Brazil
Standalone Application
Field service schedules break down constantly — a technician calls in sick, a high-priority job comes in mid-day, a route runs long. Dynamic Scheduling keeps assignments current by automatically reassigning and re-optimizing work order tasks as conditions shift, instead of leaving dispatchers to manually rework the schedule every time something changes.
Administrators define the rules dynamic scheduling runs on — prioritization criteria for which tasks get scheduled first, constraints on when a task can be unassigned from a technician, and the conditions that trigger rescheduling. Dynamic Scheduling can run interactively, letting dispatchers review and approve changes, or continuously in the background as a scheduling engine that keeps assignments optimized without manual intervention.
Key Features of Dynamic Scheduling
Core Features
Automated Task Assignment
- Assign work based on skills, parts, location, and availability
- Manual or one-click automatic assignment options
- Intelligent matching of technician capabilities to task requirements
Assignment Rules
- Create, manage, and edit scheduling rules without coding
- No coding required for rule configuration
- Flexible, customizable assignment logic
Skills Management
- Track worker skills for accurate technician-to-task matching
- Maintain skill inventories and certifications
- Ensure qualified personnel are assigned to appropriate work
Automatic Reassignment
- Automatically reassigns work when a technician runs behind schedule
- Triggers reassignment when high-priority jobs arrive
- Handles agent timeoff scenarios automatically
- Maintains schedule coherence without manual intervention
Additional Features
Preferred Technician
- Build customer relationships by assigning the same technician when possible
- Improves customer satisfaction through consistency
- Maintains technician-customer continuity
Task Dependencies
- Ensures complex work with multiple dependent tasks is completed in the right order
- Manages task sequencing automatically
- Prevents workflow bottlenecks from task ordering
New Features and Enhancements
- Pre- and post-shift maximum travel time: Dynamic Scheduling now enforces the maximum travel time before and after a shift defined in an agent's schedule attribute plan, so assignments no longer require travel beyond the configured limits outside working hours.
- Task bundles with sub tasks lacking an Assignment Group: Bundles that include sub tasks with no Assignment Group are now handled safely, so these tasks can be part of a bundle without causing assignment issues.
Fixes
- Auto Assign: Fixed an issue where Auto Assign returned an incorrect scheduled start time when travel was set to be ignored. Recommended time spans now align to the resource's timezone.
Not applicable for this application version. For more information, please see
Application Runtime Policy
System requirements:
- Field service management
- Service Management Geolocation