production.

Many field service companies have already experienced great success with RazorSync, an easy-to-use field service management software, for scheduling recurring jobs, emergency repairs, and non-priority jobs, as well as rescheduling due to client cancellations, missing inventory, or work order changes. The best part is all scheduling changes can be completed and viewed from any smart device. So, no matter where your techs are working, they can stay connected to your dispatch team and customers in real time.

If you’re new to the field service mobile app experience, you may have questions about how RazorSync’s job scheduling software works. Though we recommend you sign up for a free live demo, we wanted to provide you with some quick FAQs to help you get familiar with our app’s advanced features.

FAQs about RazorSync’s Job Scheduling Software

Q: Can I Add Multiple Technicians to Any Single Job?

A: Yes, RazorSync allows you to “drag and drop” jobs onto one or more employees’ calendars. Once a job has been dropped into a schedule, the employee(s) receives an email notification instantly and each employee will be assigned a work order for the job.

Q: Can I View Unassigned Jobs on  the Field Service Mobile App?

A: Yes, if you’re an admin, you can view all unassigned jobs through the RazorSync app, whether you’re in the office or on a mobile device. You also have the option to allow, or disallow, “users” from being able to see and schedule unassigned jobs. This helps improve communication among team members and ensures users are not trying to schedule a single job more than once.

Q: Can I Print or Export Each Day’s Schedule?

A: Yes, you can easily set your schedule up for Google Calendar integration, as well as export your employees’ schedules to their calendars in real time. You also have the option to conveniently print out both daily schedules and more detailed work order reports when necessary. 

Q: What’s the Difference between Service Requests and Work Orders?

A: A simple way to remember the difference between service requests and work orders is to imagine the following scenario: a painting company receives a request to paint a client’s home. They first create a service request to identify the overall project (i.e. painting a home). Within the service request, the company will then create individual work orders that help map out the overall project (e.g. to prep the home prior to painting, paint the home, and clean up) and assign techs to each task. All these individual work orders are housed under the same service request, which helps keep jobs and clients organized and bundled for easy access, especially if you were to estimate the cost to perform a similar project for a different client.

Q: Is There a Way to List Service Requests in Chronological Order?

A: Service requests are listed according to their original creation date and time and RazorSync makes it easy to access these records by searching customer or work order history. Once you access the service request you want, each individual work order is automatically listed in chronological order, so you can scroll through and find the information you need while on the go.

Enjoy Peace of Mind with RazorSync’s Job Scheduling Software

To learn more about our job scheduling software, contact us for a free live demo. Our team will come out to your business to show you how the app works and how you can customize its unique features to enhance your field operations for greater, long-term savings and investment.

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