Plan Smarter with a Digital Planning Board

Discover the future of efficient work planning with Simon’s digital planning board. Say goodbye to messy paper job sheets and handwritten schedules. With our advanced digital solution, you not only optimise your time, but also keep a clear overview of your planning at all times. With just a few clicks, you have access to all your appointments, job sheets and more.

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What Can Simple-Simon’s Digital Planning Board Do?

Key features of Simon’s digital planning board:

  • The planning board is the central place where you manage and oversee the full working week of your field service team. These are the possibilities:
  • You plan job sheets by dragging them to the right employee and time slot. At a glance, you can see who is available and where there is still room.
  • With colour codes and status icons, you can instantly see whether appointments have been confirmed, declined or are still pending. No surprises on the day itself.
  • You plan based on capacity and availability, including employee skills. This helps you send the right person to the right job.
  • You set up recurring planning on a weekly or monthly basis for recurring jobs and service contracts. Set it once, and it repeats automatically.
  • You respond quickly to urgent jobs or absences: moving a job sheet takes seconds, without needing to make a phone call.

Minimize Phone Calls with Simple-Simon!

Has the planning changed? Your technicians see it instantly on their phones, without you having to call them. Simple-Simon synchronises in real time with the app in the field: a change made in the office is visible to the technician within seconds.

Your planner can adjust the planning at any time of day: move a job sheet, switch an employee or add an urgent job in between. The technician involved receives a notification and immediately knows what has changed.

This saves you several phone calls every day and prevents technicians from driving to the wrong address.

Increase Customer Engagement and Planning Efficiency with Our Appointment Confirmation Feature

Appointment confirmation by SMS or email

Your customer automatically receives confirmation of the planned appointment by SMS or email. They can confirm or decline the appointment with one click.

You can see the status directly in the planning board: confirmed, declined or not yet read. This allows you to take action in time if a customer does not respond or declines the appointment, without having to call for confirmation.

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Optimize the Efficiency of Your Field Service Team with Our Advanced Digital Work Planning and Work Orders

Simon in the office Simon in the field

Simon in the Office

Our real-time synchronization keeps you fully in control of planned tasks and appointments, both in the office and in the field. This enables you to respond quickly to unforeseen circumstances, optimizing collaboration between office and field staff. Work orders are signed off immediately upon completion and sent back to the office, giving you a clear overview, including worked hours. Once integrated with your accounting software, you can immediately send invoices.

Simon in the Field

With Simon’s digital plan board software, the office planner gains better insight into the availability of employees. Our convenient app allows field staff to view the planning anytime, anywhere. When there are changes in the schedule, staff receive push notifications and can send new appointment confirmations directly to customers, ensuring they don’t show up to a closed door.

Frequently Asked Questions About the Digital Planning Board

What is a digital planning board?

A digital planning board is an online tool that allows you to plan job sheets and appointments for your field service team. You can see in one overview who is available, which jobs are planned and the status of every job sheet. Your technicians receive their planning directly on their smartphones.

What is the difference between a digital planning board and a regular calendar?

A digital calendar shows appointments, but does not support the execution of the work. A digital planning board like Simple-Simon links the planning directly to job sheets, time registration, material registration and invoicing. What you plan is automatically sent to the field and reported back to the office.

Does the digital planning board also work on a smartphone or tablet?

Yes. Planners use the planning board in the desktop environment. Technicians receive their planning and job sheets through the Simple-Simon app on their smartphone or tablet, even without an internet connection.

Can I set up recurring appointments in the digital planning board?

Yes. You can set up recurring planning on a weekly or monthly basis. Simple-Simon automatically creates the job sheets on the planned date and sends them to the right technician. Ideal for maintenance and service contracts.

What does Simple-Simon’s digital planning board cost?

Simple-Simon starts from €30 per user per month. The digital planning board is part of the complete platform: job sheets, planning, time registration and invoicing in one subscription. No contract, 14-day free trial.

Can I connect the digital planning board to my accounting software?

Yes. Simple-Simon connects with more than 50 accounting packages and CRM/ERP systems. From a completed job sheet, you can create an invoice directly and send it to your accounting software or to the customer.

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