White Paper: « FSM planning and route optimization: a guide for service companies »

How can service companies optimize field service scheduling and routes?

Reducing mileage alone is not enough to truly optimize your technicians’ routes. Skills, certifications and qualifications, availability, emergencies, travel times, service requirements, parts availability, and contractual commitments… every service call involves multiple field constraints that need to be taken into account.

So how can you build a truly efficient schedule without disrupting your teams every time something unexpected happens? How can you assign the right technician to the right place at the right time, while meeting operational requirements and commitments made to customers?

Discover in this white paper the 10 criteria for truly optimized field service scheduling and routes, the most common mistakes, and the limitations of relying solely on geographic proximity or route optimization.

You’ll also discover why an industry-specific ERP with integrated Field Service Management (FSM) goes beyond basic scheduling software by connecting the entire service management process: service request → quotation → customer order → ordering the required parts and materials → scheduling → service delivery and service report → invoicing → payment tracking.