Profile
A field service planner solves a puzzle all day: who can handle this fault, who is nearby, which maintenance is still due this month, and what if someone is off sick.
Planners are hard to find, and when the planner is away, the schedule stands still.
The Field Service Scheduler proposes the schedule based on skills, area and availability, replans when a job overruns or an engineer drops out, and keeps the customer informed. The planner decides.
What it does, step by step
- Gather the workFaults, contract maintenance and planned installations, with the skills and duration each one needs.
- Propose the schedulePer engineer and per day, by skills, area, travel time and availability.
- Replan after a disruptionA job that overruns, an engineer off sick or an urgent call-out: it proposes what moves.
- Inform the customerAbout the time slot, and again if it changes, through the channel the customer uses.
- Record after approvalIn the planning software and the calendars, so engineers can see their day.
Onboarded into your business
Rik does not start from a generic script. Like any new colleague, Rik is onboarded into the way your team works first.
- Your knowledgeWe onboard Rik with your own documents, examples and agreements, so the work is done the way your team does it.
- Your systemsWe set up the integrations for the software you already use. Different fields or different steps? We adapt to them.
- Your rulesYou decide what Rik handles on its own and what always goes to a person first.
- Grows with youWhen your way of working, a system or a rule changes, we adjust Rik to match.
Works with these systems
- Databases
- APIs
- ERP
Is your system not listed? We can connect any system, even if there is no standard integration. View all integrations.
What runs automatically and what does not
You stay in control.
Not every decision should be made automatically. For each workflow, we set out:
- What can happen automatically.
- What is put forward for approval first.
- When a person is brought in.
- What information is stored.
- How actions are logged.
Is this a fit for your organisation?
A good fit if
- Installation, service and maintenance companies with engineers out in the region.
- Organisations with maintenance contracts and agreed response times.
- Situations where the schedule depends on one or two people.
Less of a fit if
- Small teams that go through the day together every morning.
- Organisations without recorded skills per engineer: then there is little to work with.
- Judgements about people, such as who works overtime: the planner makes those.
What it can deliver
- A proposed schedule instead of an empty planning board.
- Less driving because jobs in the same area are combined.
- Customers who hear their appointment is moving before the engineer is late.
Directions, not promises. As soon as there is evidence from a client project, it will appear here as a substantiated result.
Frequently asked questions
How does AI scheduling for field engineers work?
It gathers the work that needs scheduling, with the skills and duration each job needs, and sets it against the availability and area of your engineers. From that it proposes a schedule per engineer and per day. The planner adjusts and approves.
Can an AI scheduler replan when an engineer drops out?
Yes. It shows which jobs are affected, who can take them over and which can move. Which customer comes first when not everything fits is for the planner to decide, with the proposal in hand.
How is this different from the Appointment Planner?
The Appointment Planner books a single appointment with a customer and offers two or three slots. The Field Service Scheduler looks at a whole team's schedule: who does which job, in what order, and what moves when the day goes differently.
Does it take certificates and skills into account?
Yes, as long as they are recorded per engineer, such as a certificate for a particular type of installation or experience with a brand. Without that data it can only schedule on availability, and then you sometimes send the wrong engineer.
Does this replace our planning software?
No. It works in the software you already have, or alongside it through an integration. The schedule stays there, so engineers and the office see the same picture.
Is the customer told when the engineer will be late?
If you want, yes. You decide from how much delay the customer gets a message and through which channel. For contracts with an agreed response time, the planner also sees when that is at risk.
How to put this to work
- 1A short callTogether we look at your process and your systems, and whether this task is the best place to start.
- 2Set up on your rulesIntegrations with your own systems, and agreeing what may run automatically and what a person approves.
- 3Measure and adjustFirst alongside your team, only then on its own. We look at what it delivers and adjust.
More planning tasks
- Automate shift cover when staff call in sick
- Automate appointment scheduling with AI
- Automate appointment confirmations with AI