Bookings Diary Software

Bookings Diary

The bookings diary is the ultimate solution for streamlining communication across administrative teams, mobile workers, and management. 

With the ability to visually track your engineers’ activities as a team or individually, you can easily monitor their progress and ensure that all appointments are met. 

Whether viewing by day, week, or month, different users can easily edit bookings, find openings and make necessary cancellations.

Scheduling Engineers

Booking and Scheduling

The scheduler is a comprehensive tool that displays all upcoming bookings and jobs for your site technicians and engineering team, making it easier than ever to manage your daily schedule. 

Whether you’re looking to filter internal jobs or customer appointments, including field service jobs, by day, week, or month, our innovative platform has got you covered. 

Additionally, you can view each service technician or engineer’s diary separately, giving you unparalleled insight into your team’s daily activities. With our powerful scheduler, you’ll be able to streamline your operations and boost productivity like never before.

Resource Planning

Where the scheduler is used in a production environment, it helps to minimize production times and costs by managing and creating a schedule based on the actual available capacity at any given time. This enables you to respond quickly to both internal and external changing demands.

The system also ensures that stock levels are reduced as materials are only ordered when required. Operations are only scheduled when resources are available, reducing work in progress (W.I.P) and avoiding bottlenecks in production. Corrective action can be taken to prevent late deliveries. 

The scheduler uses simple drag-and-drop technology so that users can undertake “what-if” scenarios while planning to find an alternative, viable production plan. It automatically reschedules the workload for the affected resource and all the operations across the entire shop floor, so you can see the real effects of changes to the production schedule.

Features

✅  Appearance and functionality of a traditional planning board

✅  Forward sequential loading of all jobs

✅  Create a realistic model of available capacity

✅  Fully integrated with the SAM system

✅  Synchronizes with Job Scheduler – After a job has been processed it is instantly added to the bookings diary, then when it is edited in the bookings diary the job scheduler is updated. This included email notifications.

✅  Share Activities – The bookings diary can be viewed by the administration team and management and you can view the details by day, week or month. Also, you can adjust who can see by changing viewing permissions.

✅  Drag and Drop – You can quickly change the booked date and right-click to edit appointments easily.

Colour Coded – Gain a quick understanding of activities at a glance with colour coded identification for mobile workers or job categories.

Accounts Integration – Integrates with Sage 50 Accounts

Benefits:

✅  Go Paperless – There is no need for paper diaries, sticky notes, wallcharts or even spreadsheets with the bookings diary, this saves you time and space and reduces the risk of loss or error.

✅  Easy to Use – The simple, easy to use interface has colour coded identification for each mobile worker or job type.

✅  Transparency – The bookings diary allows your staff to share information with colleagues increasing employee ownership, employee engagement and improving company alignment.

✅  Customer Satisfaction – The bookings diary synchronizes with email notifications, and the combination will impress your customers with the high level of service.

Bookings Diary

The scheduler is a real-time production planning and scheduling solution that provides a high level of visibility and control of the service/manufacturing and planning processes. The scheduling process is dynamic, fast, and flexible. It provides a solution to a typically complex management procedure.

It maintains the appearance and functionality of a traditional wall planning board, making it easy to use and simple to learn. It can be used to create optimal sequences of production based on a realistic model of the available capacity, as well as providing a clear visual indication of the impact of unforeseen changes.

Email your Enquiry:  info@samsoftware.com or use our Contact Form.

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