Managing business schedules is an everyday activity. Having unorganized schedules and appointments causes unnecessary delays, stress, and anxiety. You need to organize your business schedules and appointments when dealing with a field service business and moving between the field and your office.

Keeping track of your clients and projects helps you stay on track. Here are a few ways a field management system – CRM Runner – can help you organize your business schedules and appointments effectively.

Map out your priorities

By using a field management system, on-field members can be scheduled for the job. It ensures that all appointments, dispatches, and business schedules will not be missed. The field management system calendar sends reminders and notifications to both the customer and technician before the scheduled work order is scheduled. In this way, they can stay on schedule and complete the job in a timely manner. Drag and drop their work order and the assigned members onto the calendar to schedule.

Work orders and tasks are organized on a calendar with the help of the software. For a more comprehensive view of the schedules, it also provides different views such as group, individual, and status views. You can see all the field members’ schedules in the group view. In addition, you can view a technician’s schedule for the day, week, or month on the calendar. Work order status can also be viewed on the calendar.

Scheduling remotely

When you manage your business remotely and organize your schedules, you can save time and energy. You can switch to a paperless mode and stop running around offices, making calls, and making copies. Working online is efficient and convenient. Teams can be assigned, rescheduled and managed using the field service mobile app. Users can schedule and manage appointments no matter where they are. If you have a mobile app that allows you to access and modify your schedules from your phone, you don’t need an office or papers for schedule organization.

You can also send SMS reminders and notifications to your on-field staff about upcoming scheduled appointments and work orders. The calendar of the CRM Runner field management system is synced seamlessly.

Scheduling appointments to maximize time

Using a field service management system like CRM Runner, you can quickly reschedule or move appointments simply by dragging and dropping on the calendar. Customer appointments can often be cancelled or rescheduled according to customer convenience. Changes to the schedules of on-field employees on the calendar are easier to adhere to their system.

With field service software like CRM Runner, the business schedules can be viewed daily, weekly, and monthly. Also, you can view an employee’s schedule or the schedule of the whole team. The software also displays the predefined status of each job.

Manage your field service business more efficiently with CRM Runner.