Job Planning: Always Send the Right Engineer to the Right Job Without Endless Phone Calls

You start the week with twelve job sheets and five engineers. Who goes where? Who has the right skills for which job? Then an urgent call-out comes in. You check your planning and see that someone has a free slot in the afternoon, but they work in a different region. You start making calls while the customer is already waiting.

 

With Simple-Simon’s job planning software, you create your planning in minutes instead of hours. Simply drag and drop job sheets onto the right engineer in the planning board, adjust routes for urgent jobs and instantly see where you have spare capacity or understaffing. Any changes appear immediately on your engineer’s phone, without you needing to make a single call.

 

The planning module is fully connected to the job sheet app: everything you schedule is instantly available on your engineer’s phone, including customer details, checklists and materials.

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What Is Job Planning?

Job planning is the process of assigning job sheets, tasks and work orders to the right employees, at the right time and in the right location. You take into account availability, skills, travel time and capacity to ensure your team works efficiently and customers are not left waiting.

For businesses with a field service team, job planning goes far beyond a calendar. You schedule dozens of jobs every day, adjust planning for urgent call-outs or sick leave, and communicate changes directly to your engineers.

Job planning software automates most of this process, allowing your planner to focus on exceptions rather than manual administration.

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The Right Employee for the Right Job

You do not plan based on availability alone, but also on skills and qualifications. For each employee, you record which certificates they hold, which types of jobs they are allowed to perform and which regions they cover. During planning, Simple-Simon instantly shows who is suitable for the assignment.

Reschedule Urgent Jobs Instantly Without Endless Phone Calls

An urgent job comes in. You immediately see who is available near the customer location. Simply drag the job sheet to that employee and they receive the update on their phone within seconds. The engineer who was originally assigned automatically receives the updated planning as well.

Has the appointment changed for the customer too? With customer communication, Simple-Simon automatically sends the customer an update with the new appointment time, without requiring any additional action from you.

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Capacity Planning: See Exactly How Much Work Is Scheduled

  • You do not want to discover halfway through the week that more hours have been scheduled than your team can handle. With Simple-Simon, you can see exactly how many hours of work are planned each day and each week compared to your team’s available capacity.
  • You can view the workload of every employee for the coming days. Is one engineer overloaded while a colleague still has room in their schedule? Simply drag and drop the job sheet and the hours registration automatically follows along.
  • This helps you distribute work fairly and prevent employees from becoming overloaded.

For businesses with maintenance contracts, Simple-Simon also supports long-term planning, allowing you to see which customers need to be serviced in the coming months and how much capacity you have available to meet demand.

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Who Is Job Planning Software For?

Simple-Simon’s job planning software is built for SMEs with field service teams that schedule engineers, technicians or service employees at customer locations every day. Typical users include:

  • Installation companies that schedule multiple engineers per day based on skills and region, including recurring maintenance visits and emergency call-outs.
  • Refrigeration companies and HVAC specialists that plan service routes for teams of 5 to 20 technicians, with fixed customer intervals and seasonal peaks.
  • Maintenance companies with service contracts that need to schedule periodic work based on contract intervals and weekly available capacity.
  • Businesses involved in refurbishment, overhauls and new installations of machinery or equipment, where planners manage and track workloads across dozens of orders and projects.
  • Service businesses working with subcontractors or external technicians that want to manage planning centrally without having to contact every individual separately.
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Simple-Simon Werkbon App met planning en realtime tijdregistratie

Frequently Asked Questions About Job Planning

What is job planning?

Job planning is the process of assigning jobs, tasks and job sheets to the right employees at the right time. You take into account availability, skills and travel time. In Simple-Simon, you do this through the planning board: simply drag and drop job sheets onto the right employee and the schedule instantly appears in their app.

What is the difference between job planning and workforce planning?

Workforce planning focuses on who is available and when. Job planning goes one step further by scheduling specific tasks, jobs and job sheets for each employee while taking location, travel time and skills into account.

Simple-Simon combines both: you can see your team’s availability and schedule job sheets directly from the same system.

What is the best job planning app for field service businesses?

For field service companies, the best job planning app is one that works on mobile devices, functions offline and connects directly to digital job sheets.

Simple-Simon offers all of this in one platform: a planning board for the office, a mobile app for engineers, offline synchronisation and direct integrations with your ERP or accounting software.

How do I schedule urgent call-outs without disrupting the rest of the planning?

With Simple-Simon, you instantly see who is available near the urgent job location. Simply drag the job sheet to the appropriate engineer and everyone involved receives an immediate notification.

Through the customer communication module, Simple-Simon can also automatically notify the customer without requiring any additional steps from you.

Can job planning software also handle long-term planning?

Yes. Simple-Simon supports recurring planning based on maintenance contracts and customer service intervals.

You enter the schedules once and the system automatically shows which customers are due for service in the coming weeks or months. This allows you to plan far ahead without manual administration.

What does Simple-Simon’s job planning software cost?

Simple-Simon starts from €30 per user per month.

Job planning is included in the platform, including the digital planning board, job sheet app and mobile app.

No contracts. No minimum number of users. Try it free for 14 days.

Explore all integrations to see how Simple-Simon connects with your existing software.

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Discover the benefits of digital work scheduling with a free trial or demo

Curious how Simple-Simon can help you optimise your work scheduling? Book a free online demo with one of our industry experts! They’ll show you how to easily create a digital work schedule and make the most of handy features like real-time updates and push notifications.

Experience the advantages of digital work scheduling with Simple-Simon:

  • Streamline your workflow: improve collaboration and boost customer satisfaction;

  • Work efficiently: plan, change, and update with ease;

  • Free online demo: see for yourself the many benefits of digital work scheduling.

Plan a demo

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Work scheduling software for every business

With Simple-Simon, you get a scheduling tool that works perfectly for your business. Job sheets become instantly visible to technicians, changes are automatically synced, and work schedules are always accessible. Rely on the reliability of our scheduling software to boost efficiency and increase customer satisfaction. From minor adjustments to urgent job planning — with Simple-Simon, you have complete control.

Ready to experience the benefits of digital work scheduling? Request a demo and start planning efficiently today!

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