Work orders & engineer planning

Service scheduling that keeps every visit connected.

Plan work orders, allocate engineers, manage recurring maintenance and see upcoming appointments in a clear shared calendar connected to the correct customer, property, system and device.

Plan with context

Turn service requests into organised work.

Each work order stays attached to its operational context, giving office teams and engineers a consistent view from booking through completion.

01

Connected work orders

Assign work to a general company record or narrow it to a customer, property, system and individual device.

02

Engineer calendar

Review appointments by month, engineer or status and keep the whole team aligned around scheduled activity.

03

Recurring schedules

Create planned service intervals so routine visits and important maintenance are not left to memory.

From booking to completion

A practical service workflow for office and field teams.

Keep the appointment, engineer notes, photographs and final customer record together.

01

Create and assign

Choose the relevant records, set the visit date, start time, expected duration, priority and responsible engineer.

02

Track progress

Move the work through scheduled, travelling, on-site and completion stages with an auditable timeline.

03

Record the outcome

Capture work completed, recommendations, parts, photographs and customer confirmation before producing a report.

Built around your records

Less duplication between the office and the engineer.

Scheduling is part of the same workspace as customers, properties, systems, devices and documents, so teams do not need to rebuild job context in a separate diary.

  • Monthly calendar with engineer and status filters
  • Start time and expected duration planning
  • Recurring service schedules and reminders
  • Customer-visible work information when appropriate
  • Branded PDF work order reports
One calendarSee scheduled visits and engineer assignments together.
Full contextLink each job to the correct operational records.
Clear statusFollow progress from scheduling to completion.
RepeatableGenerate planned work from recurring schedules.

Scheduling questions

Frequently asked questions.

Can work orders be assigned to individual devices?

Yes. A work order can be connected at company, customer, property, system or device level, depending on the detail needed.

Can I schedule recurring maintenance?

Yes. Recurring schedules support planned service activity and help teams prepare for future visits.

Can engineers update jobs from site?

Yes. Engineers can update progress, notes and photographs, with offline field tools available for work where connectivity is limited.

Plan better service

Connect your schedule to the work that matters.

Create a workspace and bring work orders, engineers, customers and equipment into one organised service plan.

Create your workspace