Workforce Management Software for Technical Services

Planpoint is the workforce management software that helps you schedule your technical services clearly and efficiently. From planned maintenance to interventions and installations – you stay in control of your workforce deployment.

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One Platform with All Tools for Your Field Services

From workforce scheduling to task distribution and order tracking: with Planpoint, you manage technicians efficiently, align schedules and interventions seamlessly, and give your team on-the-go access to all the information they need. 

Technical Services

Workforce Scheduling for Technicians

Planpoint makes it easy to assign tasks based on availability, qualifications, region, or customer type. Drag and drop assignments, plan routes, and adapt instantly to customer demands – always with real-time insight into staffing and execution.

  • Automatic task assignment based on region, qualifications, and availability
  • Easily distribute tasks across days, technicians, or teams
  • Automatic checks for conflicts and unavailability
  • Flexible views by day, week, or customer, tailored to your processes

Whether you manage a small technical service team or a large workforce: with Planpoint, you keep control, prevent double scheduling, and improve service quality.

Technical Services

Optimal On-the-Go Support

With Planpoint, technicians always have access to their schedules, tasks, and customer details via phone or tablet. They know exactly what needs to be done, where, and for whom – always in real time. Through the app, technicians can:

  • Sign off work orders and service reports digitally
  • Record mileage and expenses
  • Add comments and photos to assignments
  • View rosters and submit preferences

This makes your teams more efficient, reduces administrative work, and increases customer satisfaction – without extra tools or hassle.

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Technical Services

HR & Competency Management

Combine mobile scheduling with strong workforce management. Planpoint offers integrated HR management, tailored for technical services. You can easily manage all technician skills, certificates, and training – including expiry dates and validity periods.

  • Digital employee records with skills, training, and documents
  • Automatic validation of certificates
  • Direct insight into qualifications during task assignment
  • Lower risks and more certainty in planning
Technical Services

Customer Management in One Place

With Planpoint’s digital customer files, you manage all customer information in one central location – from contacts and locations to preferences and equipment. Fully integrated into your scheduling and instantly available for technicians – both in the office and on-site.

  • Complete customer profiles including history and scheduled interventions
  • Direct access for technicians via mobile devices
  • Quickly add tasks, comments, and evaluations
  • Reliable data for billing, reporting, and service follow-up
Integrations

Seamless Integration with Orders and Worked Hours

Already working with an ERP, order system, or technical platform? Planpoint connects effortlessly. Customer data, assignments, and hours worked are automatically exchanged – accurately and without errors.

With Planpoint integrations you get:

  • Automatic import of work orders, customer data, and installations
  • Easy export of hours to billing, payroll, or ERP
  • No double data entry or manual work
  • Full traceability from planning to execution

Workforce scheduling becomes simple, error-free, and fully integrated.

Benefits

Why Choose Planpoint for Technical Services?

Daily benefits that make the difference.

One central system

From planning and communication to reporting.

Boost engagement

Technicians always have their schedules at hand.

Grip on capacity

Plan automatically by skills, routes, and availability.

Forward planning

Save time and prevent errors with smart automation.

Always in control

Real-time insight into staffing, capacity, and hours worked.

Unique planning features

Tailored to technical service needs.

One WFM platform, fully tailored to your organization

From workforce scheduling to time tracking and customer management – choose the features your organization needs.

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Ready to streamline your technical scheduling?

 Discover in a free demo how Planpoint makes your field service planning more efficient – fully adapted to your organization. 

Book a free demo