FIELD SERVICE MANAGEMENT CALL SCHEDULER

Available for Microsoft Dynamics GP (Great Plains) versions: 7, 7.5, 8.0, 9.0 and 10.0

FSM Call Scheduler is a graphical scheduling tool integrating with Microsoft Dynamics GP (Microsoft Business Solutions) Field Service Management to provide a highly effective method of planning, allocating and managing service calls.

FSM Call Scheduler from Software Index provides Microsoft Dynamics GP Field Service Management (FSM) users with the essential functionality required to effectively allocate calls to technicians. Fully integrated with Microsoft Dynamics GP Field Service Module, service calls created within the Microsoft Dynamics GP FSM module are automatically visible within Call Scheduler. These calls can then be assigned to the relevant technician, or technicians quickly and easily using the product's simple calendar view and speedy drag-and-drop functionality.

With multi-company functionality, all service call information and technician schedules are available directly through the Scheduler's intuitive Main Menu.

Extensive customizable options also exist to allow service call views to be easily tailored. Preferences can be set to associate a unique color to different display variables such as Alert Calls or Calls Awaiting Parts. Other user definable fields include the default length of each call and the definition of Overdue.



Planning, assignment and management of service calls is further enhanced through a graphical representation of different call types. Updated regularly, the system displays Unallocated, Alert, Overdue, or in Jeopardy calls, thus prompting the need for action to be taken. Scheduling service calls could not be easier. Within a single view, the user can see all Unallocated calls, all technicians and their utilization over single or multiple days. This view can be restricted to show service call data by individual Offices, Service Areas and by Date. The Unallocated calls themselves can also be redisplayed by a range of practical views including by Call Number, Customer ID and Priority.



The timeslots displayed within the technicians' calendar view are customizable and will automatically be defaulted from the setup window. Individual timeslots can be created to range between 5 and 120 minutes depending on the typical service times required.

To assign a service call to a specific Technician ID, simply drag and drop the relevant record into the Calendar view. Calls can be extended beyond the standard default time.

Key Features and Benefits

• The ability to allocate multiple Technician IDs to a single service call within Scheduler
• View the technicians' resource allocation on either a Daily, Weekly or Monthly basis
• Intuitive navigation, calendar views and drag-and-drop functionality make the FSM Call Scheduler quick and easy to use
• Unallocated Service Calls are presented in a clear graphical format that is updated regularly
• Full reporting throughout the solution covers product setup, resource utilization and even technicians' schedules
• Contractual obligations within Microsoft Dynamics GP FSM will be recognized in Call Scheduler
• Extensive customizable options exist to allow service call data to be tailored easily
• To assist with the task of assigning service calls effectively, vital information about each of the listed calls is displayed within the main scheduling window. Run the cursor over each call individually to see basic data about the record including the Customer Name, Service Call Type and Problem
• Skillsets maintained within Microsoft Dynamics GP can be used to recommend which technicians are best qualified to deal with each call. These technicians will be highlighted clearly for quick selection.

Call Scheduler recognizes when goods are placed on Back Order, or are recorded as In Transit. Scheduler will prevent such calls being scheduled, to ensure technicians do not arrive on site without the correct parts or equipment – reducing wasted time through the elimination of the need for repeat visits. The calendar-style view will also pick up scheduled holiday time from Microsoft Dynamics GP FSM – and if a technician calls in sick, it is possible to record this directly within Call Scheduler.

Using the Daily, Weekly or Monthly Schedule views a utilization summary for each technician can be displayed. This information can detail both the individual and overall staff utilization on a percentage and hours basis. The total number of overtime hours incurred outside the listed working patterns will also be calculated. Views can be changed to help quickly identify which individual Office and Service Area locations have been utilized successfully, and which have not.

With full reporting available throughout Call Scheduler, practically every visible window can be reproduced in hard copy. This includes the essential Shift Inquiry view which can be tailored to list service calls assigned to All, or alternatively to a specific Office ID, an individual Technician ID or by the call's Priority rating. Call Scheduler is a must-have solution for any users of Microsoft Dynamics GP FSM who wish to significantly improve the way service calls are planned, allocated and managed. Without the important data and functionality provided through FSM Call Scheduler, can you be certain that you are able to manage and control your own service level agreements effectively?

You can download this information as a PDF Datasheet, the FSM Call Scheduler User Guide, the Install notes and even the product itself by visiting the Download Centre!